Bajaj Finserv Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns27.4%
ICICI Prudential MidCap Fund - Growth
3Y Returns25.2%
Nippon India Banking & PSU Debt Fund- Growth Plan- Growth Option
3Y Returns7.53%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.43%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns20.25%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns18.91%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns28.66%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns20.04%