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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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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
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.87% | 1.12% | - |
| NAV | ₹85.0 (27-Oct-2021) | ₹104.0 (27-Oct-2021) | - |
| Fund Started | 04-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹15,291Cr | ₹5,358Cr | - |
Returns
keyboard_arrow_up1Y
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
keyboard_arrow_upPros
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
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 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
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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