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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 | 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 | 7.74% | 6.33% |
| 6 Month | -10.86% | -9.74% |
| 1 Year | 10.52% | 6.73% |
| 3 Year | 13.82% | - |
| 5 Year | 24.91% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.69% | -3.71% |
| 1 Year | -3.78% | -5.32% |
| 3 Year | 16.04% | - |
| 5 Year | 16.68% | - |
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 | 0.44% | - |
| Beta | 0.95% | - |
| Alpha | -0.39% | - |
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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 |
| Funds Managed | 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 | 2.97 | 2.95 |
| Large Cap | 68.48 | 71.33 |
| Small Cap | 10.36 | 12.64 |
| Mid Cap | 18.19 | 13.08 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 1.38 | 3.46 |
| Communication Services | 3.18 | 5.94 |
| Energy | 5.54 | 5.61 |
| Technology | 11.14 | 8.91 |
| Healthcare | 8.65 | 7.21 |
| Industrials | 11.66 | 13.77 |
| Financial Services | 30.82 | 31.92 |
| Basic Materials | 8.1 | 5.37 |
| Consumer Cyclical | 11.37 | 9.69 |
| Utilities | 0.08 | 1.44 |
| Consumer Defensive | 7.5 | 6.69 |
| Real Estate | 0.6 | - |
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