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) | ₹23685 Cr | ₹13026 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 | -1.37% | -1.83% |
| 6 Month | 2.1% | -1.65% |
| 1 Year | 8.17% | 6.75% |
| 3 Year | 13.56% | 14.64% |
| 5 Year | 12.58% | 11.15% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.57% | -1.74% |
| 1 Year | 9.42% | 4.47% |
| 3 Year | 10.03% | 10.74% |
| 5 Year | 10.97% | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.03% | 9.75% |
| 3 Year | 12.89% | 14.18% |
| 5 Year | 13.29% | 14.69% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.98% | 13.16% |
| Sharp | 0.73% | 0.65% |
| Beta | 0.83% | 0.97% |
| Alpha | -0.98% | -2% |
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 | 12.67 | 14.45 |
| Large Cap | 63.46 | 54.11 |
| Small Cap | 10.63 | 12.33 |
| Mid Cap | 13.25 | 19.11 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.89 | 7.14 |
| Energy | 4.3 | - |
| Technology | 9.54 | 6.57 |
| Industrials | 12.52 | 14.8 |
| Basic Materials | 12.5 | 5.74 |
| Financial Services | 35.3 | 30.17 |
| Healthcare | 1.91 | 8.44 |
| Consumer Cyclical | 12.62 | 17.25 |
| Communication Services | 5.5 | 5.05 |
| Consumer Defensive | 0.93 | 0.2 |
| Real Estate | - | 3.33 |
| Utilities | - | 1.31 |
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