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) | ₹22504 Cr | ₹8631 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 | 1.36% | 0.44% |
| 6 Month | 5.39% | 6.37% |
| 1 Year | 5.12% | 7.04% |
| 3 Year | 13.08% | 14.03% |
| 5 Year | 16.48% | 14.88% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.21% | 1.21% |
| 1 Year | 10.04% | 11.48% |
| 3 Year | 11.2% | 14.36% |
| 5 Year | 11.71% | 12.53% |
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 | 10.43 | 14.52 |
| Large Cap | 64.07 | 53.81 |
| Small Cap | 12.47 | 12.28 |
| Mid Cap | 13.04 | 19.39 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.17 | 7.37 |
| Energy | 4.81 | - |
| Technology | 6.09 | 7.17 |
| Industrials | 12.19 | 14.52 |
| Basic Materials | 13.4 | 5.87 |
| Financial Services | 37.44 | 28.33 |
| Healthcare | 1.87 | 9.57 |
| Consumer Cyclical | 12.88 | 17.63 |
| Communication Services | 5.35 | 4.64 |
| Consumer Defensive | 1.03 | 0.46 |
| Utilities | 1.77 | 1.25 |
| Real Estate | - | 3.2 |
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