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ITI Flexi Cap Fund Regular vs SBI Flexicap Fund compare

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tortoise-icon ITI Flexi Cap Fund Regular - Growth

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1201 Cr ₹21593 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Feb 2023 29 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500 TRI
Turn Over % 55%
Expense Ratio 2.03 1.67
Manager Rohan Korde Pradeep Kesavan
ISIN Code INF00XX01CL3 INF200K01222
Exits Load ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month 2.16% 3.23%
6 Month -8.6% -2.81%
1 Year 2.36% 4.44%
3 Year - 12.04%
5 Year - 20.73%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month 0.01% 0.21%
1 Year -8.23% -4.48%
3 Year - 11.95%
5 Year - 13.83%

Rolling Lumpsum Returns

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 47.9% 13.06%
3 Year - 12.84%
5 Year - 12.81%

Risk Management

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation - 10.98%
Sharp - 0.24%
Beta - 0.84%
Alpha - -2.79%

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Fund Managers

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name Rohan Korde Pradeep Kesavan
Total AUM ₹4626 Cr ₹434274 Cr
Funds Managed 10 43
ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name

ITI Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 5.78 14.68
Large Cap 45.55 57.42
Small Cap 34.85 13.96
Mid Cap 13.83 13.94

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 4.89 8.64
Energy 4.69 4.68
Industrials 21.81 5.97
Technology 13.06 10.28
Financial Services 19.69 34.14
Consumer Cyclical 9.7 15.65
Basic Materials 7.45 6.85
Real Estate 1.93 -
Healthcare 7.06 4.87
Utilities 2.17 0.16
Consumer Defensive 5.03 2.91
Communication Services 2.54 5.84

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