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 Very High
Asset Size (Cr) ₹21899 Cr ₹2154 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 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 Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
1 Month 5.58% 2.39%
6 Month 23.7% 17.2%
1 Year 35.3% 31.98%
3 Year 15.59% -
5 Year 21.72% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 15.35% 11.68%
3 Year 34.1% 21.95%
5 Year 66.01% 21.95%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
1 Year 21.14% 18.73%
3 Year 49.92% 25.55%
5 Year 72.67% 25.55%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Sundaram Flexicap Fund Regular Growth
Standard Deviation 12.55% 8.4%
Sharp 0.74% -
Beta 0.98% -
Alpha -1.63% -

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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 3.81 3.68
Large Cap 74.07 75.13
Mid Cap 13.14 8.02
Small Cap 8.98 13.19

Sector Allocation

Scheme Name

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

Sundaram Flexicap Fund Regular Growth

Others 1.56 0.59
Energy 4.06 9.77
Healthcare 10.07 7.87
Communication 4.78 3.82
Technology 10.34 7.52
Materials 1.29 4.04
Construction 3.07 6.18
Financial 27.49 29.63
Metals & Mining 4.07 1.32
Consumer Staples 7.81 6.47
Capital Goods 6.1 0.88
Chemicals 1.19 1.7
Services 2.72 13.32
Automobile 7.27 3.88
Insurance 2.8 -
Consumer Discretionary 3.45 3.03
Diversified 0.91 -
Unclassified 1.02 -

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