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
| 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) | ₹22093 Cr | ₹3009 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 | 1.66 | 1.93 |
| 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 |
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | -2.47% | -0.38% |
| 6 Month | -2.71% | -2.07% |
| 1 Year | 10.68% | 12.01% |
| 3 Year | 10.47% | 10.97% |
| 5 Year | 14.98% | 14.59% |
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.29% | 3.6% |
| 3 Year | 14.08% | 15.77% |
| 5 Year | 16.22% | 15.95% |
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 13% | 14.26% |
| 3 Year | 12.88% | 15.8% |
| 5 Year | 12.72% | 15.24% |
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.98% | 11.4% |
| Sharp | 0.46% | 0.4% |
| Beta | 0.84% | 0.85% |
| Alpha | -1.51% | -2.15% |
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| 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 |
| Fund Manage | 43 | 4 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | Tata Flexi Cap Fund -Regular Plan-Growth |
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 9.99 | 5.31 |
| Large Cap | 48.04 | 47.99 |
| Small Cap | 20.43 | 27.61 |
| Mid Cap | 21.54 | 19.09 |
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 9.99 | 5.31 |
| Petroleum Products | 5.68 | 3.98 |
| IT - Software | 3.55 | 4.38 |
| Construction | 3.6 | 3.68 |
| Ferrous Metals | 1.3 | 1.28 |
| Finance | 4.27 | 9 |
| Capital Markets | 1.69 | 2.17 |
| Healthcare Services | 2.41 | 1.75 |
| Banks | 14.9 | 22.27 |
| Retailing | 3.28 | 3.21 |
| Diversified FMCG | 1.89 | 2.27 |
| Non - Ferrous Metals | 1.71 | - |
| Pharmaceuticals & Biotechnology | 1.77 | 6.3 |
| Cement & Cement Products | 5.01 | 4.62 |
| Consumer Durables | 5.24 | 3.93 |
| Paper, Forest & Jute Products | 0.19 | - |
| Auto Components | 2.31 | 2.14 |
| Fertilizers & Agrochemicals | 0.66 | - |
| Industrial Products | 4.59 | 2.92 |
| Chemicals & Petrochemicals | 0.32 | - |
| Automobiles | 5.4 | 2.39 |
| Telecom - Services | 3.76 | 1.29 |
| Insurance | 1.66 | 2.82 |
| Gas | 1.72 | - |
| Transport Services | 1.2 | 0.5 |
| Electrical Equipment | 0.28 | - |
| Diversified Metals | 0.33 | - |
| Food Products | 0.44 | 1.93 |
| Leisure Services | 2.03 | 0.97 |
| Personal Products | 1.42 | 2.81 |
| Household Products | 0.44 | - |
| Financial Technology (Fintech) | 0.45 | - |
| Power | 2.1 | - |
| Industrial Manufacturing | 0.2 | 1.2 |
| Beverages | 1.12 | - |
| Entertainment | 1.2 | - |
| Textiles & Apparels | 1.89 | - |
| Realty | - | 2.64 |
| Agricultural, Commercial & Construction Vehicles | - | 1.74 |
| Commercial Services & Supplies | - | 1.13 |
| Transport Infrastructure | - | 1.37 |
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