Axis Flexi Cap Fund vs SBI Flexicap Fund compare

Axis Flexi Cap Fund vs SBI Flexicap Fund compare

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Axis Flexi Cap Fund - Regular Plan - 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	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)	₹23168 Cr	₹13319 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	-0.04%	-1.42%
6 Month	5.62%	4.44%
1 Year	7.23%	6.96%
3 Year	13.64%	14.46%
5 Year	16.07%	14.21%

SIP Return Analysis

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	2.49%	0.02%
1 Year	11.21%	9.65%
3 Year	11.9%	14.18%
5 Year	12.33%	12.65%

Rolling Lumpsum Returns

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	12.19%	10.28%
3 Year	12.85%	14.2%
5 Year	13.23%	14.86%

Risk Management

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	10.98%	13.15%
Sharp	0.63%	0.58%
Beta	0.82%	0.95%
Alpha	-1.66%	-1.29%

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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