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Sundaram Flexicap Fund Regular Growth vs SBI Flexicap Fund compare

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

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tortoise-icon Sundaram Flexicap Fund Regular 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 Sundaram Flexicap Fund Regular Growth
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22500 Cr ₹2108 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 29 Sep 2005 06 Sep 2022
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 55% 42%
Expense Ratio 1.67 2
Manager Pradeep Kesavan Dwijendra Srivastava
ISIN Code INF200K01222 INF903JA1LB8
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 Sundaram Flexi Cap Fund - Regular Plan - 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 Sundaram Flexicap Fund Regular Growth
1 Month -1.72% -0.37%
6 Month 3.76% 8.98%
1 Year -2.39% 3.65%
3 Year 13.42% -
5 Year 18.95% -

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
6 Month 3.76% 6%
1 Year 2.94% 9.41%
3 Year 12.18% -
5 Year 13.23% -

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 12.66% 23.46%
3 Year 12.75% -
5 Year 12.97% -

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 10.98% -
Sharp 0.91% -
Beta 0.83% -
Alpha -2.09% -

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Fund Managers

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Name Pradeep Kesavan Dwijendra Srivastava
Total AUM ₹434274 Cr ₹14140 Cr
Funds Managed 43 14
SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Sundaram Flexicap Fund Regular Growth

Others 11.78 8.5
Large Cap 64.42 67.98
Small Cap 10.26 11.52
Mid Cap 13.54 11.99

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Sundaram Flexicap Fund Regular Growth

Others 5.23 7.55
Energy 6.26 5.42
Technology 5.48 4.87
Industrials 12.05 11.75
Basic Materials 9.38 6.16
Financial Services 39.01 32.06
Healthcare 1.89 7.04
Consumer Cyclical 12.17 10.82
Communication Services 5.23 4.78
Utilities 1.74 2.23
Consumer Defensive 1.56 7.32

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