Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Flexi Cap Fund Regular vs SBI Flexicap Fund compare

Link copied to clipboard!

tortoise-icon ITI Flexi Cap Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1201 Cr ₹21593 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Feb 2023 29 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over % 55%
Expense Ratio 2.03 1.67
Manager Rohan Korde Pradeep Kesavan
ISIN Code INF00XX01CL3 INF200K01222
Exits Load ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month 8.31% 4.25%
6 Month -14.95% -11.89%
1 Year 3.35% 2.98%
3 Year - 9.4%
5 Year - 22.89%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month -7.91% -4.92%
1 Year -14.38% -9.3%
3 Year - 10.61%
5 Year - 13.46%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 47.9% 13.06%
3 Year - 12.84%
5 Year - 12.81%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation - 10.98%
Sharp - 0.29%
Beta - 0.85%
Alpha - -2.08%

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 ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name Rohan Korde Pradeep Kesavan
Total AUM ₹4626 Cr ₹434274 Cr
Funds Managed 10 43
ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name

ITI Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 5.78 14.01
Large Cap 45.55 50.99
Small Cap 34.85 17.74
Mid Cap 13.83 17.26

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 4.89 7.82
Energy 4.69 4.58
Industrials 21.81 7.5
Technology 13.06 10.09
Financial Services 19.69 27.7
Consumer Cyclical 9.7 16.13
Basic Materials 7.45 7.04
Real Estate 1.93 -
Healthcare 7.06 6.34
Utilities 2.17 1.85
Consumer Defensive 5.03 4.84
Communication Services 2.54 6.11

Top Comparisons

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns9.22%

VS

Invesco India Equity Savings Fund - Regular Plan - Growth Invesco India Equity Savings Fund - Regular Plan - Growth

3Y Returns9.01%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns11.44%

VS

Nippon India Focused Equity Fund -Growth Plan -Growth Option Nippon India Focused Equity Fund -Growth Plan -Growth Option

3Y Returns11.88%

Compare Now

ICICI Prudential Passive Strategy Fund (FOF) - Growth ICICI Prudential Passive Strategy Fund (FOF) - Growth

3Y Returns16.12%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns9.83%

Compare Now

Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

3Y Returns0%

VS

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns11.25%

Compare Now
Add to Cart Successfully