27
Flexi CapAvoid
SBI Flexi Cap
SBI · Direct–Growth · rank #41 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-2.1%
-0.0% vs index
3 Years
8.0%
-1.9% vs index
5 Years
8.0%
-1.5% vs index
Since launch
14.5%
Year-by-year performance
2021
+32.0%+1.4% vs index
2022
+1.6%-2.2% vs index
2023
+23.9%-2.7% vs index
2024
+15.2%-0.5% vs index
2025
+6.3%-1.3% vs index
2026
-4.4%-0.7% vs index
Why this score
SBI Flexi Cap scores 27/100 — #41 of 48 Flexi Cap fund (Avoid). It stands out for volatility — beating 94% of peers on volatility. The main drag is its 5y return (better than only 9% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
5Y return8.04% · 9th percentile in category
3Y return7.95% · 9th percentile in category
Volatility12.39 · 94th percentile in category
Sharpe ratio0.12 · 13th percentile in category
Alpha-3.00 · 6th percentile in category
Sortino ratio0.16 · 13th percentile in category
Top holdings
1.ICICI Bank Ltd7.22%
2.HDFC Bank Ltd5.55%
3.Larsen & Toubro Ltd3.86%
4.Bajaj Auto Ltd3.85%
5.Coforge Ltd2.97%
68 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.