Bajaj Finserv Flexi Cap Fund Regular vs DSP Flexi Cap Fund compare

Bajaj Finserv Flexi Cap Fund Regular vs DSP Flexi Cap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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DSP Flexi Cap Fund - Regular Plan - Growth

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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	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)	₹6294 Cr	₹12371 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	-2.37%	-0.96%
6 Month	0.37%	-0.05%
1 Year	5.71%	3.73%
3 Year	-	17.48%
5 Year	-	15.58%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	1.22%	2.11%
1 Year	13.02%	10.57%
3 Year	-	13.68%
5 Year	-	14.24%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	11.96%	11.28%
3 Year	-	14.63%
5 Year	-	14.92%

Risk Management

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	-	13.45%
Sharp	-	0.84%
Beta	-	0.93%
Alpha	-	1.65%

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	5.94	10.62
Large Cap	50.55	55.34
Small Cap	30.16	16.05
Mid Cap	13.35	17.99

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	DSP Flexi Cap Fund - Regular Plan - Growth
Others	1.85	1.62
Energy	4.32	4.01
Technology	5.24	9.98
Communication Services	3.51	4.89
Basic Materials	4.33	7.77
Consumer Defensive	3.11	5.75
Financial Services	33.27	40.34
Healthcare	13.39	9.01
Real Estate	4.68	0.1
Consumer Cyclical	13.55	8.45
Industrials	12.74	7.04
Utilities	0	1.04

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