UTI vs Aditya Birla Sun Life Flexi Cap Fund compare

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

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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	Very High
Asset Size (Cr)	₹21417 Cr	₹25096 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	1.69
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	6.02%	3.22%
6 Month	-11.61%	-11.97%
1 Year	7.55%	8.62%
3 Year	12.41%	6.22%
5 Year	25.57%	21.21%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
6 Month	-2.69%	-4.41%
1 Year	-3.78%	-4.09%
3 Year	16.04%	10.13%
5 Year	16.68%	11.09%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
1 Year	17.42%	14.12%
3 Year	16.25%	13.17%
5 Year	16.95%	14.82%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Standard Deviation	12.55%	14.334%
Sharp	0.44%	0.03%
Beta	0.95%	0.9%
Alpha	-0.39%	-5.578%

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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
Funds Managed	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	2.97	4.19
Large Cap	68.48	60.78
Small Cap	10.36	11.6
Mid Cap	18.19	23.42

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Others	1.38	4.19
Communication Services	3.18	6.56
Energy	5.54	-
Technology	11.14	15.25
Healthcare	8.65	11.29
Industrials	11.66	6.13
Financial Services	30.82	25.21
Basic Materials	8.1	6.76
Consumer Cyclical	11.37	19.16
Utilities	0.08	-
Consumer Defensive	7.5	5.44
Real Estate	0.6	-