Bajaj Finserv Flexi Cap Fund Regular vs DSP Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹5632 Cr | ₹11911 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2023 | 07 Jun 2007 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 29% |
| Expense Ratio | 1.85 | 1.74 |
| Manager | Siddharth Chaudhary | Rohit Singhania |
| ISIN Code | INF0QA701383 | INF740K01037 |
| 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 | DSP 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 | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.58% | 0.87% |
| 6 Month | 13.16% | 7.99% |
| 1 Year | 7.16% | 2.44% |
| 3 Year | - | 17.01% |
| 5 Year | - | 18.02% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.15% | 1.65% |
| 1 Year | 17.42% | 10.03% |
| 3 Year | - | 14.48% |
| 5 Year | - | 14.41% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.96% | 11.47% |
| 3 Year | - | 14.59% |
| 5 Year | - | 14.84% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.45% |
| Sharp | - | 0.86% |
| Beta | - | 0.93% |
| Alpha | - | 1.18% |
Fund Managers
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Rohit Singhania |
| Total AUM | ₹7136 Cr | ₹46862 Cr |
| Funds Managed | 8 | 7 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.9 | 12.24 |
| Large Cap | 47.29 | 52.45 |
| Mid Cap | 14.41 | 16.59 |
| Small Cap | 30.39 | 18.72 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.12 | 1.27 |
| Energy | 1.75 | 3.04 |
| Financial Services | 28.13 | 41.12 |
| Technology | 5.24 | 8.8 |
| Consumer Cyclical | 15.64 | 9.01 |
| Communication Services | 1.27 | 3.29 |
| Basic Materials | 4.22 | 8.46 |
| Consumer Defensive | 8.49 | 6.37 |
| Industrials | 15.12 | 7.55 |
| Healthcare | 10.85 | 9.92 |
| Utilities | 1.58 | 1.08 |
| Real Estate | 3.58 | 0.1 |
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