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Bajaj Finserv Flexi Cap Fund Regular vs Edelweiss Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹5410 Cr | ₹2777 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 | 3.59% | 3.34% |
| 6 Month | 18.88% | 15.29% |
| 1 Year | 1.79% | -2.86% |
| 3 Year | - | 17.17% |
| 5 Year | - | 21.81% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.59% | 4.3% |
| 1 Year | 15.47% | 9.97% |
| 3 Year | - | 17.38% |
| 5 Year | - | 17.26% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.94% | 12.79% |
| 3 Year | - | 15.26% |
| 5 Year | - | 14.89% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.56% |
| Sharp | - | 0.74% |
| Beta | - | 0.98% |
| Alpha | - | 2.34% |
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 | 6.67 | 7.31 |
| Large Cap | 48.2 | 61.51 |
| Mid Cap | 15.69 | 23.05 |
| Small Cap | 29.43 | 8.13 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.35 | 2.1 |
| Energy | 2.66 | 5.21 |
| Financial Services | 32.06 | 29.86 |
| Technology | 4.64 | 11.3 |
| Consumer Cyclical | 14.01 | 12.48 |
| Communication Services | 1.47 | 2.57 |
| Consumer Defensive | 9.68 | 6.11 |
| Industrials | 14.38 | 11.72 |
| Healthcare | 8.72 | 7.95 |
| Basic Materials | 4.08 | 5.8 |
| Utilities | 1.24 | 2.87 |
| Real Estate | 3.71 | 2.03 |
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