Aditya Birla Sun Life Flexi Cap Fund vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
SBI Magnum Constant Maturity Fund - Regular Plan - Growth
3Y Returns8.45%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns8.25%
Kotak Emerging Equity Scheme - Growth
3Y Returns17.91%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.95%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.86%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns20.24%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
LIC MF Large Cap Fund-Growth
3Y Returns10.67%