Invest in SBI Flexi Cap Fund Regular Plan Growth effortlessly with a quick and easy three-step investment process. Start earning your returns without any hassle.

Is SBI Flexi Cap Fund a worthwhile investment?

The current Asset Under Management (AUM) of the fund is ₹9,00,277 Crores. The latest Net Asset Value (NAV) is as of [date].

List:

– The latest NAV can be obtained as of [date].

Frequently Asked Questions

Equity funds are investment plans that primarily focus on investing in stocks of companies with varying market values.

Understanding Large Cap, Mid Cap, Small Cap, and Multi Cap Equity Funds

SEBI categorizes listed companies according to their market capitalization. Large-cap funds focus on the top 100 companies, while mid-cap funds target those ranked between 101 and 250. Small-cap funds invest in companies ranked from 251 onwards. On the other hand, multi-cap funds have the flexibility to invest in small cap, mid cap, and large cap companies.

Understanding ELSS Funds in India

ELSS funds are mutual funds that offer tax benefits and primarily invest in equity schemes. These funds have a mandatory lock-in period of 3 years.

Understanding Bluechip Funds in India

Bluechip funds are investment funds that focus on purchasing stocks of established companies that have a proven track record of strong financial performance over an extended period.

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What is a lock-in period?

The lock-in period of a mutual fund refers to the duration during which your invested money is held in the fund. While many mutual funds do not have any lock-in period, tax-saving funds like ELSS have a minimum lock-in period of 3 years, which is the shortest compared to other investment options eligible for tax benefits under section 80C. The lock-in period starts from the date of investment and may vary for SIPs (Systematic Investment Plans).

Is KYC mandatory for BLACK?

Know Your Customer (KYC) is a mandatory requirement for all fund houses. When investing through BLACK, you only need to complete your KYC process once. This single KYC will be applicable for all future investments as well.

Understanding the Concept of Mandate (Auto-SIP)

A Mandate is a single registration that allows you to authorize your bank account to deduct a specific amount of money from your account every day for investing in a SIP portfolio. Once you have registered for the Mandate, you no longer need to go through the payment process each time you make an investment in the SIP.

The growth strategy of SBI Flexicap

– Trailing returns:

– 1-year: 26.25%

– 3-year: 14.34%

– 5-year:16.05%

– Average annual return:

– SBI Flexi Cap Fund has an average annual return of 26.25%.

This performance indicates the potential for significant growth in investments made in this fund over time, making it a favorable option for investors in India seeking long-term capital appreciation opportunities.

What is the expense ratio for SBI Flexi Cap Fund regular plan?

What is the expense ratio of SBI Flexi Cap Fund? The expense ratio of SBI Flexi Cap Fund is 1.68%. This means that for every Rs.100 invested in the fund, Rs.1.68 goes towards covering various expenses such as management fees, administrative costs, and other operational charges.

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The expense ratio plays a crucial role in determining the overall returns earned by investors in a mutual fund scheme. A lower expense ratio indicates that a larger portion of the investment amount is being utilized for generating returns, while a higher expense ratio implies that a significant portion is being used to cover expenses.

What has been the performance of SBI Flexicap Fund in the past 5 years?

The SBI Flexi Cap Fund Regular Plan Growth is a popular investment option in India, with an impressive Asset Under Management (AUM) of 20139.83 crores. Over the past five years, this fund has delivered a Compound Annual Growth Rate (CAGR) of 16.91%, making it an attractive choice for investors seeking long-term capital appreciation.

Investing in the SBI Flexi Cap Fund Regular Plan Growth requires a minimum initial investment amount of Rs 1000, which makes it accessible for individuals looking to start investing with smaller amounts. Moreover, there is also an option for Systematic Investment Plans (SIPs), where investors can contribute as little as Rs 500 on a regular basis towards building their portfolio gradually.

P.S.: The SBI Flexi Cap Fund Regular Plan Growth offers significant growth potential based on its historical performance and AUM size while considering factors such as exit load and expense ratio are crucial aspects before making any investment decisions. With its low minimum investment requirements and SIP facility available, this fund provides flexibility for both new and experienced investors looking to diversify their portfolios effectively.

Is it safe to invest in Flexi Cap funds?

Flexi-cap mutual funds, such as the SBI Flexi Cap Fund Regular Plan Growth, are considered high-risk equity mutual funds. These funds have the flexibility to invest across different market capitalizations, including large-cap, mid-cap, and small-cap stocks. The level of risk associated with flexi cap funds may vary depending on their asset allocation strategy.

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Investing in equities always carries a certain degree of risk due to market volatility and fluctuations. However, flexi cap funds tend to be more volatile compared to other types of mutual funds because they have the freedom to allocate investments based on changing market conditions. This means that fund managers can shift their portfolio allocations between different sectors or market caps according to their assessment of potential returns.

While this flexibility allows for potentially higher returns during favorable market conditions, it also exposes investors to greater risks during downturns or periods of uncertainty. It is important for investors considering flexi cap funds like SBI Flexi Cap Fund Regular Plan Growth to carefully assess their risk tolerance and investment goals before investing.

Is Flexi Cap suitable for the long term?

Flexi Cap funds like SBI Flexi Cap Fund Regular Plan Growth are a type of mutual fund that is suitable for investors who want to invest their money for the long term. These funds have the ability to adjust their investment strategy based on market conditions, which means they can potentially earn higher returns over time.

For example, if certain sectors or industries are doing well, the fund manager can allocate more money towards those areas to potentially earn higher returns. On the other hand, if there are signs of weakness in certain sectors, the manager has the freedom to reduce exposure and move investments elsewhere.

– Flexi Cap Funds like SBI Flexi Cap Fund Regular Plan Growth are suitable for long-term investment horizons.

– They offer flexibility in allocation and adaptability to market changes.

– Investors benefit from potential compounding returns over time by diversifying their investments across various sectors and companies