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) | ₹18727 Cr | ₹5410 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 | 2.22% | 4.25% |
6 Month | 13.92% | 20.36% |
1 Year | -1.89% | 2.61% |
3 Year | 18.79% | - |
5 Year | 24.2% | - |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
---|---|---|
6 Month | 1.94% | 5.59% |
1 Year | 7.19% | 15.47% |
3 Year | 16.48% | - |
5 Year | 17.67% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
---|---|---|
1 Year | 15.92% | 15.94% |
3 Year | 19.1% | - |
5 Year | 19.04% | - |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | Bajaj Finserv Flexi Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.64% | - |
Sharp | 0.84% | - |
Beta | 0.92% | - |
Alpha | 3.34% | - |
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 | 4.48 | 6.48 |
Large Cap | 72.54 | 47.94 |
Small Cap | 8.68 | 29.09 |
Mid Cap | 14.31 | 16.49 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
---|---|---|
Others | 4.48 | 2.44 |
Energy | 4.02 | 1.81 |
Technology | 7.51 | 4.75 |
Industrials | 12.34 | 14.16 |
Financial Services | 28.22 | 28.5 |
Healthcare | 8.37 | 10.34 |
Basic Materials | 5.4 | 4.45 |
Consumer Cyclical | 11.74 | 15.96 |
Communication Services | 5.68 | 1.3 |
Utilities | 5.59 | 2.03 |
Consumer Defensive | 4.8 | 10.97 |
Real Estate | 1.85 | 3.29 |
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