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) | ₹23556 Cr | ₹3073 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 | 1.29% | 1.32% |
| 6 Month | 5.03% | 5.07% |
| 1 Year | 5.15% | 4.93% |
| 3 Year | 15.02% | 20.2% |
| 5 Year | 14.72% | 18.62% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.63% | 1.83% |
| 1 Year | 10.78% | 12.67% |
| 3 Year | 11.3% | 15.95% |
| 5 Year | 11.94% | 16.48% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.07% | 11.73% |
| 3 Year | 12.87% | 15.58% |
| 5 Year | 13.27% | 15.23% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.98% | 13.34% |
| Sharp | 0.66% | 0.82% |
| Beta | 0.83% | 0.99% |
| Alpha | -0.96% | 2.43% |
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 | 12.67 | 8.28 |
| Large Cap | 63.46 | 56.87 |
| Small Cap | 10.63 | 8.25 |
| Mid Cap | 13.25 | 26.59 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.89 | 1.91 |
| Energy | 4.3 | 4.93 |
| Technology | 9.54 | 11.8 |
| Industrials | 12.52 | 10.94 |
| Basic Materials | 12.5 | 6.49 |
| Financial Services | 35.3 | 31.92 |
| Healthcare | 1.91 | 6.9 |
| Consumer Cyclical | 12.62 | 12.62 |
| Communication Services | 5.5 | 2.55 |
| Consumer Defensive | 0.93 | 5.89 |
| Real Estate | - | 1.72 |
| Utilities | - | 2.33 |
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