SBI Flexicap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 30.51 | 17.68 | 16.39 | 14.71 |
Average Rolling Returns(%) | 19.42 | 16.93 | 14.97 | 16.61 |
The Current NAV of SBI Flexicap Fund - Growth - Direct Plan is ₹109.27.
You can consider SIP in SBI Flexicap Fund - Growth - Direct Plan as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
SBI Flexicap Fund - Growth - Direct Plan fund’s expense ratio is 0.85%
The process for redemption is
The AUM of SBI Flexicap Fund - Growth - Direct Plan is currently ₹20,784 Crores.
The Top three stocks are Kotak Mahindra Bank, Reliance Industries and ICICI Bank and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 37% of fund’s portfolio respectively.
Top three sectors of SBI Flexicap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and FMCG accounting for 50% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Flexicap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.
R. Srinivasan and Mohit Jain manage the SBI Flexicap Fund - Growth - Direct Plan Fund.
SBI Flexicap Fund - Growth - Direct Plan current PE ratio is 40.41 and PB ratio is 6.65
The asset allocation of SBI Flexicap Fund - Growth - Direct Plan is Stocks : 98.12%, Debt : 1.93% and Gold : 0%
The minimum SIP amount for SBI Flexicap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for SBI Flexicap Fund - Growth - Direct Plan is 0.10% on or before 30 days, Nil after 30 days