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) | ₹23556 Cr | ₹24815 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 | -0.48% | -0.14% |
| 6 Month | 4.65% | 5.51% |
| 1 Year | 1.69% | 7.61% |
| 3 Year | 13.03% | 17.47% |
| 5 Year | 14.25% | 16.53% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.18% | 3.81% |
| 1 Year | 12.28% | 18.75% |
| 3 Year | 11.29% | 16.86% |
| 5 Year | 11.65% | 15.6% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 12.11% | 15.86% |
| 3 Year | 12.87% | 16.65% |
| 5 Year | 13.26% | 16.28% |
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 | 0.66% | 0.85% |
| Beta | 0.83% | 0.96% |
| Alpha | -0.96% | 1.22% |
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 | 12.67 | 5.27 |
| Large Cap | 63.46 | 61.62 |
| Small Cap | 10.63 | 13.13 |
| Mid Cap | 13.25 | 19.98 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 4.89 | 1.18 |
| Energy | 4.3 | 4.88 |
| Technology | 9.54 | 10.2 |
| Industrials | 12.52 | 9.17 |
| Basic Materials | 12.5 | 10.43 |
| Financial Services | 35.3 | 31.89 |
| Healthcare | 1.91 | 7.5 |
| Consumer Cyclical | 12.62 | 14.02 |
| Communication Services | 5.5 | 2.63 |
| Consumer Defensive | 0.93 | 7.5 |
| Real Estate | - | 0.6 |
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