UTI vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
UTI Flexi Cap Fund - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹22507 Cr | ₹25924 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Aug 1998 | 01 Aug 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 | 1.65 |
| Manager | Dhaval Joshi | Ajay Tyagi |
| ISIN Code | INF209K01AJ8 | INF789F01513 |
| 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 | UTI Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | -3.46% | -4.76% |
| 6 Month | -3.26% | -1.04% |
| 1 Year | 12.94% | 12.02% |
| 3 Year | 12.5% | 4.96% |
| 5 Year | 16.08% | 14.35% |
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.62% | 7.71% |
| 3 Year | 17.39% | 12.23% |
| 5 Year | 18.14% | 13.47% |
| 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% |
| 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 | 0.53% | -0.01% |
| Beta | 0.97% | 0.94% |
| Alpha | -0.89% | -7.85% |
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| 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 |
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 0.98 | 4.36 |
| Large Cap | 67.65 | 54.79 |
| Small Cap | 13.11 | 10.77 |
| Mid Cap | 17.83 | 30.05 |
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
UTI Flexi Cap Fund - Growth Option |
|---|---|---|
| Others | 0.98 | 4.36 |
| Telecom - Services | 3.25 | 2.06 |
| Petroleum Products | 5.03 | - |
| IT - Software | 10.74 | 12.79 |
| Construction | 2.89 | - |
| Finance | 4.45 | 5.59 |
| Banks | 20.57 | 17.04 |
| Non - Ferrous Metals | 1.22 | - |
| Pharmaceuticals & Biotechnology | 6.63 | 7.33 |
| Cement & Cement Products | 2.5 | 1.21 |
| Paper, Forest & Jute Products | 0.56 | - |
| Healthcare Services | 2.27 | 3.55 |
| Electrical Equipment | 2.5 | 0.3 |
| Auto Components | 4.54 | 3.47 |
| Ferrous Metals | 0.98 | - |
| Automobiles | 5.24 | 2.87 |
| Chemicals & Petrochemicals | 2.23 | 1.94 |
| Personal Products | 1.11 | 0.51 |
| Insurance | 3.99 | - |
| Consumer Durables | 4.27 | 9.69 |
| Industrial Products | 2.85 | 4.31 |
| Agricultural Food & other Products | 1.47 | 0.9 |
| Retailing | 1.86 | 14.57 |
| Entertainment | 0.43 | - |
| Fertilizers & Agrochemicals | 0.24 | 1.49 |
| Aerospace & Defense | 0.51 | - |
| Minerals & Mining | 0.37 | - |
| Transport Services | 0.57 | - |
| Industrial Manufacturing | 0.26 | - |
| Realty | 0.59 | - |
| Capital Markets | 0.53 | - |
| Beverages | 3.94 | - |
| Healthcare Equipment & Supplies | - | 1.75 |
| Food Products | - | 0.98 |
| Leisure Services | - | 1.34 |
| Diversified | - | 0.98 |
| Textiles & Apparels | - | 0.94 |
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