LIC MF Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹21417 Cr | ₹992 Cr | ₹992 Cr |
Min Investment | ₹100 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 27 Aug 1998 | 13 Jan 1993 | 13 Jan 1993 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | % | 109% |
Expense Ratio | 1.68 | 2.25 | 2.25 |
Manager | Dhaval Joshi | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
ISIN Code | INF209K01AJ8 | INF767K01071 | INF767K01071 |
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 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - 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 | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.44% | 2.44% | 2.44% |
6 Month | -4.47% | -11.91% | -11.91% |
1 Year | 12.21% | 4.45% | 4.45% |
3 Year | 14.55% | 12.06% | 12.06% |
5 Year | 24.19% | 17.75% | 17.75% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 1.18% | -4.69% | -4.69% |
1 Year | -0.39% | -14.91% | -14.91% |
3 Year | 16.62% | 10.03% | 10.03% |
5 Year | 16.68% | 11.76% | 11.76% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 17.42% | 10.8% | 10.8% |
3 Year | 16.25% | 9.48% | 9.48% |
5 Year | 16.95% | 9.99% | 9.99% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.55% | 11.99% | 11.99% |
Sharp | 0.44% | 0.26% | 0.26% |
Beta | 0.96% | 0.96% | 0.96% |
Alpha | -0.36% | -2.86% | -2.86% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Dhaval Joshi | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
Total AUM | ₹361932 Cr | ₹2153 Cr | ₹2153 Cr |
Funds Managed | 55 | 3 | 3 |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.22 | 7.76 | 7.76 |
Large Cap | 70.79 | 31.83 | 31.83 |
Small Cap | 10.72 | 47.88 | 47.88 |
Mid Cap | 17.25 | 12.53 | 12.53 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.22 | 5.31 | 5.31 |
Telecom - Services | 3.14 | - | - |
Petroleum Products | 5.4 | - | - |
IT - Software | 10.03 | - | - |
Pharmaceuticals & Biotechnology | 5.52 | - | - |
Construction | 2.34 | - | - |
Finance | 5.94 | - | - |
Consumer Durables | 2.43 | - | - |
Banks | 22.94 | - | - |
Non - Ferrous Metals | 1.63 | - | - |
Cement & Cement Products | 2.51 | - | - |
Healthcare Services | 1.97 | - | - |
Electrical Equipment | 2.2 | - | - |
Auto Components | 4.82 | - | - |
Automobiles | 5.47 | - | - |
Chemicals & Petrochemicals | 2.51 | - | - |
Personal Products | 1.18 | - | - |
Insurance | 4.04 | - | - |
Industrial Products | 3.32 | - | - |
Agricultural Food & other Products | 1.68 | - | - |
Retailing | 2.07 | - | - |
Fertilizers & Agrochemicals | 0.4 | - | - |
Minerals & Mining | 0.35 | - | - |
Transport Services | 0.76 | - | - |
Industrial Manufacturing | 0.42 | - | - |
Realty | 0.58 | - | - |
Capital Markets | 0.54 | - | - |
Ferrous Metals | 1.17 | - | - |
Beverages | 3.4 | - | - |
Technology | - | 5.94 | 5.94 |
Consumer Defensive | - | 9.18 | 9.18 |
Financial Services | - | 20.63 | 20.63 |
Basic Materials | - | 9.9 | 9.9 |
Industrials | - | 16.4 | 16.4 |
Consumer Cyclical | - | 16.26 | 16.26 |
Utilities | - | 5.21 | 5.21 |
Healthcare | - | 6.83 | 6.83 |
Communication Services | - | 2.13 | 2.13 |
Energy | - | 0 | 0 |
Real Estate | - | 2.21 | 2.21 |
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