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) | ₹22011 Cr | ₹2777 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 | 2.44% | 3.26% |
6 Month | 12.74% | 16.48% |
1 Year | -2.47% | -2.73% |
3 Year | 11.97% | 18.26% |
5 Year | 17.98% | 21.34% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.2% | 4.3% |
1 Year | 7.21% | 9.97% |
3 Year | 11.67% | 17.38% |
5 Year | 12.3% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.42% | 12.79% |
3 Year | 12.86% | 15.26% |
5 Year | 13.05% | 14.89% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.98% | 13.56% |
Sharp | 0.54% | 0.74% |
Beta | 0.83% | 0.98% |
Alpha | -1.49% | 2.34% |
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 | 13.76 | 7.31 |
Large Cap | 63.44 | 61.51 |
Small Cap | 11.22 | 8.13 |
Mid Cap | 11.58 | 23.05 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.26 | 2.1 |
Energy | 4.99 | 5.21 |
Technology | 5.51 | 11.3 |
Industrials | 11.11 | 11.72 |
Basic Materials | 10.92 | 5.8 |
Financial Services | 37.15 | 29.86 |
Healthcare | 2.04 | 7.95 |
Consumer Cyclical | 12.16 | 12.48 |
Communication Services | 4.96 | 2.57 |
Consumer Defensive | 2.14 | 6.11 |
Utilities | 1.77 | 2.87 |
Real Estate | - | 2.03 |
Top Comparisons
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.07%
Kotak Flexicap Fund - Growth
3Y Returns16.69%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.06%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.97%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.22%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns7.98%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.02%