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) | ₹23685 Cr | ₹3073 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 | -0.23% | 0.78% |
| 6 Month | 1.38% | 2.39% |
| 1 Year | 4.9% | 6.71% |
| 3 Year | 13.38% | 19.02% |
| 5 Year | 12.99% | 17.11% |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.57% | 2.58% |
| 1 Year | 9.42% | 13.62% |
| 3 Year | 10.03% | 14.94% |
| 5 Year | 10.97% | 15.71% |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.03% | 11.54% |
| 3 Year | 12.89% | 15.61% |
| 5 Year | 13.29% | 15.34% |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.01% | 13.02% |
| Sharp | 0.66% | 0.95% |
| Beta | 0.83% | 0.98% |
| Alpha | -0.77% | 2.86% |
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 | 12.67 | 2.15 |
| Large Cap | 63.46 | 64.64 |
| Small Cap | 10.63 | 6.24 |
| Mid Cap | 13.25 | 27.25 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.89 | 2.15 |
| Energy | 4.3 | - |
| Technology | 9.54 | - |
| Industrials | 12.52 | - |
| Basic Materials | 12.5 | - |
| Financial Services | 35.3 | - |
| Healthcare | 1.91 | - |
| Consumer Cyclical | 12.62 | - |
| Communication Services | 5.5 | - |
| Consumer Defensive | 0.93 | - |
| Petroleum Products | - | 4.21 |
| Industrial Products | - | 1.85 |
| IT - Software | - | 8.46 |
| Food Products | - | 1.56 |
| Auto Components | - | 2.24 |
| Construction | - | 3.18 |
| Retailing | - | 2.84 |
| Consumer Durables | - | 3.85 |
| Healthcare Services | - | 2.56 |
| Diversified FMCG | - | 0.97 |
| Banks | - | 20.38 |
| Non - Ferrous Metals | - | 1.01 |
| Pharmaceuticals & Biotechnology | - | 4.35 |
| Chemicals & Petrochemicals | - | 1.02 |
| Leisure Services | - | 0.89 |
| Automobiles | - | 5.39 |
| Aerospace & Defense | - | 2.07 |
| Electrical Equipment | - | 2.2 |
| Ferrous Metals | - | 2.79 |
| Finance | - | 8.91 |
| Capital Markets | - | 2.39 |
| Agricultural Food & other Products | - | 2.28 |
| Agricultural, Commercial & Construction Vehicles | - | 0.54 |
| Realty | - | 1.72 |
| Industrial Manufacturing | - | 0.77 |
| Oil | - | 0.72 |
| Telecom - Services | - | 2.55 |
| Financial Technology (Fintech) | - | 1.08 |
| Cement & Cement Products | - | 1.63 |
| Commercial Services & Supplies | - | 0.32 |
| Power | - | 2.33 |
| Beverages | - | 1.07 |
Top Comparisons
ITI Value Fund Regular - Growth
3Y Returns17.54%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.41%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns24.17%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns14.77%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.64%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.13%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.29%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.33%