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) | ₹19796 Cr | ₹6034 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 | 0.14% | 0.66% |
| 6 Month | 3.84% | 7.76% |
| 1 Year | 4.82% | 8.04% |
| 3 Year | 17.58% | - |
| 5 Year | 21.21% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.71% | 3.71% |
| 1 Year | 12.33% | 19.07% |
| 3 Year | 16.01% | - |
| 5 Year | 17.15% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 17.16% | 11.96% |
| 3 Year | 18.66% | - |
| 5 Year | 17.31% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.38% | - |
| Sharp | 0.87% | - |
| Beta | 0.92% | - |
| Alpha | 2.08% | - |
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 | 3.96 | 9.07 |
| Large Cap | 75.07 | 44.23 |
| Small Cap | 8.12 | 33.71 |
| Mid Cap | 12.85 | 12.99 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.67 | 4.16 |
| Energy | 4.68 | 3.73 |
| Technology | 8.04 | 4.63 |
| Industrials | 12.87 | 14.58 |
| Financial Services | 28.4 | 31.48 |
| Healthcare | 6.84 | 12.31 |
| Basic Materials | 5.36 | 4.53 |
| Consumer Cyclical | 11.41 | 12.78 |
| Communication Services | 5.83 | 1.17 |
| Utilities | 5.67 | 1.03 |
| Consumer Defensive | 5.42 | 5.28 |
| Real Estate | 1.81 | 4.33 |
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