Aditya Birla Sun Life Flexi Cap Fund vs Franklin India Flexi Cap Fund
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 17.1% a year against 12.5% for Franklin India Flexi Cap Fund (Direct plans). Franklin India Flexi Cap Fund was the more consistent: ahead of its index in 99% of rolling 3-year periods, against 59%. In falling months, Aditya Birla Sun Life Flexi Cap Fund fell less: 82% of the index's fall, against 88%. They hold 22 stocks in common; the portfolio overlap is 38%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Flexi Cap Fund | Franklin India Flexi Cap Fund | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | Franklin Templeton Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹28,393 cr | ₹18,228 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.90% | 0.98% |
| 1Y return | 8.7% | -0.5% |
| 3Y return (a year) | 17.1% | 12.5% |
| 5Y return (a year) | 11.9% | 11.1% |
| 3Y vs index | +4.8% | +0.3% |
| Rating score, rank | 56 · #13 of 36 | 32 · #29 of 36 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.66% | 1.77% |
| 1Y return | 7.9% | -1.2% |
| 3Y return (a year) | 16.1% | 11.6% |
| 5Y return (a year) | 11.0% | 10.2% |
| 3Y vs index | +3.9% | -0.6% |
| Rating score, rank | 60 · #11 of 36 | 33 · #29 of 36 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 59% | 99% |
| Deepest fall, 3Y | -17.0% | -16.4% |
| Volatility, 3Y | 13.6% | 13.7% |
| Max fall, 5Y | -19.5% | -17.6% |
| Down capture, 3Y | 82 | 88 |
| Stocks held | 80 | 57 |
| Top 10 holdings | 27% | 40% |
| Large / mid / small caps | 54 / 27 / 17% | 71 / 13 / 10% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life Flexi Cap Fund or Franklin India Flexi Cap Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life Flexi Cap Fund is rated B and Franklin India Flexi Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Aditya Birla Sun Life Flexi Cap Fund or Franklin India Flexi Cap Fund: which has done better?
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 17.1% a year against 12.5% for Franklin India Flexi Cap Fund (Direct plans).
How much do Aditya Birla Sun Life Flexi Cap Fund and Franklin India Flexi Cap Fund overlap?
They hold 22 stocks in common; the portfolio overlap is 38%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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