Sushil Bajaj |
📅 Last Updated on: November 27, 2025
SBI Flexi Cap Fund is an open-ended dynamic equity scheme managed by SBI Funds Management Ltd., a joint venture between State Bank of India and Amundi. The fund aims to provide long-term capital appreciation by actively investing across large-cap, mid-cap, and small-cap stocks. With the flexibility to shift allocations across market capitalizations, the scheme allows investors to benefit from different market cycles while maintaining diversification and liquidity.
A Flexicap Fund is a category of equity mutual fund that can invest in companies across the spectrum of market capitalization, meaning that the fund manager can invest in the universe of large-cap, mid-cap and small-cap stocks. In contrast, multi-cap funds have fixed parameters for allocation to different market capitalizations, while the allocation decision can be made by the fund manager in flexicap based on prevailing market conditions.
Flexibility allows this fund type to:
| Particulars | Details |
|---|---|
| Fund Name | SBI Flexi Cap Fund |
| Type | Open-ended dynamic equity scheme |
| Inception Date | 29th September 2005 |
| Benchmark Index | S&P BSE 500 TRI |
| Fund Manager | Mr. R. Srinivasan & Mr. Mohit Jain (Overseas) |
| Riskometer | High |
| Plans Available | Regular & Direct |
“To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments.”
The fund is benchmarked against the Nifty 500 Total Return Index (TRI), which represents the performance of the top 500 companies across market segments in India.
This index is considered suitable since the scheme invests across large, mid, and small-cap stocks, reflecting the broad market movement accurately.
Approach:
The fund follows an active management strategy investing across market capitalizations based on opportunities.
Allocation:
Diversification:
The fund maintains a diversified portfolio cutting across sectors to reduce unsystematic risk.
Overseas Investments:
Up to 35% of net assets can be invested in overseas securities including ADRs/GDRs and foreign ETFs.
Stock Selection:
Combines bottom-up and top-down approaches for identifying growth and value opportunities.
For updated detailed Performance data and key informations as on December 5, 2025
Visit SBI Flexi Cap Fund Performance Page
| Flexibility in Allocation |
|---|
| No restriction on market cap exposure allows the fund to capitalize on emerging opportunities. |
| Strong Historical Performance |
|---|
| Over 17 years of market presence with competitive returns compared to benchmark indices. |
| Long-term Growth Potential |
|---|
| Suitable for investors seeking consistent capital appreciation. |
| Experienced Fund Management |
|---|
| Led by veteran fund managers with a proven track record. |
| Diversified Portfolio |
|---|
| Exposure across sectors helps mitigate risk and improve stability. |
a. Long-term investors aiming for wealth creation over 5+ years.
b. Moderate to high-risk investors who can handle market volatility.
c. Investors seeking diversification across large, mid, and small-cap segments.
d. SIP investors wanting consistent participation in various market cycles.
Expense Ratio: Check latest factsheet.
Exit Load: 0.10% if redeemed within 30 days; Nil thereafter
Taxation:
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| Pain Point | How SBI Flexi Cap Fund Addresses It |
|---|---|
| Market Volatility | Dynamic allocation across market caps reduces risk exposure. |
| Lack of Diversification | Invests across sectors and company sizes for better balance. |
| Inflation & Value Erosion | Long-term equity growth potential to beat inflation. |
| Timing the Market | SIP option helps average out costs over time. |
| Liquidity Concerns | Open-ended structure ensures liquidity and flexibility. |
It’s a dynamic equity fund that invests across large, mid, and small-cap companies based on market conditions.
Yes. An exit load of 0.10% applies if you redeem units within 30 days; none thereafter.
The benchmark is S&P BSE 500 TRI, representing a wide range of Indian equities.
The fund is managed by Mr. R. Srinivasan and Mr. Mohit Jain (for overseas investments).
Yes, the fund offers SIP starting from ₹500 (daily/monthly), making it ideal for long-term wealth creation.
SBI Flexi Cap Fund is a robust option for investors seeking long-term capital appreciation through diversified exposure across market segments. With strong management, a proven track record, and flexibility to adapt to market trends, it fits well in most investors’ portfolios aiming for growth with manageable risk.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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