Bank Of India Flexi Cap vs 360 One Flexi Cap
Data updated · direct-growth plans · not investment advice
Bank Of India Flexi Cap currently edges it with a Smart Score of 80/100 vs 74/100. Bank Of India Flexi Cap has the stronger risk-adjusted profile (Sortino 1.17 vs 1.15), 3-year returns of 22.2% vs 19.1%, and an expense ratio of 0.85% vs 0.91%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 18.1%BEST | 14.0% | ||
3Y return | 22.2%BEST | 19.1% | ||
5Y return | 18.2%BEST | — | ||
Since launch | 26.6%BEST | 18.8% | ||
| Vs category benchmark | ||||
1Y vs index | +12.9%BEST | +8.8% | ||
3Y vs index | +9.7%BEST | +6.6% | ||
5Y vs index | +6.8%BEST | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.89BEST | 0.83 | ||
Sortino ratio | 1.17BEST | 1.15 | ||
Std deviation | 19.09 | 15.16BEST | ||
Alpha | 6.73BEST | 5.11 | ||
Beta | 1.11 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.85%BEST | 0.91% | ||
Fund size | ₹2.8k CrBEST | ₹2.2k Cr | ||
Portfolio P/E | 24.48BEST | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Alok Singh | — | ||
Benchmark | BSE 500 TRI | BSE 500 TRI | ||
Riskometer | High | High | ||
Start date | 29 Jun 2020 | 30 Jun 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Bank Of India Flexi Cap better than 360 One Flexi Cap?
Bank Of India Flexi Cap currently edges it with a Smart Score of 80/100 vs 74/100. Bank Of India Flexi Cap has the stronger risk-adjusted profile (Sortino 1.17 vs 1.15), 3-year returns of 22.2% vs 19.1%, and an expense ratio of 0.85% vs 0.91%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Which is cheaper — Bank Of India Flexi Cap or 360 One Flexi Cap?
Bank Of India Flexi Cap has the lower expense ratio: 0.85% vs 0.91% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Bank Of India Flexi Cap leads with 1.17 vs 1.15. Sharpe ratios: Bank Of India Flexi Cap 0.89, 360 One Flexi Cap 0.83.