Axis Flexi Cap Fund vs SBI Flexicap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Flexi Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22001 Cr ₹12723 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Sep 2005 10 Nov 2017
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 55% 30%
Expense Ratio 1.66 1.72
Manager Pradeep Kesavan Shreyash Devalkar
ISIN Code INF200K01222 INF846K01B51
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
1 Month 5.35% 2.45%
6 Month 16.01% 20.56%
1 Year 30.11% 37.71%
3 Year 14.34% 12.63%
5 Year 19.03% 17.77%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 12.84% 16.46%
3 Year 29.03% 28.91%
5 Year 59.21% 53.09%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
1 Year 19.55% 17.76%
3 Year 46.21% 39.89%
5 Year 65.2% 58.9%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 10.98% 13.16%
Sharp 0.83% 0.59%
Beta 0.83% 0.94%
Alpha -0.65% -4.77%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth
Name Pradeep Kesavan Shreyash Devalkar
Total AUM ₹434274 Cr ₹166770 Cr
Fund Manage 43 14
SBI Flexicap Fund - REGULAR PLAN -Growth Option Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Axis Flexi Cap Fund - Regular Plan - Growth

Large Cap 51.67 68.09
Others 10.57 5.7
Small Cap 17.91 12.9
Mid Cap 19.85 13.32

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Axis Flexi Cap Fund - Regular Plan - Growth

Banks 18.44 -
Petroleum Products 6.64 -
Others 10.57 5.69
IT - Software 3.44 -
Automobiles 4.82 -
Construction 3.6 6.14
Telecom - Services 2.5 -
Cement & Cement Products 5.01 -
Non - Ferrous Metals 1.74 -
Healthcare Services 2.12 -
Gas 1.94 -
Leisure Services 1.93 -
Diversified FMCG 2.33 -
Auto Components 1.86 -
Finance 4.28 -
Industrial Products 3.87 -
Personal Products 1.79 -
Insurance 2.07 -
Ferrous Metals 2.46 -
Beverages 1.17 -
Transport Services 1.78 -
Consumer Durables 4.98 -
Capital Markets 1.62 -
Retailing 2 -
Textiles & Apparels 2.05 -
Power 1.38 -
Pharmaceuticals & Biotechnology 1.16 -
Entertainment 0.56 -
Fertilizers & Agrochemicals 0.53 -
Chemicals & Petrochemicals 0.35 -
Household Products 0.33 -
Electrical Equipment 0.25 -
Industrial Manufacturing 0.24 -
Agricultural Food & other Products 0.19 -
Financial - 24.97
Automobile - 11.39
Capital Goods - 8.03
Communication - 3.58
Services - 11.77
Technology - 5.32
Materials - 3.65
Energy - 4.56
Consumer Staples - 2.36
Healthcare - 6.98
Diversified - 1.73
Chemicals - 2.33
Consumer Discretionary - 0.98
Metals & Mining - 0.53

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns5.71%

VS

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns6.05%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns29%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns38.51%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns5.56%

VS

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns5.55%

Compare Now

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

3Y Returns5.47%

VS

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns5.88%

Compare Now
Request call back
Add to Cart Successfully