Tata Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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 -5.89% -4.16%
6 Month 11.77% 11.07%
1 Year 37.92% 32.09%
3 Year 13.8% 13.09%
5 Year 18.66% 15.87%

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 15.35% 13.56%
3 Year 34.1% 31.33%
5 Year 66.01% 56.93%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 17.43% 13.92%
3 Year 16.37% 15.84%
5 Year 16.9% 15.14%

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 0.74% 0.68%
Beta 0.98% 0.85%
Alpha -1.2% -1.37%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Tata Quant Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth

3Y Returns16.51%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns33.46%

Compare Now

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns0%

VS

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

3Y Returns19.22%

Compare Now

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns5.57%

VS

LIC MF Overnight Fund Regular - Growth LIC MF Overnight Fund Regular - Growth

3Y Returns5.73%

Compare Now

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns17.32%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns18.55%

Compare Now
Request call back
Add to Cart Successfully