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

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Very High
Asset Size (Cr) ₹4046 Cr ₹2376 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Aug 2023 03 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over % 49%
Expense Ratio 1.85 1.96
Manager Siddharth Chaudhary Trideep Bhattacharya
ISIN Code INF0QA701383 INF843K01KN5
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 Edelweiss 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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 3.57% 2.94%
6 Month -4.55% -4.99%
1 Year 8.15% 8.23%
3 Year - 17.71%
5 Year - 23.78%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month 0.32% 0.5%
1 Year -4.31% -4.88%
3 Year - 18.04%
5 Year - 18.63%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 33.49% 14.04%
3 Year - 14.98%
5 Year - 14.22%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation - 14.087%
Sharp - 0.669%
Beta - 0.982%
Alpha - 1.49%

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Fund Managers

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Siddharth Chaudhary Trideep Bhattacharya
Total AUM ₹7136 Cr ₹0 Cr
Funds Managed 8 9
Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 4.53 4.82
Large Cap 59.94 64.14
Small Cap 20.7 9.1
Mid Cap 14.82 21.94

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 5.55 3.68
Energy 4.6 3.64
Industrials 12.1 13.92
Technology 9.2 13.38
Communication Services 3.96 3.41
Consumer Defensive 10.93 5.24
Financial Services 24.7 29.79
Basic Materials 3.24 3.32
Healthcare 12.17 7.13
Consumer Cyclical 13.54 11.36
Utilities - 3.55
Real Estate - 1.58

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