Home>Mutual Funds>Compare>Compare SBI Flexicap Fund Direct Growth with SBI Large & Midcap Fund Direct Plan 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
3.0 star
INVEST NOW
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SBI Large & Midcap Fund Direct Plan Growth
Equity
Large & Mid Cap
3.0 star
INVEST NOW
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SBI Flexicap Fund Direct Growth
(62.7%)
SBI Large & Midcap Fund Direct Plan Growth
(68.3%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.93% | 1.42% | - |
| NAV | ₹68.2 (09-Apr-2021) | ₹304.1 (09-Apr-2021) | - |
| Fund Started | 04-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹11,829Cr | ₹3,629Cr | - |
Returns
keyboard_arrow_up1Y
62.7%
68.3%
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3Y
11.1%
11.6%
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5Y
15.6%
15.0%
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Pros & Cons
keyboard_arrow_upPros
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
1. 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
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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Turn Over
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Equity
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NaN%
Cash
NaN%
NaN%
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Top Holdings
keyboard_arrow_upTop 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
Page Industries Ltd.
6.0%
HDFC Bank Ltd.
5.8%
ICICI Bank Ltd.
4.7%
State Bank of India
3.8%
Infosys Ltd.
3.5%
Relaxo Footwears Ltd.
2.8%
Emami Ltd.
2.7%
Balkrishna Industries Ltd.
2.6%
ICICI Lombard General Insurance Company Ltd.
2.6%
Sheela Foam Ltd.
2.6%
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Fund Manager
keyboard_arrow_upName
Anup Upadhyay
Saurabh Pant
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Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
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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.
He has been associated with SBI Mutual Fund since 2007.
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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.
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.
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Launch Date
29 Jun 1987
29 Jun 1987
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Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
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Registrar & Transfer Agent
Cams
Cams
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