UTI vs Aditya Birla Sun Life Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

UTI Flexi Cap Fund - Growth Option

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	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 Risk	Very High Risk
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	-3.05%	-1.62%
6 Month	-8.52%	-6.25%
1 Year	7.04%	10.17%
3 Year	12.82%	6.94%
5 Year	14.91%	12.99%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	UTI Flexi Cap Fund - Growth Option
6 Month	-	-
1 Year	-5.79%	-0.75%
3 Year	14.23%	9.9%
5 Year	16.35%	11.88%

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%	14.037%
Sharp	0.5%	0.083%
Beta	0.97%	0.918%
Alpha	-0.81%	-6.197%

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

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