Scheme Objective
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum and in debt and money market instruments.
Scheme Details
- Fund manager(s) – Anup Upadhyay
- Launch date – 29-Sep-2005
- Expense ratio – 1.76% as declared on 31-Aug-2021 (category average is 2.14%)
- Benchmark - S&P BSE 500 TRI
- Min SIP amount - ₹500
- Min investment amount (one time- first time) - ₹1000
- Min investment amount (addtional purchase) - ₹1000
- Type : Open Ended Fund. You can invest any time in this fund.
Exit Load
SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges.
Tax Rate
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Contact Details
Tel no.: 9954952328
