Sundaram Flexicap Fund Regular Growth vs SBI Flexicap Fund compare

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

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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Chart Comparison

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

Overview

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22001 Cr ₹2154 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Sep 2005 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 55% 42%
Expense Ratio 1.66 2
Manager Pradeep Kesavan Dwijendra Srivastava
ISIN Code INF200K01222 INF903JA1LB8
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit Load for units in excess of 25% of the investment,1% will be charged for redemption within 365 days./365

Trailing Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
1 Month 4.62% 2.39%
6 Month 20.44% 17.2%
1 Year 28.73% 31.98%
3 Year 14.28% -
5 Year 18.53% -

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 12.84% 11.68%
3 Year 29.03% 21.95%
5 Year 59.21% 21.95%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 19.55% 18.73%
3 Year 46.21% 25.55%
5 Year 65.2% 25.55%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 10.98% 8.4%
Sharp 0.69% -
Beta 0.83% -
Alpha -0.68% -

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Fund Managers

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Name Pradeep Kesavan Dwijendra Srivastava
Total AUM ₹434274 Cr ₹14140 Cr
Fund Manage 43 14
SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Sundaram Flexicap Fund Regular Growth

Others 10.57 3.68
Large Cap 51.67 75.13
Small Cap 17.91 13.19
Mid Cap 19.85 8.02

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Sundaram Flexicap Fund Regular Growth

Others 10.57 0.59
Petroleum Products 6.64 -
IT - Software 3.44 -
Construction 3.6 6.18
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 -
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 - 9.77
Technology - 7.52
Financial - 29.63
Materials - 4.04
Consumer Staples - 6.47
Healthcare - 7.87
Metals & Mining - 1.32
Services - 13.32
Automobile - 3.88
Consumer Discretionary - 3.03
Capital Goods - 0.88
Chemicals - 1.7
Communication - 3.82

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