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SBI Flexicap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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tortoise-icon 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) ₹21593 Cr ₹2886 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

Trailing Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 5.44% 5.26%
6 Month 1.75% 6.08%
1 Year 6.97% 14.02%
3 Year 15.51% 18.79%
5 Year 22.44% 21.26%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 3.61% 7.53%
1 Year 1.49% 10.56%
3 Year 13.3% 18.25%
5 Year 14.24% 16.28%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 13.06% 14.24%
3 Year 12.84% 15.51%
5 Year 12.81% 15.14%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 10.98% 11.4%
Sharp 0.49% 0.68%
Beta 0.83% 0.8%
Alpha -1.85% 0.81%

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Fund Managers

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

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 13.21 4.43
Large Cap 62.63 59.44
Small Cap 12.05 22.61
Mid Cap 12.11 13.52

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Tata Flexi Cap Fund -Regular Plan-Growth

Others 13.21 2.95
Petroleum Products 4.74 4.19
IT - Software 5.22 4.1
Construction 1.94 4.2
Ferrous Metals 1.51 2.46
Capital Markets 0.67 1.79
Banks 24.26 23.32
Pharmaceuticals & Biotechnology 1.3 5.04
Cement & Cement Products 3.96 6.95
Consumer Durables 2.28 3.64
Automobiles 9.39 3.11
Auto Components 0.74 2.22
Fertilizers & Agrochemicals 0.68 -
Chemicals & Petrochemicals 0.33 -
Industrial Products 2.54 -
Finance 8.84 10.08
Telecom - Services 4.73 1.29
Gas 0.18 -
Transport Services 3.38 0.36
Electrical Equipment 0.17 -
Food Products 0.4 1.85
Personal Products 1.16 3.14
Retailing 0.12 4.7
Industrial Manufacturing 0.15 0.71
Beverages 1.23 -
Power 1.99 -
Textiles & Apparels 1.03 -
Insurance 1.77 2.55
Leisure Services 1.18 1.3
Healthcare Services 0.9 2.01
Non - Ferrous Metals - 0.69
Realty - 2.13
Agricultural, Commercial & Construction Vehicles - 1.53
Diversified FMCG - 2.49
Transport Infrastructure - 1.2

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