Bajaj Finserv Flexi Cap Fund Regular vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Bajaj Finserv Flexi Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderate |
| Asset Size (Cr) | ₹18912 Cr | ₹5632 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 14 Aug 2023 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 18.1% | % |
| Expense Ratio | 1.71 | 1.85 |
| Manager | R Janakiraman | Siddharth Chaudhary |
| ISIN Code | INF090I01239 | INF0QA701383 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.02% | 1.64% |
| 6 Month | 5.24% | 11.17% |
| 1 Year | 3.15% | 7.07% |
| 3 Year | 18.93% | - |
| 5 Year | 23.66% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.9% | 3.54% |
| 1 Year | 10.76% | 17.7% |
| 3 Year | 16.69% | - |
| 5 Year | 17.68% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.68% | 11.96% |
| 3 Year | 19.05% | - |
| 5 Year | 19.08% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.52% | - |
| Sharp | 0.90% | - |
| Beta | 0.93% | - |
| Alpha | 2.54% | - |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Name | R Janakiraman | Siddharth Chaudhary |
| Total AUM | ₹50034 Cr | ₹7136 Cr |
| Funds Managed | 8 | 8 |
| Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.16 | 7.9 |
| Large Cap | 74.6 | 47.29 |
| Small Cap | 8.04 | 30.39 |
| Mid Cap | 14.2 | 14.41 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.16 | 4.12 |
| Energy | 4.52 | 1.75 |
| Technology | 7.24 | 5.24 |
| Industrials | 12.87 | 15.12 |
| Financial Services | 28.41 | 28.13 |
| Healthcare | 8.04 | 10.85 |
| Basic Materials | 5.4 | 4.22 |
| Consumer Cyclical | 12.05 | 15.64 |
| Communication Services | 5.61 | 1.27 |
| Utilities | 5.74 | 1.58 |
| Consumer Defensive | 5.16 | 8.49 |
| Real Estate | 1.8 | 3.58 |
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