Edelweiss Flexi Cap Fund vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22504 Cr | ₹2842 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 2005 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | 55% | 49% |
| Expense Ratio | 1.67 | 1.96 |
| Manager | Pradeep Kesavan | Trideep Bhattacharya |
| ISIN Code | INF200K01222 | INF843K01KN5 |
| 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.75% | 2.32% |
| 6 Month | 7.11% | 7.82% |
| 1 Year | 3.95% | 2.71% |
| 3 Year | 13.51% | 19.12% |
| 5 Year | 18.03% | 21.41% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.66% | 3.54% |
| 1 Year | 12.47% | 13.61% |
| 3 Year | 12.73% | 17.59% |
| 5 Year | 12.85% | 17.42% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.25% | 12.27% |
| 3 Year | 12.79% | 15.42% |
| 5 Year | 13.12% | 15.05% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 13.35% |
| Sharp | 0.65% | 0.84% |
| Beta | 0.83% | 0.99% |
| Alpha | -1.38% | 2.04% |
Fund Managers
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Trideep Bhattacharya |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 9 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.43 | 7.72 |
| Large Cap | 64.07 | 58.36 |
| Small Cap | 12.47 | 8.9 |
| Mid Cap | 13.04 | 25.03 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.17 | 3.01 |
| Energy | 4.81 | 4.36 |
| Technology | 6.09 | 10.37 |
| Industrials | 12.19 | 11.49 |
| Basic Materials | 13.4 | 6.18 |
| Financial Services | 37.44 | 29.41 |
| Healthcare | 1.87 | 7.34 |
| Consumer Cyclical | 12.88 | 14.09 |
| Communication Services | 5.35 | 2.46 |
| Consumer Defensive | 1.03 | 6.51 |
| Utilities | 1.77 | 2.84 |
| Real Estate | - | 1.93 |
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