Sundaram Flexicap Fund Regular Growth vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹22826 Cr | ₹2123 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 27 Aug 1998 | 06 Sep 2022 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 42% |
Expense Ratio | 1.68 | 2 |
Manager | Dhaval Joshi | Dwijendra Srivastava |
ISIN Code | INF209K01AJ8 | INF903JA1LB8 |
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 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Month | 0.77% | 1.06% |
6 Month | 0.91% | -1.65% |
1 Year | 8.68% | 7.55% |
3 Year | 22.25% | - |
5 Year | 23.3% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 7.92% | 6.66% |
1 Year | 8.78% | 6.06% |
3 Year | 18.16% | - |
5 Year | 17.04% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 16.85% | 23.46% |
3 Year | 16.17% | - |
5 Year | 17.02% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 12.55% | - |
Sharp | 0.9% | - |
Beta | 0.94% | - |
Alpha | 0.76% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Name | Dhaval Joshi | Dwijendra Srivastava |
Total AUM | ₹361932 Cr | ₹14140 Cr |
Funds Managed | 55 | 14 |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | Sundaram Flexicap Fund Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 1.35 | 2.95 |
Large Cap | 69.72 | 71.33 |
Small Cap | 12.23 | 12.64 |
Mid Cap | 16.46 | 13.08 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 1.35 | 3.46 |
Telecom - Services | 3.32 | - |
Petroleum Products | 5.78 | - |
IT - Software | 8.03 | - |
Pharmaceuticals & Biotechnology | 4.73 | - |
Construction | 2.1 | - |
Finance | 5.61 | - |
Consumer Durables | 2.63 | - |
Banks | 23.9 | - |
Non - Ferrous Metals | 1.52 | - |
Cement & Cement Products | 2.64 | - |
Electrical Equipment | 2.17 | - |
Auto Components | 4.55 | - |
Automobiles | 5.92 | - |
Chemicals & Petrochemicals | 2.89 | - |
Personal Products | 1.32 | - |
Healthcare Services | 1.87 | - |
Insurance | 4.33 | - |
Industrial Products | 3.18 | - |
Agricultural Food & other Products | 1.82 | - |
Retailing | 2.16 | - |
Fertilizers & Agrochemicals | 0.4 | - |
Minerals & Mining | 0.39 | - |
Transport Services | 0.8 | - |
Industrial Manufacturing | 0.39 | - |
Realty | 0.57 | - |
Capital Markets | 0.57 | - |
Ferrous Metals | 1.22 | - |
Beverages | 3.6 | - |
Energy | - | 5.61 |
Technology | - | 8.91 |
Financial Services | - | 31.92 |
Consumer Cyclical | - | 9.69 |
Basic Materials | - | 5.37 |
Communication Services | - | 5.94 |
Industrials | - | 13.77 |
Consumer Defensive | - | 6.69 |
Healthcare | - | 7.21 |
Utilities | - | 1.44 |
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