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	3.44%	3.34%
6 Month	-4.47%	-3.33%
1 Year	12.21%	14.85%
3 Year	14.55%	8.51%
5 Year	24.19%	20.66%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
6 Month	1.18%	-0.32%
1 Year	-0.39%	-0.66%
3 Year	16.62%	11.38%
5 Year	16.68%	11.4%

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	0.96%	0.9%
Alpha	-0.36%	-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	1.22	4.19
Large Cap	70.79	60.78
Small Cap	10.72	11.6
Mid Cap	17.25	23.42

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
Others	1.22	4.19
Telecom - Services	3.14	-
Petroleum Products	5.4	-
IT - Software	10.03	-
Pharmaceuticals & Biotechnology	5.52	-
Construction	2.34	-
Finance	5.94	-
Consumer Durables	2.43	-
Banks	22.94	-
Non - Ferrous Metals	1.63	-
Cement & Cement Products	2.51	-
Healthcare Services	1.97	-
Electrical Equipment	2.2	-
Auto Components	4.82	-
Automobiles	5.47	-
Chemicals & Petrochemicals	2.51	-
Personal Products	1.18	-
Insurance	4.04	-
Industrial Products	3.32	-
Agricultural Food & other Products	1.68	-
Retailing	2.07	-
Fertilizers & Agrochemicals	0.4	-
Minerals & Mining	0.35	-
Transport Services	0.76	-
Industrial Manufacturing	0.42	-
Realty	0.58	-
Capital Markets	0.54	-
Ferrous Metals	1.17	-
Beverages	3.4	-
Industrials	-	6.13
Technology	-	15.25
Basic Materials	-	6.76
Healthcare	-	11.29
Financial Services	-	25.21
Consumer Cyclical	-	19.16
Consumer Defensive	-	5.44
Communication Services	-	6.56