Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Flexicap Fund Regular Growth vs Aditya Birla Sun Life Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Sundaram Flexicap Fund Regular Growth

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 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% -

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

Get Free Experts Guidance
fund-icons

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

Top Comparisons

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns24.37%

VS

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns28.39%

Compare Now

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns18.83%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns24%

Compare Now

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns16.37%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns13.69%

Compare Now

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns13.78%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns14.98%

Compare Now
Add to Cart Successfully
OSZAR »