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Aditya Birla Sun Life Flexi Cap Fund vs SBI Flexicap Fund compare

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21593 Cr ₹21417 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 29 Sep 2005 27 Aug 1998
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 55% 20%
Expense Ratio 1.67 1.68
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01222 INF209K01AJ8
Exits Load SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 4.99% 3.44%
6 Month -7.29% -4.47%
1 Year 5.57% 12.21%
3 Year 10.04% 14.55%
5 Year 20.49% 24.19%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month -0.94% 1.18%
1 Year -5.51% -0.39%
3 Year 11.49% 16.62%
5 Year 13.67% 16.68%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 13.06% 17.42%
3 Year 12.84% 16.25%
5 Year 12.81% 16.95%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 10.98% 12.55%
Sharp 0.24% 0.44%
Beta 0.84% 0.96%
Alpha -2.79% -0.36%

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Fund Managers

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Funds Managed 43 55
SBI Flexicap Fund - REGULAR PLAN -Growth Option Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

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

Others 14.68 1.22
Large Cap 57.42 70.79
Small Cap 13.96 10.72
Mid Cap 13.94 17.25

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

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

Others 8.64 1.22
Energy 4.68 -
Technology 10.28 -
Industrials 5.97 -
Basic Materials 6.85 -
Financial Services 34.14 -
Healthcare 4.87 -
Consumer Defensive 2.91 -
Consumer Cyclical 15.65 -
Communication Services 5.84 -
Utilities 0.16 -
Telecom - Services - 3.14
Petroleum Products - 5.4
IT - Software - 10.03
Pharmaceuticals & Biotechnology - 5.52
Construction - 2.34
Finance - 5.94
Consumer Durables - 2.43
Banks - 22.94
Non - Ferrous Metals - 1.63
Cement & Cement Products - 2.51
Healthcare Services - 1.97
Electrical Equipment - 2.2
Auto Components - 4.82
Automobiles - 5.47
Chemicals & Petrochemicals - 2.51
Personal Products - 1.18
Insurance - 4.04
Industrial Products - 3.32
Agricultural Food & other Products - 1.68
Retailing - 2.07
Fertilizers & Agrochemicals - 0.4
Minerals & Mining - 0.35
Transport Services - 0.76
Industrial Manufacturing - 0.42
Realty - 0.58
Capital Markets - 0.54
Ferrous Metals - 1.17
Beverages - 3.4

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