Aditya Birla Sun Life Flexi Cap Fund vs UTI - Flexi Cap Fund.
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 17.1% a year against 10.3% for UTI - Flexi Cap Fund. (Direct plans). Aditya Birla Sun Life Flexi Cap Fund was the more consistent: ahead of its index in 59% of rolling 3-year periods, against 0%. In falling months, Aditya Birla Sun Life Flexi Cap Fund fell less: 82% of the index's fall, against 98%. They hold 20 stocks in common; the portfolio overlap is 30%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Flexi Cap Fund | UTI - Flexi Cap Fund. | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | UTI Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹28,393 cr | ₹22,395 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.90% | 1.15% |
| 1Y return | 8.7% | 2.5% |
| 3Y return (a year) | 17.1% | 10.3% |
| 5Y return (a year) | 11.9% | 4.6% |
| 3Y vs index | +4.8% | -1.9% |
| Rating score, rank | 56 · #13 of 36 | 46 · #24 of 36 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.66% | 1.68% |
| 1Y return | 7.9% | 1.9% |
| 3Y return (a year) | 16.1% | 9.6% |
| 5Y return (a year) | 11.0% | 3.9% |
| 3Y vs index | +3.9% | -2.6% |
| Rating score, rank | 60 · #11 of 36 | 46 · #24 of 36 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 59% | 0% |
| Deepest fall, 3Y | -17.0% | -20.1% |
| Volatility, 3Y | 13.6% | 13.8% |
| Max fall, 5Y | -19.5% | -25.6% |
| Down capture, 3Y | 82 | 98 |
| Stocks held | 80 | 53 |
| Top 10 holdings | 27% | 44% |
| Large / mid / small caps | 54 / 27 / 17% | 58 / 26 / 12% |
| Largest sector | Banks | Retailing |
Common questions
Aditya Birla Sun Life Flexi Cap Fund or UTI - Flexi Cap Fund.: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life Flexi Cap Fund is rated B and UTI - Flexi Cap Fund. is rated B, 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 UTI - 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 10.3% for UTI - Flexi Cap Fund. (Direct plans).
How much do Aditya Birla Sun Life Flexi Cap Fund and UTI - Flexi Cap Fund. overlap?
They hold 20 stocks in common; the portfolio overlap is 30%.
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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