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Tata Flexi Cap Fund vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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 | -4.42% | -3.09% |
| 6 Month | -11.76% | -12.92% |
| 1 Year | 1.55% | 6.07% |
| 3 Year | 10.07% | 12.26% |
| 5 Year | 16.12% | 17.42% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -9.21% | -7.19% |
| 1 Year | -15.58% | -11.17% |
| 3 Year | 8.02% | 11.25% |
| 5 Year | 12.06% | 12.83% |
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% |
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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 |
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