SBI Flexicap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21747 Cr | ₹22826 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2005 | 27 Aug 1998 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 55% | 20% |
Expense Ratio | 1.67 | 1.68 |
Manager | Pradeep Kesavan | Dhaval Joshi |
ISIN Code | INF200K01222 | INF209K01AJ8 |
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 | Aditya Birla Sun Life 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 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Month | 2.08% | 1.45% |
6 Month | 1.97% | 6.41% |
1 Year | 1.03% | 6.87% |
3 Year | 16.05% | 20.8% |
5 Year | 19.52% | 22.18% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 7.49% | 10.12% |
1 Year | 7.6% | 14.44% |
3 Year | 13.47% | 19.33% |
5 Year | 14.02% | 17.67% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Year | 12.66% | 16.85% |
3 Year | 12.75% | 16.17% |
5 Year | 12.97% | 17.02% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 10.98% | 12.55% |
Sharp | 0.64% | 0.9% |
Beta | 0.83% | 0.94% |
Alpha | -2.38% | 0.76% |
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Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Name | Pradeep Kesavan | Dhaval Joshi |
Total AUM | ₹434274 Cr | ₹361932 Cr |
Funds Managed | 43 | 55 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 8.58 | 4.98 |
Large Cap | 69.8 | 66 |
Small Cap | 10.34 | 12.18 |
Mid Cap | 11.28 | 16.83 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 5.72 | 2.12 |
Energy | 6.13 | 5.71 |
Technology | 4.94 | 8.25 |
Industrials | 12.37 | 10.68 |
Basic Materials | 9.86 | 10.11 |
Financial Services | 38.09 | 33.21 |
Healthcare | 1.97 | 6.44 |
Consumer Cyclical | 12.05 | 12.23 |
Communication Services | 4.99 | 2.98 |
Utilities | 1.98 | - |
Consumer Defensive | 1.91 | 7.68 |
Real Estate | - | 0.61 |
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