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Bajaj Finserv Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Very High
Asset Size (Cr) ₹4046 Cr ₹21417 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 14 Aug 2023 27 Aug 1998
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over % 20%
Expense Ratio 1.85 1.68
Manager Siddharth Chaudhary Dhaval Joshi
ISIN Code INF0QA701383 INF209K01AJ8
Exits Load Bajaj Finserv Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 5.76% 7.17%
6 Month 1.68% 5.25%
1 Year 11.17% 14.34%
3 Year - 20.28%
5 Year - 24.85%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 4.93% 7.5%
1 Year 3.53% 9.65%
3 Year - 19.48%
5 Year - 17.89%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 33.49% 17.42%
3 Year - 16.25%
5 Year - 16.95%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation - 12.55%
Sharp - 0.69%
Beta - 0.95%
Alpha - 0.61%

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Fund Managers

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name Siddharth Chaudhary Dhaval Joshi
Total AUM ₹7136 Cr ₹361932 Cr
Funds Managed 8 55
Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 4.53 1.67
Large Cap 59.94 69.72
Small Cap 20.7 11.63
Mid Cap 14.82 16.75

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 5.55 1.67
Energy 4.6 -
Industrials 12.1 -
Technology 9.2 -
Communication Services 3.96 -
Consumer Defensive 10.93 -
Financial Services 24.7 -
Basic Materials 3.24 -
Healthcare 12.17 -
Consumer Cyclical 13.54 -
Telecom - Services - 3.23
Petroleum Products - 5.55
IT - Software - 8.64
Pharmaceuticals & Biotechnology - 4.94
Construction - 2.27
Finance - 5.87
Consumer Durables - 2.48
Banks - 23.42
Non - Ferrous Metals - 1.67
Cement & Cement Products - 2.67
Electrical Equipment - 2.31
Auto Components - 4.84
Automobiles - 5.05
Chemicals & Petrochemicals - 2.88
Personal Products - 1.26
Healthcare Services - 1.81
Insurance - 4.06
Industrial Products - 3.35
Agricultural Food & other Products - 1.62
Retailing - 2.11
Fertilizers & Agrochemicals - 0.46
Minerals & Mining - 0.42
Transport Services - 0.81
Industrial Manufacturing - 0.39
Realty - 0.55
Capital Markets - 0.59
Ferrous Metals - 1.27
Beverages - 3.58

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