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Sundaram Flexicap Fund Regular Growth 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 Sundaram Flexicap Fund Regular Growth

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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 Sundaram Flexicap Fund Regular Growth
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High
Asset Size (Cr) ₹21417 Cr ₹2123 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 27 Aug 1998 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 42%
Expense Ratio 1.68 2
Manager Dhaval Joshi Dwijendra Srivastava
ISIN Code INF209K01AJ8 INF903JA1LB8
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 Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
1 Month -3.05% -2.15%
6 Month -8.52% -7.75%
1 Year 7.04% 5.97%
3 Year 12.82% -
5 Year 14.91% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year -5.29% -4.08%
3 Year 14.08% -
5 Year 15.96% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
1 Year 17.42% 25.7%
3 Year 16.25% -
5 Year 16.95% -

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
Standard Deviation 12.55% -
Sharp 0.5% -
Beta 0.97% -
Alpha -0.81% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
Name Dhaval Joshi Dwijendra Srivastava
Total AUM ₹361932 Cr ₹14140 Cr
Fund Manage 55 14
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

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

Sundaram Flexicap Fund Regular Growth

Others 0.98 3.68
Large Cap 67.65 75.13
Small Cap 13.11 13.19
Mid Cap 17.83 8.02

Sector Allocation

Scheme Name

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

Sundaram Flexicap Fund Regular Growth

Others 0.98 0.59
Telecom - Services 3.25 -
Petroleum Products 5.03 -
IT - Software 10.74 -
Construction 2.89 6.18
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 - 9.77
Technology - 7.52
Financial - 29.63
Materials - 4.04
Consumer Staples - 6.47
Healthcare - 7.87
Metals & Mining - 1.32
Services - 13.32
Automobile - 3.88
Consumer Discretionary - 3.03
Capital Goods - 0.88
Chemicals - 1.7
Communication - 3.82

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