Aditya Birla Sun Life Flexi Cap Fund vs SBI Flexicap Fund compare

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹21593 Cr	₹21417 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹100
Launch Date	29 Sep 2005	27 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	55%	20%
Expense Ratio	1.67	1.68
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01222	INF209K01AJ8
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	Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	3.13%	3.5%
6 Month	-2.73%	-1.5%
1 Year	4.31%	10.58%
3 Year	11.98%	15.8%
5 Year	20.07%	22.53%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	0.21%	2.73%
1 Year	-4.48%	0.9%
3 Year	11.95%	17.36%
5 Year	13.83%	17.04%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	13.06%	17.42%
3 Year	12.84%	16.25%
5 Year	12.81%	16.95%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	10.98%	12.55%
Sharp	0.24%	0.44%
Beta	0.84%	0.96%
Alpha	-2.79%	-0.36%

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Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	14.68	1.22
Large Cap	57.42	70.79
Small Cap	13.96	10.72
Mid Cap	13.94	17.25

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	8.64	1.22
Energy	4.68	-
Technology	10.28	-
Industrials	5.97	-
Basic Materials	6.85	-
Financial Services	34.14	-
Healthcare	4.87	-
Consumer Defensive	2.91	-
Consumer Cyclical	15.65	-
Communication Services	5.84	-
Utilities	0.16	-
Telecom - Services	-	3.14
Petroleum Products	-	5.4
IT - Software	-	10.03
Pharmaceuticals & Biotechnology	-	5.52
Construction	-	2.34
Finance	-	5.94
Consumer Durables	-	2.43
Banks	-	22.94
Non - Ferrous Metals	-	1.63
Cement & Cement Products	-	2.51
Healthcare Services	-	1.97
Electrical Equipment	-	2.2
Auto Components	-	4.82
Automobiles	-	5.47
Chemicals & Petrochemicals	-	2.51
Personal Products	-	1.18
Insurance	-	4.04
Industrial Products	-	3.32
Agricultural Food & other Products	-	1.68
Retailing	-	2.07
Fertilizers & Agrochemicals	-	0.4
Minerals & Mining	-	0.35
Transport Services	-	0.76
Industrial Manufacturing	-	0.42
Realty	-	0.58
Capital Markets	-	0.54
Ferrous Metals	-	1.17
Beverages	-	3.4