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) | ₹22500 Cr | ₹23606 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 | -1.72% | -2.13% |
6 Month | 3.76% | 9.22% |
1 Year | -2.39% | 2.5% |
3 Year | 13.42% | 17.89% |
5 Year | 18.95% | 21.06% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 3.76% | 4.73% |
1 Year | 2.94% | 7.5% |
3 Year | 12.18% | 17.49% |
5 Year | 13.23% | 16.6% |
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 | 0.91% | 1.17% |
Beta | 0.83% | 0.94% |
Alpha | -2.09% | 0.81% |
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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 | 11.78 | 4.93 |
Large Cap | 64.42 | 65.68 |
Small Cap | 10.26 | 12.67 |
Mid Cap | 13.54 | 16.72 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 5.23 | 1.91 |
Energy | 6.26 | 5.84 |
Technology | 5.48 | 8.41 |
Industrials | 12.05 | 11.14 |
Basic Materials | 9.38 | 10.13 |
Financial Services | 39.01 | 32.46 |
Healthcare | 1.89 | 6.93 |
Consumer Cyclical | 12.17 | 12.17 |
Communication Services | 5.23 | 3.12 |
Utilities | 1.74 | - |
Consumer Defensive | 1.56 | 7.27 |
Real Estate | - | 0.6 |
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