Home>Mutual Funds>Compare>Compare SBI Flexicap Fund Direct Growth with Aditya Birla Sun Life Focused Equity Fund Direct Growth
shareSHARE
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

SBI Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0 star
INVEST NOW
cancel

Aditya Birla Sun Life Focused Equity Fund Direct Growth

Equity
Large Cap
3.0 star
INVEST NOW
add_circle_outline

Add a fund

SBI Flexicap Fund Direct Growth

(62.7%)

Aditya Birla Sun Life Focused Equity Fund Direct Growth

(56.5%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.93%1.14%-
NAV₹68.2 (09-Apr-2021)₹82.5 (09-Apr-2021)-
Fund Started04-Jan-201301-Jan-2013-
Fund Size₹11,829Cr₹4,610Cr-
Returns
keyboard_arrow_up
1Y
62.7%
56.5%
-
3Y
11.1%
11.7%
-
5Y
15.6%
14.7%
-
Pros & Cons
keyboard_arrow_up
Pros
1. Lower expense ratio - 0.93%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
-
Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
Found nothing so far.
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.9%
HDFC Bank Ltd.
7.9%
HCL Technologies Ltd.
5.2%
Axis Bank Ltd.
3.7%
Hindalco Industries Ltd.
3.5%
Tech Mahindra Ltd.
3.4%
Bharat Petroleum Corpn. Ltd.
3.3%
Larsen & Toubro Ltd.
3.3%
ITC Ltd.
3.3%
State Bank of India
3.2%
Name
Assets
ICICI Bank Ltd.
9.1%
Infosys Ltd.
9.0%
HDFC Bank Ltd.
8.3%
Axis Bank Ltd.
4.4%
Bharti Airtel Ltd.
4.2%
Larsen & Toubro Ltd.
4.1%
HCL Technologies Ltd.
3.7%
Reliance Industries Ltd.
3.2%
Hindustan Unilever Ltd.
3.2%
Ultratech Cement Ltd.
3.0%
-
Fund Manager
keyboard_arrow_up
Name
Anup Upadhyay
Mahesh Patil
-
Education

Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.

Mr. Patil is B.E (Electrical), MMS in Finance and Chartered Financial Accountant from ICFAI Hyderabad.

-

Experience

He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.

Prior to joining Aditya Birla Sun Life AMC he has worked with Reliance Infocom Ltd., Motilal Oswal Securities and Parag Parikh Financial Advisory Services Ltd.

-

About Fund
keyboard_arrow_up
Description

SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

-

Launch Date
29 Jun 1987
23 Dec 1994
-
Custodian
Citibank NA
Citibank NA
-
Registrar & Transfer Agent
Cams
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns
ⓒ 2016-2021 Groww. All rights reserved, Built with in India