SBI Flexi Cap Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.6% | 24.5% | 14.3% | 16.1% | ||||
| Category Average | 18.2% | 24.3% | 14.6% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment |
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Fund Objective
SBI Flexi Cap Fund is an open-ended equity scheme offered by SBI Mutual Fund. The fund started on September 29, 2005, and its investment goal is to give investors access to a wide range of companies across the market capitalisation spectrum.
Large-cap stocks (5090% allocation), mid-cap stocks (1040% allocation), and small-cap stocks (up to 10% allocation) are the fund’s main focus. This strategy gives the fund a chance to take advantage of opportunities in different markets and industries.
Pros and Cons of SBI Flexi Cap Fund
| Pros | Cons |
|---|---|
| Low expense ratio: 0.86%, which can potentially increase overall returns on investment over time. | High AUM: 16160Cr, which may mean that the fund’s returns will be lower in the future because it gets harder to make returns with a bigger pool of assets. |
| Annualised returns that have been consistently higher than the average for the category over the past one, three, five, and ten years show that the fund has done well in the past. |
Who should invest in the SBI Flexi Cap Fund?
SBI Flexi Cap Fund may be a good investment option for those looking for a long-term investment of at least 3-4 years with the potential for high returns. But as an equity fund, it’s important to remember that it comes with some risk, and investors should be ready for the possibility of small losses in their investments.
This fund invests in a diverse range of companies across the market capitalisation spectrum, which may offer higher returns over the longer run. Additionally, it may be a good choice for those who want to diversify their portfolio. Therefore, it is recommended that investors seek professional advice before investing in this fund.
What are the benefits of investing in the SBI Flexi Cap Fund?
The SBI Flexi Cap Fund is a mutual fund that focuses on growth and has the potential to give investors steady returns. In the last 1-year, the fund has returned -4.87%, but since launch, it has delivered an average annual return of 12.40%. This performance is in line with most funds in its category, making it a reliable investment option.
One of the key benefits of investing in the SBI Flexi Cap Fund is its diversified portfolio. The fund has a majority of its money invested in various sectors such as Financial, Energy, Automobile, and Consumer Staples. This diversification helps to reduce the overall risk associated with investing in a single sector or company.
Also, the fund’s biggest investments are in well-known businesses like HDFC Bank Ltd., ICICI Bank Ltd., ITC Ltd., State Bank of India, and Axis Bank Ltd. These are companies that have a history of being financially stable and growing, which gives investors a sense of safety.
Fund Managers
R Srinivasan
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Flexi Cap .
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- 11,749
-
21.7%Fund Size - 11,749
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31.1%Fund Size - 11,749
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15.8%Fund Size - 11,749
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- Equity .
- Flexi Cap .
-
- 8,827
-
20.5%Fund Size - 8,827
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25.6%Fund Size - 8,827
-
17.2%Fund Size - 8,827
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- Equity .
- Flexi Cap .
-
- 1,595
-
17.8%Fund Size - 1,595
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25.2%Fund Size - 1,595
-
16.2%Fund Size - 1,595
-
- Equity .
- Flexi Cap .
-
- 3,534
-
21.4%Fund Size - 3,534
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24.7%Fund Size - 3,534
-
13.7%Fund Size - 3,534
-
- Equity .
- Flexi Cap .
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- 17,296
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18.3%Fund Size - 17,296
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24%Fund Size - 17,296
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14.3%Fund Size - 17,296
AMC Contact Details
Frequently Asked Questions
How to invest in SBI Flexi Cap Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Flexi Cap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Flexi Cap Fund – Direct Growth ?
How to redeem SBI Flexi Cap Fund – Direct Growth holding ?
What is the minimum sip amount of SBI Flexi Cap Fund – Direct Growth?
What are the top sectors SBI Flexi Cap Fund – Direct Growth has invested in?
- Banks - 23.13%
- Diversified FMCG - 5.65%
- IT-Software - 5.41%
- Petroleum Products - 5.23%
- Consumer Durables - 4.68%
Can I make investments in both the SIP and Lump Sum schemes of SBI Flexi Cap Fund – Direct Growth?
How much returns have SBI Flexi Cap Fund – Direct Growth generated ?
What is the expense ratio of SBI Flexi Cap Fund – Direct Growth ?
What is the AUM of SBI Flexi Cap Fund – Direct Growth?
What are the top stock holdings of SBI Flexi Cap Fund – Direct Growth?
- ICICI Bank - 8.13%
- Infosys - 5.77%
- HDFC Bank - 5.38%
- ITC - 4.42%
- Kotak Mah. Bank - 4.26%
How can I redeem my investments in SBI Flexi Cap Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Flexi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Is there any lock-in period for SBI Flexi Cap Fund - Direct Growth?
No, there is no lock-in period for SBI Flexi Cap Fund – Direct Growth.