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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 3.57% 3.5%
6 Month -4.55% -1.5%
1 Year 8.15% 10.58%
3 Year - 15.8%
5 Year - 22.53%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 0.32% 2.73%
1 Year -4.31% 0.9%
3 Year - 17.36%
5 Year - 17.04%

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 - 0.44%
Beta - 0.96%
Alpha - -0.36%

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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 1.22
Large Cap 59.94 70.79
Small Cap 20.7 10.72
Mid Cap 14.82 17.25

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

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

Others 5.55 1.22
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 - 3.14
Petroleum Products - 5.4
IT - Software - 10.03
Pharmaceuticals & Biotechnology - 5.52
Construction - 2.34
Finance - 5.94
Consumer Durables - 2.43
Banks - 22.94
Non - Ferrous Metals - 1.63
Cement & Cement Products - 2.51
Healthcare Services - 1.97
Electrical Equipment - 2.2
Auto Components - 4.82
Automobiles - 5.47
Chemicals & Petrochemicals - 2.51
Personal Products - 1.18
Insurance - 4.04
Industrial Products - 3.32
Agricultural Food & other Products - 1.68
Retailing - 2.07
Fertilizers & Agrochemicals - 0.4
Minerals & Mining - 0.35
Transport Services - 0.76
Industrial Manufacturing - 0.42
Realty - 0.58
Capital Markets - 0.54
Ferrous Metals - 1.17
Beverages - 3.4

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