Bajaj Finserv Flexi Cap Fund Regular vs BANDHAN Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
BANDHAN Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹6294 Cr | ₹7747 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2023 | 28 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 |
| Turn Over | % | 16% |
| Expense Ratio | 1.85 | 1.88 |
| Manager | Siddharth Chaudhary | Ritika Behera |
| ISIN Code | INF0QA701383 | INF194K01391 |
| 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 | Bandhan Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.26% | -0.58% |
| 6 Month | 2.22% | 3.19% |
| 1 Year | 1.88% | 4.59% |
| 3 Year | - | 15.42% |
| 5 Year | - | 15.45% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.58% | 2.64% |
| 1 Year | 13.85% | 15.72% |
| 3 Year | - | 14.69% |
| 5 Year | - | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.96% | 12.42% |
| 3 Year | - | 15.35% |
| 5 Year | - | 16.28% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 11.63% |
| Sharp | - | 0.71% |
| Beta | - | 0.86% |
| Alpha | - | 0.84% |
Fund Managers
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Ritika Behera |
| Total AUM | ₹7136 Cr | ₹43013 Cr |
| Funds Managed | 8 | 19 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.07 | 5.35 |
| Large Cap | 44.23 | 72.24 |
| Mid Cap | 12.99 | 9.17 |
| Small Cap | 33.71 | 13.24 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.16 | 2.29 |
| Energy | 3.73 | 4.59 |
| Financial Services | 31.48 | 33.78 |
| Technology | 4.63 | 11.4 |
| Consumer Cyclical | 12.78 | 12.62 |
| Communication Services | 1.17 | 4.44 |
| Basic Materials | 3.98 | 8.02 |
| Consumer Defensive | 5.28 | 7.39 |
| Healthcare | 12.31 | 6.06 |
| Real Estate | 4.88 | - |
| Industrials | 14.58 | 5.91 |
| Utilities | 1.03 | 3.5 |
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