Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Flexicap Fund vs Tata Flexi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata 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 Tata Flexi Cap Fund -Regular Plan-Growth
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹21593 Cr ₹2886 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Sep 2005 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 55% 69.17%
Expense Ratio 1.67 1.94
Manager Pradeep Kesavan Amey Sathe
ISIN Code INF200K01222 INF277K019K2
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 Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 4.72% 5.93%
6 Month -11.49% -8.93%
1 Year 4.93% 9.99%
3 Year 9.92% 12.72%
5 Year 22.25% 20.88%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
6 Month -4.92% -2.41%
1 Year -9.3% -3.72%
3 Year 10.61% 14.33%
5 Year 13.46% 14.57%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 13.06% 14.24%
3 Year 12.84% 15.51%
5 Year 12.81% 15.14%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 10.98% 11.4%
Sharp 0.29% 0.47%
Beta 0.85% 0.8%
Alpha -2.08% 0.34%

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 Tata Flexi Cap Fund -Regular Plan-Growth
Name Pradeep Kesavan Amey Sathe
Total AUM ₹434274 Cr ₹11910 Cr
Funds Managed 43 4
SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 14.01 2.85
Large Cap 50.99 56.99
Small Cap 17.74 24.53
Mid Cap 17.26 15.63

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 7.82 2.75
Energy 4.58 4.27
Technology 10.09 5.58
Industrials 7.5 7.54
Basic Materials 7.04 9.67
Financial Services 27.7 38.78
Healthcare 6.34 7.6
Consumer Cyclical 16.13 11.52
Consumer Defensive 4.84 9.99
Communication Services 6.11 1.37
Utilities 1.85 -
Real Estate - 0.93

Top Comparisons

LIC MF Arbitrage Fund Regular - Growth LIC MF Arbitrage Fund Regular - Growth

3Y Returns6.22%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.64%

Compare Now

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns15.79%

VS

BANDHAN Sterling Value Fund - Regular Plan - Growth BANDHAN Sterling Value Fund - Regular Plan - Growth

3Y Returns16.04%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns19.03%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

PGIM India Large and Mid Cap Fund - Regular (G) PGIM India Large and Mid Cap Fund - Regular (G)

3Y Returns0%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns14.12%

Compare Now
Add to Cart Successfully