Home>Mutual Funds>Compare>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
(55.5%)
Aditya Birla Sun Life Focused Equity Fund Direct Growth
(44.1%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹1000 | - |
| Expense Ratio | 0.87% | 1.15% | - |
| NAV | ₹75.9 (26-Jul-2021) | ₹90.8 (26-Jul-2021) | - |
| Fund Started | 04-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹13,827Cr | ₹4,938Cr | - |
Returns
keyboard_arrow_up1Y
55.5%
44.1%
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3Y
15.0%
14.3%
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5Y
15.0%
13.7%
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Pros & Cons
keyboard_arrow_upPros
1. Lower expense ratio - 0.87%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 1Y Returns are higher than the category average returns
1. 5Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
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Cons
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
1. 1Y Returns are lower than the category average returns
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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.
8.0%
ICICI Bank Ltd.
7.3%
HCL Technologies Ltd.
4.5%
Axis Bank Ltd.
3.4%
Infosys Ltd.
3.2%
Hindalco Industries Ltd.
3.1%
State Bank of India
3.1%
Larsen & Toubro Ltd.
3.0%
Crompton Greaves Consumer Electricals Ltd.
3.0%
Tech Mahindra Ltd.
2.4%
Name
Assets
Infosys Ltd.
9.6%
ICICI Bank Ltd.
8.7%
HDFC Bank Ltd.
8.4%
Axis Bank Ltd.
4.7%
Bharti Airtel Ltd.
4.4%
Larsen & Toubro Ltd.
4.3%
United Spirits Ltd.
3.5%
Bajaj Finance Ltd.
3.4%
Hindustan Unilever Ltd.
3.4%
State Bank of India
3.2%
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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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