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Home>Mutual Funds>Compare SBI Flexicap Fund Direct Growth with Aditya Birla Sun Life Focused Equity Fund Direct Growth
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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

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SBI Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0star
INVEST NOW
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Aditya Birla Sun Life Focused Equity Fund Direct Growth

Equity
Focused
3.0star
INVEST NOW
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SBI Flexicap Fund Direct Growth

(62.9%)

Aditya Birla Sun Life Focused Equity Fund Direct Growth

(55.9%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹1000-
Expense Ratio0.87%1.12%-
NAV₹85.0 (27-Oct-2021)₹104.0 (27-Oct-2021)-
Fund Started04-Jan-201301-Jan-2013-
Fund Size₹15,291Cr₹5,358Cr-
Returns
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1Y
62.9%
55.9%
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3Y
24.3%
23.1%
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5Y
16.7%
16.1%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.87%
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 1.12%
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Cons
1. Higher AUM: 15290Cr. Funds with a higher AUM tend to have lower returns in the future
Found nothing so far.
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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-
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Turnover
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-
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.2%
ICICI Bank Ltd.
7.4%
HCL Technologies Ltd.
5.3%
ITC Ltd.
3.2%
Axis Bank Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Infosys Ltd.
3.0%
Bharti Airtel Ltd.
2.5%
Reliance Industries Ltd.
2.3%
GAIL (India) Ltd.
2.3%
Name
Assets
ICICI Bank Ltd.
8.9%
HDFC Bank Ltd.
8.5%
Infosys Ltd.
7.9%
Bharti Airtel Ltd.
4.9%
Larsen & Toubro Ltd.
4.7%
HCL Technologies Ltd.
4.2%
Axis Bank Ltd.
4.1%
United Spirits Ltd.
3.8%
Bajaj Finance Ltd.
3.7%
State Bank of India
3.6%
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Fund Manager
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Name
Anup Upadhyay
Mahesh Patil
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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.
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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.
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About Fund
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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.

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Launch Date

29 Jun 1987

23 Dec 1994

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Custodian

Citibank NA

Citibank NA

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Registrar & Transfer Agent

Cams

Cams

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