Sundaram Flexicap Fund Regular Growth vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Sundaram Flexicap Fund Regular Growth
Chart Comparison
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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