SBI Flexicap Fund vs Edelweiss Flexi Cap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹22011 Cr | ₹2777 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2005 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 55% | 49% |
Expense Ratio | 1.67 | 1.96 |
Manager | Pradeep Kesavan | Trideep Bhattacharya |
ISIN Code | INF200K01222 | INF843K01KN5 |
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 | Edelweiss 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.25% | 3.62% |
6 Month | 12.74% | 16.02% |
1 Year | -2.11% | -2.73% |
3 Year | 12.99% | 18.38% |
5 Year | 18.24% | 21.62% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.2% | 4.3% |
1 Year | 7.21% | 9.97% |
3 Year | 11.67% | 17.38% |
5 Year | 12.3% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.42% | 12.79% |
3 Year | 12.86% | 15.26% |
5 Year | 13.05% | 14.89% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.98% | 13.56% |
Sharp | 0.54% | 0.74% |
Beta | 0.83% | 0.98% |
Alpha | -1.49% | 2.34% |
Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Trideep Bhattacharya |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 9 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.48 | 7 |
Large Cap | 64.02 | 60.85 |
Small Cap | 12.35 | 8.9 |
Mid Cap | 12.15 | 23.26 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.32 | 1.93 |
Energy | 4.89 | 4.99 |
Technology | 6.42 | 11.66 |
Industrials | 10.62 | 12.35 |
Basic Materials | 11.85 | 5.83 |
Financial Services | 37.52 | 28.68 |
Healthcare | 1.95 | 7.61 |
Consumer Cyclical | 13.12 | 13.44 |
Communication Services | 5.45 | 2.53 |
Consumer Defensive | 2.1 | 6.24 |
Utilities | 1.74 | 2.8 |
Real Estate | - | 1.94 |
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