Sbi flexi cap fund

SBI Flexicap Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Flexicap Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/17514/sbi-flexicap-fund-direct-plan/ Get the latest information and complete track record of SBI Flexicap Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

Flexi Cap funds invest in companies of all sizes and across sectors. This flexibility allows them to make changes in the portfolio as market conditions change. ..... Advantages of Flexi Cap Funds • Exposure to stocks of all sizes and sectors driving the Indian economy forward • Ideal for long-term goals that are more than seven years away • Fund managers have the flexibility to change portfolios in line with market dynamics • Quant Flexi Cap Fund • Parag Parikh Flexi Cap Fund • HDFC Flexi Cap Fund • PGIM India Flexi Cap Fund • JM Flexicap Fund • Franklin India Flexi Cap Fund • Edelweiss Flexi Cap Fund • DSP Flexi Cap Fund • Canara Robeco Flexi Cap Fund • SBI Flexicap Fund • HSBC Flexi Cap Fund • Kotak Flexicap Fund • Aditya Birla Sun Life Flexi Cap Fund • UTI Flexi Cap Fund • Axis Flexi Cap Fund • Bandhan Flexi Cap Fund • LIC MF Flexi Cap Fund • Motilal Oswal Flexi Cap Fund • Baroda BNP Paribas Flexi Cap Fund • ICICI Prudential Flexicap Fund • Invesco India Flexi Cap Fund • Mahindra Manulife Flexi Cap Fund • Mirae Asset Flexi Cap Fund • Navi Flexi Cap Fund • Nippon India Flexi Cap Fund • Sundaram Flexi Cap Fund • Tata Flexi Cap Fund

Parag Parikh Flexi Cap fund had assets of about Rs 3,000 crore in April 2020. Today, its assets have soared past Rs 33,600 crore. That’s phenomenal growth of over 10 times in just three years. Moreover, the fund now stands tall among India’s 10 biggest actively managed equity schemes. Sounds like a fairy tale? It isn’t. The fund recently marked a decade of existence, and presently too, it continues to deliver high returns. In the last year, the fund comfortably managed to outperform both its peers and the benchmark. Let’s dive deep into the fund’s performance and investment strategy. Let’s start with returns. What Are the Returns of Parag Parikh Flexi Cap Fund? Be it one year, three years, five years, seven years or 10 years, Parag Parikh Flexi Cap Fund has beaten its benchmark comfortably across different periods and is one of the best funds in the category. Returns as of 1 June 2023 To further check Parag Parikh Flexi Cap’s consistency, we compared its performance against its peers across calendar years. And it passed this test. Since its launch in 2013, the fund has beaten its category average in six out of 10 calendar years. We also looked at how your investments would have fared had you invested for any seven years since the fund’s launch ( On average, investors in this fund would have got around 18% CAGR, considerably higher than the benchmark. Interestingly, the minimum return one would have earned by staying invested for at least seven years is 14.6%, a telling sig...

SBI Flexicap Fund Direct-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Flexicap Fund - Direct Plan as of Jun 16, 2023 is Rs 89.67 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 22.58% (1yr), 26.49% (3yr), 12.56% (5yr) and 16.02% (since launch). Whereas, Category returns for the same time duration are: 24.59% (1yr), 24.63% (3yr) and 11.9% (5yr). 3. Fund Size: The SBI Flexicap Fund - Direct Plan currently holds Assets under Management worth of Rs 17056.0 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.86% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Flexicap Fund - Direct Plan shall attract an Exit Load, "Exit load of 0.10% if redeemed within 30 days." 6. Minimum Investment: Minimum investment required is Rs 1000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Flexicap Fund Direct-Growth Fund Details Investment Objective - 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. Fund House SBI Mutual Fund Launch Date Jan 01, 2013 Benchmark S&P BSE 500 Index Return Since Launch 16.02% Riskometer Very High Type Open-ended Risk Grade Below Average Return Grade Average • Mr. Srinivasan is M.Com and MFM. Prior ...

SBI Flexicap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Flexicap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/2859/sbi-flexicap-fund/ Get the latest information and complete track record of SBI Flexicap Fund schemes, returns, latest NAV and ratings from independent mutual fund research house. Suitability When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund. Like for all equity funds, you must invest only through the SIP route. Warning: Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

DSP Flexi Cap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research DSP Flexi Cap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/393/dsp-flexi-cap-fund/ Get the latest information and complete track record of DSP Flexi Cap Fund schemes, returns, latest NAV and ratings from independent mutual fund research house. Investment Strategy The scheme seeks to generate long-term capital appreciation, from a portfolio which is substantially constituted of equity and equity related securities and may also invest a certain portion of its corpus in debt and money market securities, in order to meet liquidity requirements from time to time. In Picking out individual investment opportunities for the portfolio, the investment manager will seek both value & growth.

Fund name Annual Returns % Expense ratio ETM Rank AUM 21.27% 0.58% #1 ₹1,449 Crs 18.79% 0.72% #5 ₹35,965 Crs 17.74% 0.41% #3 ₹5,716 Crs 15.92% 0.97% #2 ₹34,520 Crs 15.82% 1.47% #6 ₹326 Crs 15.2% 0.53% #11 ₹9,464 Crs 13.01% 0.88% #16 ₹25,318 Crs 14.6% 0.73% #15 ₹8,191 Crs 11.09% 1.22% #10 ₹3,289 Crs 12.9% 0.63% #12 ₹38,305 Crs 12.62% 0.86% #7 ₹17,056 Crs

SBI Flexicap Fund Direct-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the SBI Flexicap Fund - Direct Plan as of Jun 16, 2023 is Rs 89.67 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 22.58% (1yr), 26.49% (3yr), 12.56% (5yr) and 16.02% (since launch). Whereas, Category returns for the same time duration are: 24.59% (1yr), 24.63% (3yr) and 11.9% (5yr). 3. Fund Size: The SBI Flexicap Fund - Direct Plan currently holds Assets under Management worth of Rs 17056.0 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.86% for Direct plan as on May 31, 2023. 5. Exit Load: SBI Flexicap Fund - Direct Plan shall attract an Exit Load, "Exit load of 0.10% if redeemed within 30 days." 6. Minimum Investment: Minimum investment required is Rs 1000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 500. SBI Flexicap Fund Direct-Growth Fund Details Investment Objective - 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. Fund House SBI Mutual Fund Launch Date Jan 01, 2013 Benchmark S&P BSE 500 Index Return Since Launch 16.02% Riskometer Very High Type Open-ended Risk Grade Below Average Return Grade Average • Mr. Srinivasan is M.Com and MFM. Prior ...

SBI Flexicap Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Flexicap Fund - Direct Plan - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/17514/sbi-flexicap-fund-direct-plan/ Get the latest information and complete track record of SBI Flexicap Fund - Direct Plan schemes, returns, latest NAV and ratings from independent mutual fund research house.

SBI Flexicap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research SBI Flexicap Fund : Overview, Performance, Portfolio | Mutual Fund | Value Research https://www.valueresearchonline.com/funds/2859/sbi-flexicap-fund/ Get the latest information and complete track record of SBI Flexicap Fund schemes, returns, latest NAV and ratings from independent mutual fund research house.