SBI Flexi Cap Fund – Direct Growth

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 (50–90% allocation), mid-cap stocks (10–40% 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

How to invest in SBI Flexi Cap Fund?

Investing in the SBI Flexi Cap Fund is a simple process that is easy to do on 5Paisa, a digital investment platform that is easy to use. Investing in the fund through the platform is simple, quick, and requires no paperwork.

With a few clicks, you can easily start investing in the fund, without the need for paperwork or other formalities. 5Paisa is an easy-to-use and safe platform that lets you invest in the SBI Flexi Cap Fund Direct Growth and potentially benefit from its returns.

What is the expense ratio of SBI Flexi Cap Fund?

The term "Expense Ratio" is an important metric to consider when evaluating a mutual fund like SBI Flexi Cap Fund. It refers to the annual charges that investors need to pay to the mutual fund company for managing their investments in the fund.

This fee is usually expressed as a percentage of the total assets under management. It covers the costs of running and managing the fund, such as administrative costs, management fees, and other operational costs.

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.