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Flexi Cap

SBI Flexicap Fund · Direct · Growth

SBI Mutual Fund

NAV

₹121.6279

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+1.60%
3Y
+9.02%
5Y
+9.85%
Since Inception
+14.68%

SIP returns (XIRR)

1Y
+0.97%
3Y
+4.95%
5Y
+8.51%
Since Inception
+13.50%

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryFlexi Cap
Launch Date07 Jan 2013
AMFI Code119718
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹500
Exit LoadFor purchases/ switches made w.e.f.24.08.2009 - Entry Load: NIL; Exit Load: 1% if redeemed/ switched out within 1 year from the date of investment; NIL if redeemed/ switched after 1 year from the date of investment. W.E.F. 01-June-2013 STT @0.001% is applicable at the time of redemption / switchover. For applicability of load structure, please refer to SAI / SID / KIM / Addendum issued from time to time.**KYC is mandatory with effect from 1st January, 2011 irrespective of investment amount for all categories of investors.** **Nomination is mandatory for new folios/accounts opened by individuals especially with single holding**

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with SBI Flexicap Fund - REGULAR PLAN -Growth Option

Holding% NAV
  1. 1Icici Bank Ltd.6.66%
  2. 2Treps5.15%
  3. 3Axis Bank Ltd.4.63%
  4. 4Hdfc Bank Ltd.4.48%
  5. 5Larsen & Toubro Ltd.4.05%
  6. 6Bajaj Auto Ltd.3.27%
  7. 7Jsw Infrastructure Ltd.2.96%
  8. 8Aurobindo Pharma Ltd.2.79%
  9. 9Eicher Motors Ltd.2.37%
  10. 10Varun Beverages Ltd.2.36%
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Investment Objective

SBI Flexicap Fund · Direct · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

SBI Flexicap Fund · Direct · Growth is a Flexi Cap mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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