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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 6.82% 5.63%
6 Month -0.31% 1.75%
1 Year 7.65% 8.08%
3 Year - 15.74%
5 Year - 22.45%

SIP Return Analysis

Scheme Name ITI Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month 5.11% 3.61%
1 Year 0.62% 1.49%
3 Year - 13.3%
5 Year - 14.24%

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 - 0.49%
Beta - 0.83%
Alpha - -1.85%

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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 13.21
Large Cap 45.55 62.63
Small Cap 34.85 12.05
Mid Cap 13.83 12.11

Sector Allocation

Scheme Name

ITI Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 4.89 13.21
Energy 4.69 -
Industrials 21.81 -
Technology 13.06 -
Financial Services 19.69 -
Consumer Cyclical 9.7 -
Basic Materials 7.45 -
Real Estate 1.93 -
Healthcare 7.06 -
Utilities 2.17 -
Consumer Defensive 5.03 -
Communication Services 2.54 -
Petroleum Products - 4.74
IT - Software - 5.22
Construction - 1.94
Ferrous Metals - 1.51
Capital Markets - 0.67
Banks - 24.26
Pharmaceuticals & Biotechnology - 1.3
Cement & Cement Products - 3.96
Consumer Durables - 2.28
Automobiles - 9.39
Auto Components - 0.74
Fertilizers & Agrochemicals - 0.68
Chemicals & Petrochemicals - 0.33
Industrial Products - 2.54
Finance - 8.84
Telecom - Services - 4.73
Gas - 0.18
Transport Services - 3.38
Electrical Equipment - 0.17
Food Products - 0.4
Personal Products - 1.16
Retailing - 0.12
Industrial Manufacturing - 0.15
Beverages - 1.23
Power - 1.99
Textiles & Apparels - 1.03
Insurance - 1.77
Leisure Services - 1.18
Healthcare Services - 0.9

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