SBI Flexicap Fund vs Tata Flexi Cap Fund compare

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹21747 Cr	₹3263 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	29 Sep 2005	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	55%	69.17%
Expense Ratio	1.67	1.94
Manager	Pradeep Kesavan	Amey Sathe
ISIN Code	INF200K01222	INF277K019K2
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	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	3.84%	3.81%
6 Month	0.78%	7.52%
1 Year	1.42%	7.77%
3 Year	16.65%	19.91%
5 Year	19.9%	19.51%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	7.49%	10.13%
1 Year	7.6%	16.07%
3 Year	13.47%	18.72%
5 Year	14.02%	16.52%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	12.66%	13.43%
3 Year	12.75%	15.32%
5 Year	12.97%	15.31%

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	10.98%	11.4%
Sharp	0.64%	0.88%
Beta	0.83%	0.8%
Alpha	-2.38%	0.89%

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Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Pradeep Kesavan	Amey Sathe
Total AUM	₹434274 Cr	₹11910 Cr
Funds Managed	43	4
	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	8.56	6.85
Large Cap	69.82	57.85
Small Cap	10.34	21.56
Mid Cap	11.28	13.74

Scheme Name	SBI Flexicap Fund - REGULAR PLAN -Growth Option	Tata Flexi Cap Fund -Regular Plan-Growth
Others	8.56	5.27
Petroleum Products	6.13	4.57
IT - Software	2.08	4.05
Construction	4.88	4.2
Ferrous Metals	3.94	2.54
Capital Markets	0.74	1.82
Banks	26.74	22.69
Pharmaceuticals & Biotechnology	1.04	2.66
Cement & Cement Products	4.55	6.97
Consumer Durables	2.48	4.38
Automobiles	7.66	3.02
Aerospace & Defense	1.58	-
Auto Components	0.77	2.91
Fertilizers & Agrochemicals	0.57	0.56
Chemicals & Petrochemicals	0.28	-
Industrial Products	2.34	-
Finance	8.53	9.76
Telecom - Services	4.99	1.34
Gas	0.18	-
Electrical Equipment	0.15	-
Insurance	2.09	1.32
Food Products	0.43	2.93
Personal Products	0.31	2.92
Retailing	0.12	4.46
Transport Services	2.64	0.34
Industrial Manufacturing	0.17	-
Beverages	1.17	-
Power	1.8	-
Textiles & Apparels	1.02	-
Leisure Services	1.13	1.13
Healthcare Services	0.93	1.9
Non - Ferrous Metals	-	0.87
Realty	-	2.33
Agricultural, Commercial & Construction Vehicles	-	1.43
Diversified FMCG	-	2.31
Transport Infrastructure	-	1.32