Name: SBI Flexicap Fund Growth
Brand: SBI Mutual Fund

Home>Mutual Funds>SBI Mutual Fund>SBI Flexicap Fund Growth

bookmark_border
share
SBI Flexicap Fund Growth
Equity
Flexi Cap
Very High Risk
54.47%
1Y return
+0.58% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹70.27
Min. SIP Amount₹500
Rating3star
Fund Size₹13,827.12 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns54.5%13.5%13.4%13.1%
Category average52.1%14.5%14.5%NA
Rank with in category161720NA
Understand termsinfo
Holdings (53)NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.0%
ICICI Bank Ltd.FinancialEquity7.3%
HCL Technologies Ltd.TechnologyEquity4.5%
Axis Bank Ltd.FinancialEquity3.4%
Infosys Ltd.TechnologyEquity3.2%
Hindalco Industries Ltd.MetalsEquity3.1%
State Bank of India
FinancialEquity3.1%
Larsen & Toubro Ltd.ConstructionEquity3.0%
Crompton Greaves Consumer Electricals Ltd.Consumer DurableEquity3.0%
Tech Mahindra Ltd.TechnologyEquity2.4%
See All
Pros and consCategory: Equity Flexi Cap
ProsAge is more than 10 years
Lower expense ratio - 1.92%
10Y Returns are higher than the category average returns
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
ConsAsset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 1.92%Inclusive of GST
Exit loadExit load of 0.10% if redeemed within 30 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementAnup Upadhyay
Feb 2017 - Present
View Details
keyboard_arrow_down
Education
Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
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.
Also manages these schemes
SBI Technology Opportunities Fund IDCW
SBI Magnum Global Fund Growth
SBI Magnum Global Fund IDCW
SBI Flexicap Fund Growth
SBI Flexicap Fund IDCW
SBI Magnum Global Direct Plan IDCW
SBI Magnum Global Direct Plan Growth
SBI Flexicap Fund Direct IDCW
SBI Flexicap Fund Direct Growth
SBI Technology Opportunities Fund Direct IDCW
SBI Technology Opportunities Fund Growth
SBI Technology Opportunities Fund Direct Growth
SBI Equity Opportunities Fund Series I Regular Growth
SBI Equity Opportunities Fund Series I Regular IDCW
SBI Equity Opportunities Fund Series I Direct Growth
SBI Equity Opportunities Fund Series IV Direct Growth
SBI Equity Opportunities Fund Series IV Regular Growth
SBI Equity Opportunities Fund Series IV Regular IDCW
SBI Equity Opportunities Fund Series IV Direct IDCW
SBI Long Term Advantage Fund Series V Regular IDCW
SBI Long Term Advantage Fund Series V Direct Growth
SBI Long Term Advantage Fund Series V Regular Growth
SBI Long Term Advantage Fund Series V Direct IDCW
SBI Long Term Advantage Fund Series VI Regular Growth
SBI Long Term Advantage Fund Series VI Regular IDCW
SBI Long Term Advantage Fund Series VI Direct Growth
SBI Long Term Advantage Fund Series VI Direct IDCW
Fund house & investment objective
keyboard_arrow_down
SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
SBI Flexicap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Anup 
SBI Flexicap Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Anup Upadhyay is the Current Fund Manager of SBI Flexicap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 29 Jul 2021 is ₹70.27.
The SBI Flexicap Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000. Exit load of 0.10% if redeemed within 30 days....Read more
Investment Objective
The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will inve
The scheme would invest in equities and equity related instruments of companies spanning the entire market capitalization spectrum. The fund will invest 50-90 per cent in large-cap stocks, 10-40 per cent in mid-cap stocks and upto 10 per cent in small-cap stocks.
...Read more
Fund benchmarkS&P BSE 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
SBI Flexicap Fund Growth
VS
Add mutual fund to compare

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositGoldUS Stocks
GROWW
About UsPricingBlogMedia & PressHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww Digest
ⓒ 2016-2021 Groww. All rights reserved, Built with ♥in India

	1Y	3Y	5Y	All
Fund returns	54.5%	13.5%	13.4%	13.1%
Category average	52.1%	14.5%	14.5%	NA
Rank with in category	16	17	20	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	8.0%
ICICI Bank Ltd.	Financial	Equity	7.3%
HCL Technologies Ltd.	Technology	Equity	4.5%
Axis Bank Ltd.	Financial	Equity	3.4%
Infosys Ltd.	Technology	Equity	3.2%
Hindalco Industries Ltd.	Metals	Equity	3.1%
State Bank of India	Financial	Equity	3.1%
Larsen & Toubro Ltd.	Construction	Equity	3.0%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	3.0%
Tech Mahindra Ltd.	Technology	Equity	2.4%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹1,000

Rating	3
Fund Size	₹13,827.12 Cr