Edelweiss Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22507 Cr ₹2365 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Aug 1998 03 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 49%
Expense Ratio 1.68 1.96
Manager Dhaval Joshi Trideep Bhattacharya
ISIN Code INF209K01AJ8 INF843K01KN5
Exits Load Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 1.15% 2.62%
6 Month 3.65% 4.21%
1 Year 20.18% 27.23%
3 Year 14.98% 18.81%
5 Year 17.46% 20.21%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 12.59% 18.96%
3 Year 20.34% 25.25%
5 Year 20.07% 23.89%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 17.29% 13.52%
3 Year 16.34% 14.74%
5 Year 16.91% 13.61%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.55% 12.65%
Sharp 0.66% 1.01%
Beta 0.97% 0.98%
Alpha -0.85% 2.49%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Dhaval Joshi Trideep Bhattacharya
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 9
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 0.98 4.52
Large Cap 67.65 67.48
Small Cap 13.11 6.52
Mid Cap 17.83 21.48

Sector Allocation

Scheme Name

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 0.98 0.62
Telecom - Services 3.25 -
Petroleum Products 5.03 -
IT - Software 10.74 -
Construction 2.89 7.1
Finance 4.45 -
Banks 20.57 -
Non - Ferrous Metals 1.22 -
Pharmaceuticals & Biotechnology 6.63 -
Cement & Cement Products 2.5 -
Paper, Forest & Jute Products 0.56 -
Healthcare Services 2.27 -
Electrical Equipment 2.5 -
Auto Components 4.54 -
Ferrous Metals 0.98 -
Automobiles 5.24 -
Chemicals & Petrochemicals 2.23 -
Personal Products 1.11 -
Insurance 3.99 -
Consumer Durables 4.27 -
Industrial Products 2.85 -
Agricultural Food & other Products 1.47 -
Retailing 1.86 -
Entertainment 0.43 -
Fertilizers & Agrochemicals 0.24 -
Aerospace & Defense 0.51 -
Minerals & Mining 0.37 -
Transport Services 0.57 -
Industrial Manufacturing 0.26 -
Realty 0.59 -
Capital Markets 0.53 -
Beverages 3.94 -
Energy - 6.26
Technology - 7.45
Consumer Staples - 4.55
Financial - 24.63
Metals & Mining - 4.86
Healthcare - 3.63
Automobile - 9.65
Capital Goods - 15
Communication - 3.13
Materials - 5.42
Consumer Discretionary - 2.16
Services - 5.24
Chemicals - 0.3

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