SBI Flexicap Fund Regular Growth

• Alpha -0.09%
• Beta 0.97
• Sharpe Ratio0.58
• Std Deviation 11.18%
• Tracking Error 3.84%

To provide investors with opportunities for longterm growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments.

The SBI Flexicap Fund Regular Growth has an AUM of 23555.67 crores & has delivered CAGR of 14.85% in the last 5 years. The fund has an exit load of 0.10% and an expense ratio of 1.66%. The minimum investment in SBI Flexicap Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Kotak Mahindra Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Construction Services & Auto & Truck Manufacturers.

Some of the similar funds are Franklin India Flexi Cap Fund Growth, Aditya Birla Sun Life Flexi Cap Fund Growth, ICICI Prudential Flexicap Fund Regular Growth, UTI Flexi Cap Fund Regular Plan Growth, SBI Flexicap Fund Regular Growth. SBI Flexicap Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 11.18%.