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Compare Axis Flexi Cap Fund vs SBI Flexicap Fund

Risk

Very High
Very High

Rating

2.0
3.0

Min SIP Amount

₹100
₹500

Expense Ratio

1.71
1.66

NAV

₹26.36
₹111.97

Fund Started

30 Oct 2017
22 Aug 2005

Fund Size

₹13275.82 Cr
₹23555.67 Cr

Exit Load

Exit Load for units in excess of 20% of the investment,1% will be charged for redemption within 12 months.
Exit load of 0.10% if redeemed within 30 days.

1 Year

-2.14%
0.40%

3 Year

13.94%
13.18%

5 Year

12.46%
14.39%

Equity

92.87%
95.11%

Cash

-0.07%
4.55%

Top 10 Holdings

Name

Vinayak Jayanath
Rama Iyer Srinivasan

Start Date

12 Dec 2023
08 Sep 2020

Description

The scheme seeks to generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments across market capitalization by targeting undervalued companies that offer opportunities to generate superior capital gains from a medium-to-long term perspective.
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.

Launch Date

30 Oct 2017
22 Aug 2005

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