Aditya Birla SL Flexi Cap Fund (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Flexi Cap Fund (G) (9) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Flexi Cap Fund (G)
Aditya Birla Sun Life AMC Ltd
The objective of the scheme is long term growth of capital, through investment in equity & equity related instruments across market cap (large, mid & small) companies.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Average Quality
Aditya Birla SL Flexi Cap Fund (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
1-Year Returns
Recent performance momentum
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has outperformed its benchmark by 1.64% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 8.21% |
| HDFC Bank Ltd | Banks | 4.82% |
| Kotak Mahindra Bank Ltd | Banks | 3.95% |
| Infosys Ltd | IT - Software | 3.73% |
| Reliance Industries Ltd | Refineries | 3.43% |
| Bharti Airtel Ltd | Telecom-Service | 2.48% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 2.40% |
| State Bank of India | Banks | 2.25% |
| HCL Technologies Ltd | IT - Software | 2.20% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.09% |
Sector Breakdown
Compare against Flexi Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Flexi Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Flexi Cap Fund category
Aditya Birla SL Flexi Cap Fund (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Flexi Cap Fund - Direct (G) | ₹2261.63 | 15.57% | 5.68% | 23.13% |
| HDFC Flexi Cap Fund - (G) | ₹2065.30 | 15.19% | 5.00% | 22.32% |
| Aditya Birla SL Flexi Cap Fund - Direct (G) | ₹2063.16 | 16.57% | 0.44% | 17.95% |
| Franklin India Flexi Cap Fund - Direct (G) | ₹1849.26 | 12.98% | -2.27% | 19.08% |
| Franklin India Flexi Cap Fund - (G) | ₹1657.89 | 12.54% | -3.03% | 18.16% |
| Canara Robeco Flexi Cap Fund - Direct (G) | ₹393.20 | 18.35% | 1.62% | 16.56% |
| UTI-Flexi Cap Fund - Direct (G) | ₹358.03 | 14.30% | 1.58% | 11.01% |
| Canara Robeco Flexi Cap Fund (G) | ₹349.64 | 17.68% | 0.48% | 15.20% |
| UTI-Flexi Cap Fund (G) | ₹333.29 | 13.93% | 0.94% | 10.22% |
| HSBC Flexi Cap Fund - Direct (G) | ₹250.00 | 20.21% | -1.32% | 20.18% |
Category Average Returns
Harish Krishnan
A seasoned investment professional with over 28 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.