SBI Flexicap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

Link copied to clipboard!

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invest Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Invest Now

Chart Comparison

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

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)	₹22504 Cr	₹23266 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

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	2.63%	4.27%
6 Month	7.21%	8.8%
1 Year	4.16%	7.64%
3 Year	12.88%	17.55%
5 Year	18.36%	20.43%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	1.38%	0.39%
1 Year	7.09%	9.02%
3 Year	10.29%	14.35%
5 Year	11.35%	14.32%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	12.25%	16.28%
3 Year	12.79%	16.31%
5 Year	13.12%	17.33%

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	0.65%	0.87%
Beta	0.83%	0.95%
Alpha	-1.38%	1.05%

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

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	10.43	4.87
Large Cap	64.07	64.21
Small Cap	12.47	12.8
Mid Cap	13.04	18.12

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	3.17	1.91
Energy	4.81	4.67
Technology	6.09	9.36
Industrials	12.19	10.97
Basic Materials	13.4	10.29
Financial Services	37.44	31.42
Healthcare	1.87	6.61
Consumer Cyclical	12.88	13.78
Communication Services	5.35	2.74
Consumer Defensive	1.03	7.59
Utilities	1.77	-
Real Estate	-	0.64