Tata Flexi Cap Fund 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 Tata Flexi Cap Fund -Regular Plan-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 Tata Flexi Cap Fund -Regular Plan-Growth
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21899 Cr ₹2910 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 14 Aug 1998 05 Aug 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 69.17%
Expense Ratio 1.68 1.94
Manager Dhaval Joshi Amey Sathe
ISIN Code INF209K01AJ8 INF277K019K2
Exits Load Exit load of 1%, if redeemed within 90 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Month -6.99% -5.72%
6 Month 7.56% 6.17%
1 Year 27.53% 20.57%
3 Year 12.64% 10.61%
5 Year 17.25% 14.88%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year 21.49% 18.14%
3 Year 21.94% 19.88%
5 Year 20.86% 18.41%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 17.29% 14.26%
3 Year 16.34% 15.8%
5 Year 16.91% 15.24%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.55% 11.4%
Sharp 0.56% 0.56%
Beta 0.98% 0.84%
Alpha -1.25% -0.86%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
Name Dhaval Joshi Amey Sathe
Total AUM ₹361932 Cr ₹11910 Cr
Fund Manage 55 4
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

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

Tata Flexi Cap Fund -Regular Plan-Growth

Others 3.81 7.91
Large Cap 74.07 46.17
Mid Cap 13.14 22.23
Small Cap 8.98 23.69

Sector Allocation

Scheme Name

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

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.56 4.08
Energy 4.06 9.26
Healthcare 10.07 7.01
Communication 4.78 1.54
Technology 10.34 4.96
Materials 1.29 4.45
Construction 3.07 6.97
Financial 27.49 27.21
Metals & Mining 4.07 2.46
Consumer Staples 7.81 7.21
Capital Goods 6.1 7.19
Chemicals 1.19 1.54
Services 2.72 8.25
Automobile 7.27 2.92
Insurance 2.8 2
Consumer Discretionary 3.45 2.95
Diversified 0.91 -
Unclassified 1.02 -

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