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

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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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)	₹5180 Cr	₹23606 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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	-2.25%	-3.57%
6 Month	8.22%	6.84%
1 Year	2.52%	0.86%
3 Year	-	16.94%
5 Year	-	20.69%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	7.59%	4.73%
1 Year	11.12%	7.5%
3 Year	-	17.49%
5 Year	-	16.6%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	15.94%	16.53%
3 Year	-	16.26%
5 Year	-	17.18%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	-	12.55%
Sharp	-	1.17%
Beta	-	0.94%
Alpha	-	0.81%

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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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	5.26	4.93
Large Cap	48.76	65.68
Mid Cap	18.05	16.72
Small Cap	27.93	12.67

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.65	1.91
Energy	3.98	5.84
Financial Services	36.82	32.46
Technology	5.97	8.41
Consumer Cyclical	10.14	12.17
Communication Services	2.43	3.12
Consumer Defensive	7.83	7.27
Industrials	14.4	11.14
Healthcare	8.48	6.93
Basic Materials	3.62	10.13
Utilities	0.98	-
Real Estate	3.69	0.6