Axis Flexi Cap Fund vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23556 Cr | ₹13276 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 2005 | 24 Nov 2017 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 55% | 30% |
| Expense Ratio | 1.67 | 1.73 |
| Manager | Pradeep Kesavan | Shreyash Devalkar |
| ISIN Code | INF200K01222 | INF846K01B51 |
| 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 | Axis 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 | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.65% | -1.62% |
| 6 Month | 5.52% | 1.75% |
| 1 Year | 1.65% | -0.78% |
| 3 Year | 13.01% | 13.87% |
| 5 Year | 14.83% | 12.96% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.18% | -0.68% |
| 1 Year | 12.28% | 9.23% |
| 3 Year | 11.29% | 12.86% |
| 5 Year | 11.65% | 11.73% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.11% | 10.06% |
| 3 Year | 12.87% | 14.19% |
| 5 Year | 13.26% | 14.76% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.18% | 13.17% |
| Sharp | 0.58% | 0.56% |
| Beta | 0.83% | 0.96% |
| Alpha | -0.74% | -0.88% |
Fund Managers
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Shreyash Devalkar |
| Total AUM | ₹434274 Cr | ₹166770 Cr |
| Funds Managed | 43 | 14 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.67 | 14.1 |
| Large Cap | 63.36 | 53.66 |
| Small Cap | 11.69 | 12.51 |
| Mid Cap | 13.27 | 19.73 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.33 | 6.62 |
| Energy | 5.09 | - |
| Technology | 6.11 | 6.99 |
| Industrials | 12.37 | 14.52 |
| Basic Materials | 13.72 | 5.8 |
| Financial Services | 37.38 | 28.81 |
| Healthcare | 1.9 | 9.43 |
| Consumer Cyclical | 12.5 | 17.57 |
| Communication Services | 5.6 | 4.92 |
| Consumer Defensive | 1 | 0.47 |
| Utilities | 0 | 1.31 |
| Real Estate | - | 3.56 |
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