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

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)	₹22001 Cr	₹21899 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹100
Launch Date	05 Sep 2005	14 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	55%	20%
Expense Ratio	1.66	1.68
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01222	INF209K01AJ8
Exits Load	Exit load of 0.10% if redeemed within 30 days./365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	4.62%	7.1%
6 Month	20.44%	24.05%
1 Year	28.73%	36.75%
3 Year	14.28%	15.94%
5 Year	18.53%	21.09%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	12.84%	15.35%
3 Year	29.03%	34.1%
5 Year	59.21%	66.01%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	19.55%	21.14%
3 Year	46.21%	49.92%
5 Year	65.2%	72.67%

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	0.69%	0.74%
Beta	0.83%	0.98%
Alpha	-0.68%	-1.63%

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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
Fund Manage	43	55
	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	10.57	3.81
Large Cap	51.67	74.07
Small Cap	17.91	8.98
Mid Cap	19.85	13.14

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	10.57	1.56
Petroleum Products	6.64	-
IT - Software	3.44	-
Construction	3.6	3.07
Ferrous Metals	2.46	-
Finance	4.28	-
Capital Markets	1.62	-
Healthcare Services	2.12	-
Diversified FMCG	2.33	-
Agricultural Food & other Products	0.19	-
Non - Ferrous Metals	1.74	-
Banks	18.44	-
Pharmaceuticals & Biotechnology	1.16	-
Cement & Cement Products	5.01	-
Consumer Durables	4.98	-
Auto Components	1.86	-
Fertilizers & Agrochemicals	0.53	-
Chemicals & Petrochemicals	0.35	-
Automobiles	4.82	-
Personal Products	1.79	-
Transport Services	1.78	-
Industrial Products	3.87	-
Telecom - Services	2.5	-
Insurance	2.07	2.8
Gas	1.94	-
Electrical Equipment	0.25	-
Leisure Services	1.93	-
Household Products	0.33	-
Retailing	2	-
Power	1.38	-
Industrial Manufacturing	0.24	-
Beverages	1.17	-
Entertainment	0.56	-
Textiles & Apparels	2.05	-
Energy	-	4.06
Healthcare	-	10.07
Communication	-	4.78
Technology	-	10.34
Materials	-	1.29
Financial	-	27.49
Metals & Mining	-	4.07
Consumer Staples	-	7.81
Capital Goods	-	6.1
Chemicals	-	1.19
Services	-	2.72
Automobile	-	7.27
Consumer Discretionary	-	3.45
Diversified	-	0.91
Unclassified	-	1.02