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SBI Flexicap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Flexi Cap
High
₹47.88
Current NAV
25 Jun 2026
18.4%
1Y Return
12.4%
3Y CAGR
19.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Flexi Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.84
Sharpe Ratio
0.44
Beta
1.84
Alpha
0.96
Sortino
Fund Details
Fund House SBI
Category Flexi Cap
AUM ₹2890 Cr
Expense Ratio 1.64%
Min SIP ₹500
Min Lumpsum ₹1000
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