Bajaj Finserv Flexi Cap Fund Regular vs HDFC Flexi Cap Fund compare

Bajaj Finserv Flexi Cap Fund Regular vs HDFC Flexi Cap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

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

Overview

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Fund	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Moderate	Very High
Asset Size (Cr)	₹6034 Cr	₹91041 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Aug 2023	01 Jan 1995
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	%	42.17%
Expense Ratio	1.85	1.42
Manager	Siddharth Chaudhary	Dhruv Muchhal
ISIN Code	INF0QA701383	INF179K01608
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	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Month	-1.7%	0.43%
6 Month	3.08%	5.99%
1 Year	3.07%	8.82%
3 Year	-	20.8%
5 Year	-	24.13%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	0.58%	2.78%
1 Year	13.85%	16.55%
3 Year	-	19.5%
5 Year	-	20.89%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	11.96%	19.53%
3 Year	-	18.52%
5 Year	-	16.6%

Risk Management

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	-	10.52%
Sharp	-	1.24%
Beta	-	0.78%
Alpha	-	6.27%

Fund Managers

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Name	Siddharth Chaudhary	Dhruv Muchhal
Total AUM	₹7136 Cr	₹520687 Cr
Funds Managed	8	40
	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan

Market Cap

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	9.07	12.84
Large Cap	44.23	74.59
Mid Cap	12.99	3.23
Small Cap	33.71	9.35

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	4.16	10.26
Energy	3.73	1.41
Financial Services	31.48	39.51
Technology	4.63	5.21
Consumer Cyclical	12.78	15.78
Communication Services	1.17	2.63
Basic Materials	3.98	5.93
Consumer Defensive	5.28	0.9
Healthcare	12.31	8.26
Real Estate	4.88	2.58
Industrials	14.58	5.09
Utilities	1.03	2.42

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