SBI Flexicap Fund vs Axis Flexi Cap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹22011 Cr | ₹12796 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2005 | 24 Nov 2017 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 55% | 30% |
Expense Ratio | 1.67 | 1.73 |
Manager | Pradeep Kesavan | Shreyash Devalkar |
ISIN Code | INF200K01222 | INF846K01B51 |
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 | Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.08% | 3.19% |
6 Month | 12.32% | 17.98% |
1 Year | -2.45% | 0.37% |
3 Year | 11.91% | 13.43% |
5 Year | 18.42% | 17.14% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.2% | 5.03% |
1 Year | 7.21% | 14.26% |
3 Year | 11.67% | 16.41% |
5 Year | 12.3% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 12.42% | 11.22% |
3 Year | 12.86% | 14.21% |
5 Year | 13.05% | 14.46% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.98% | 13.22% |
Sharp | 0.54% | 0.48% |
Beta | 0.83% | 0.93% |
Alpha | -1.49% | -1.04% |
Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Pradeep Kesavan | Shreyash Devalkar |
Total AUM | ₹434274 Cr | ₹166770 Cr |
Funds Managed | 43 | 14 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 13.76 | 11.57 |
Large Cap | 63.44 | 57.51 |
Small Cap | 11.22 | 12.16 |
Mid Cap | 11.58 | 18.76 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.26 | 5.23 |
Energy | 4.99 | - |
Technology | 5.51 | 5.8 |
Industrials | 11.11 | 15.2 |
Basic Materials | 10.92 | 6.13 |
Financial Services | 37.15 | 29.21 |
Healthcare | 2.04 | 10.41 |
Consumer Cyclical | 12.16 | 16.61 |
Communication Services | 4.96 | 4.67 |
Consumer Defensive | 2.14 | 1.35 |
Utilities | 1.77 | 1.44 |
Real Estate | - | 3.96 |
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