Archive · 29 Jan 2026
SBI Flexi Cap Fund Strategy and Market Outlook
Anup Upadhyay, who manages the SBI Flexi Cap Fund, talked about how the fund works and where it sees opportunities.
The fund mostly invests in large companies right now because they seem safer.
It also likes financials, autos, metals, and cement.
The fund can move quickly because it's smaller than others.
They look for companies that are growing fast, could improve their profits, or are cheap compared to their assets.
They also think about big trends like more people using loans and the need for insurance.
The fund has changed how it picks stocks to do better.
SBI Flexi Cap Fund currently has 70% in large caps and 25% in mid/small caps due to better margin of safety in large caps.
The fund is overweight in financials, auto, metals, and cement sectors.
Household leverage and insurance are key investment themes for the fund.
The fund's smaller size allows for nimble asset allocation and faster decision-making.
The fund has consolidated its portfolio from 106 to 60 stocks and shifted to a more traditional fund management approach.
- Who
- Anup Upadhyay, fund manager at SBI Mutual Fund
- What
- Discussion on SBI Flexi Cap Fund strategy and market outlook
- When
- Current market conditions and future trends
- Where
- India
- Why
- To provide insights into the fund's investment strategy and market opportunities
- Fund Manager
- Anup Upadhyay
- Current Large Cap Allocation
- 70%
- Current Mid/Small Cap Allocation
- 25%
- Overweight Sectors
- Financials, Auto, Metals, Cement
- Portfolio Size
- 60 stocks
- AUM Advantage
- Nimble asset allocation
- Key Investment Themes
- Household Leverage, Insurance, Auto Sector
- Major Risks
- Sharp Metal Inflation, De-dollarisation Trends