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) ₹22093 Cr ₹2123 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 1.66 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 -3.09% -4.61%
6 Month -3.11% -3.17%
1 Year 11.62% 11.87%
3 Year 10.76% -
5 Year 14.84% -

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 2.29% 3.21%
3 Year 14.08% -
5 Year 16.22% -

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
1 Year 13% 27.63%
3 Year 12.88% -
5 Year 12.72% -

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Sundaram Flexicap Fund Regular Growth
Standard Deviation 10.98% 8.4%
Sharp 0.46% -
Beta 0.84% -
Alpha -1.51% -

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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
Fund Manage 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 9.99 3.68
Large Cap 48.04 75.13
Small Cap 20.43 13.19
Mid Cap 21.54 8.02

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Sundaram Flexicap Fund Regular Growth

Others 9.99 0.59
Petroleum Products 5.68 -
IT - Software 3.55 -
Construction 3.6 6.18
Ferrous Metals 1.3 -
Finance 4.27 -
Capital Markets 1.69 -
Healthcare Services 2.41 -
Banks 14.9 -
Retailing 3.28 -
Diversified FMCG 1.89 -
Non - Ferrous Metals 1.71 -
Pharmaceuticals & Biotechnology 1.77 -
Cement & Cement Products 5.01 -
Consumer Durables 5.24 -
Paper, Forest & Jute Products 0.19 -
Auto Components 2.31 -
Fertilizers & Agrochemicals 0.66 -
Industrial Products 4.59 -
Chemicals & Petrochemicals 0.32 -
Automobiles 5.4 -
Telecom - Services 3.76 -
Insurance 1.66 -
Gas 1.72 -
Transport Services 1.2 -
Electrical Equipment 0.28 -
Diversified Metals 0.33 -
Food Products 0.44 -
Leisure Services 2.03 -
Personal Products 1.42 -
Household Products 0.44 -
Financial Technology (Fintech) 0.45 -
Power 2.1 -
Industrial Manufacturing 0.2 -
Beverages 1.12 -
Entertainment 1.2 -
Textiles & Apparels 1.89 -
Energy - 9.77
Technology - 7.52
Financial - 29.63
Materials - 4.04
Consumer Staples - 6.47
Healthcare - 7.87
Metals & Mining - 1.32
Services - 13.32
Automobile - 3.88
Consumer Discretionary - 3.03
Capital Goods - 0.88
Chemicals - 1.7
Communication - 3.82

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