UTI 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 UTI Flexi Cap Fund - Growth Option

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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 UTI Flexi Cap Fund - Growth Option
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹21899 Cr ₹25698 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Aug 1998 08 May 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 8%
Expense Ratio 1.68 1.64
Manager Dhaval Joshi Ajay Tyagi
ISIN Code INF209K01AJ8 INF789F01513
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option
1 Month -6.42% -4.55%
6 Month 8.22% 11.08%
1 Year 28.31% 19.67%
3 Year 12.89% 4.16%
5 Year 17.42% 15.83%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option
6 Month - -
1 Year 21.49% 19.24%
3 Year 21.94% 14.54%
5 Year 20.86% 15.43%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option
1 Year 17.29% 13.92%
3 Year 16.34% 13.31%
5 Year 16.91% 14.78%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option
Standard Deviation 12.55% 13.38%
Sharp 0.56% 0.03%
Beta 0.98% 0.93%
Alpha -1.25% -8.06%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option
Name Dhaval Joshi Ajay Tyagi
Total AUM ₹361932 Cr ₹26424 Cr
Fund Manage 55 1
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan UTI Flexi Cap Fund - Growth Option

Market Cap

Scheme Name

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

UTI Flexi Cap Fund - Growth Option

Others 3.81 7.18
Large Cap 74.07 56.65
Mid Cap 13.14 26.68
Small Cap 8.98 9.5

Sector Allocation

Scheme Name

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

UTI Flexi Cap Fund - Growth Option

Others 1.56 3.76
Energy 4.06 -
Healthcare 10.07 11.31
Communication 4.78 1.9
Technology 10.34 11.43
Materials 1.29 6.71
Construction 3.07 -
Financial 27.49 23.95
Metals & Mining 4.07 1.36
Consumer Staples 7.81 2.9
Capital Goods 6.1 5.83
Chemicals 1.19 3.01
Services 2.72 14.51
Automobile 7.27 6.45
Insurance 2.8 -
Consumer Discretionary 3.45 4.95
Diversified 0.91 1.01
Unclassified 1.02 -
Textiles - 0.93

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