Bajaj Finserv Flexi Cap Fund Regular vs Canara Robeco Flexicap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹5244 Cr | ₹13389 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Aug 2023 | 16 Sep 2003 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 TRI |
Turn Over | % | 30% |
Expense Ratio | 1.85 | 1.69 |
Manager | Siddharth Chaudhary | Shridatta Bhandwaldar |
ISIN Code | INF0QA701383 | INF760K01019 |
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 | Canara Robeco 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 | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.87% | 1.56% |
6 Month | 15.51% | 14.28% |
1 Year | 3.32% | 4.22% |
3 Year | - | 15.59% |
5 Year | - | 19.19% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.97% | 4.98% |
1 Year | 8.24% | 9.23% |
3 Year | - | 15.22% |
5 Year | - | 14.77% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.94% | 15.84% |
3 Year | - | 15.13% |
5 Year | - | 14.4% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 11.94% |
Sharp | - | 0.82% |
Beta | - | 0.9% |
Alpha | - | -0.2% |
Fund Managers
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Siddharth Chaudhary | Shridatta Bhandwaldar |
Total AUM | ₹7136 Cr | ₹69491 Cr |
Funds Managed | 8 | 12 |
Bajaj Finserv Flexi Cap Fund Regular - Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.67 | 6.35 |
Large Cap | 48.2 | 67.84 |
Mid Cap | 15.69 | 21.26 |
Small Cap | 29.43 | 4.55 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.35 | 3.99 |
Energy | 2.66 | 3.84 |
Financial Services | 32.06 | 27.96 |
Technology | 4.64 | 8.58 |
Consumer Cyclical | 14.01 | 17.07 |
Communication Services | 1.47 | 2.82 |
Consumer Defensive | 9.68 | 7.15 |
Industrials | 14.38 | 11.35 |
Healthcare | 8.72 | 7.15 |
Basic Materials | 4.08 | 6.18 |
Utilities | 1.24 | 2.84 |
Real Estate | 3.71 | 1.07 |
Top Comparisons
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.19%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.38%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns19.64%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns16.25%
Kotak Banking and PSU Debt - Growth
3Y Returns7.42%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns0%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns24.04%
Quant Multi Cap Fund-Growth
3Y Returns13.05%