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)	₹4046 Cr	₹22826 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	5.32%	1.95%
6 Month	-0.66%	-0.14%
1 Year	7.9%	8.29%
3 Year	-	21.11%
5 Year	-	22.94%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	9.74%	7.92%
1 Year	10.42%	8.78%
3 Year	-	18.16%
5 Year	-	17.04%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	26.65%	16.85%
3 Year	-	16.17%
5 Year	-	17.02%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	-	12.88%
Sharp	-	0.95%
Beta	-	0.92%
Alpha	-	1.17%

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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	4.53	1.35
Large Cap	59.94	69.72
Small Cap	20.7	12.23
Mid Cap	14.82	16.46

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	5.55	1.35
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	-	3.32
Petroleum Products	-	5.78
IT - Software	-	8.03
Pharmaceuticals & Biotechnology	-	4.73
Construction	-	2.1
Finance	-	5.61
Consumer Durables	-	2.63
Banks	-	23.9
Non - Ferrous Metals	-	1.52
Cement & Cement Products	-	2.64
Electrical Equipment	-	2.17
Auto Components	-	4.55
Automobiles	-	5.92
Chemicals & Petrochemicals	-	2.89
Personal Products	-	1.32
Healthcare Services	-	1.87
Insurance	-	4.33
Industrial Products	-	3.18
Agricultural Food & other Products	-	1.82
Retailing	-	2.16
Fertilizers & Agrochemicals	-	0.4
Minerals & Mining	-	0.39
Transport Services	-	0.8
Industrial Manufacturing	-	0.39
Realty	-	0.57
Capital Markets	-	0.57
Ferrous Metals	-	1.22
Beverages	-	3.6