Bajaj Finserv Flexi Cap Fund Regular vs Franklin India Flexi Cap Fund compare

Bajaj Finserv Flexi Cap Fund Regular vs Franklin India Flexi Cap Fund compare

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Franklin India Flexi Cap Fund - Growth

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹6294 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	-1.37%	-0.45%
6 Month	2.29%	3.8%
1 Year	1.95%	7.06%
3 Year	17.14%	-
5 Year	19.63%	-

SIP Return Analysis

Scheme Name	Franklin India Flexi Cap Fund - Growth	Bajaj Finserv Flexi Cap Fund Regular - Growth
6 Month	0.18%	-0.3%
1 Year	7.36%	11.28%
3 Year	14.27%	-
5 Year	16.14%	-

Rolling Lumpsum Returns

Scheme Name	Franklin India Flexi Cap Fund - Growth	Bajaj Finserv Flexi Cap Fund Regular - Growth
1 Year	17.05%	11.96%
3 Year	18.61%	-
5 Year	17.35%	-

Risk Management

Scheme Name	Franklin India Flexi Cap Fund - Growth	Bajaj Finserv Flexi Cap Fund Regular - Growth
Standard Deviation	12.37%	-
Sharp	0.83%	-
Beta	0.93%	-
Alpha	2.24%	-

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	4.25	5.94
Large Cap	75.2	50.55
Small Cap	8.13	30.16
Mid Cap	12.42	13.35

Sector Allocation

Scheme Name	Franklin India Flexi Cap Fund - Growth	Bajaj Finserv Flexi Cap Fund Regular - Growth
Others	3.52	1.85
Energy	4.75	4.32
Technology	8.46	5.24
Industrials	13.96	12.74
Financial Services	28.83	33.27
Healthcare	6.9	13.39
Basic Materials	4.92	4.33
Consumer Cyclical	10.37	13.55
Communication Services	5.78	3.51
Utilities	5.39	0
Consumer Defensive	5.59	3.11
Real Estate	1.53	4.68

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