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

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

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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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)	₹6294 Cr	₹3006 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	-2.62%	-0.78%
6 Month	2.09%	4.38%
1 Year	2.86%	0.69%
3 Year	-	18.26%
5 Year	-	18.21%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	0.58%	2.94%
1 Year	13.85%	16.07%
3 Year	-	16.28%
5 Year	-	16.39%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	11.96%	11.73%
3 Year	-	15.58%
5 Year	-	15.23%

Risk Management

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	-	13.34%
Sharp	-	0.82%
Beta	-	0.99%
Alpha	-	2.43%

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	5.94	8.28
Large Cap	50.55	56.87
Small Cap	30.16	8.25
Mid Cap	13.35	26.59

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	1.85	1.91
Energy	4.32	4.93
Technology	5.24	11.8
Communication Services	3.51	2.55
Basic Materials	4.33	6.49
Consumer Defensive	3.11	5.89
Financial Services	33.27	31.92
Healthcare	13.39	6.9
Real Estate	4.68	1.72
Consumer Cyclical	13.55	12.62
Industrials	12.74	10.94
Utilities	0	2.33

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