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Bajaj Finserv Flexi Cap Fund Regular vs HDFC Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
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) | ₹5244 Cr | ₹80642 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 | 3.59% | 3.14% |
| 6 Month | 18.88% | 15.02% |
| 1 Year | 1.79% | 5.02% |
| 3 Year | - | 21.76% |
| 5 Year | - | 28.32% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 5.59% | 4.4% |
| 1 Year | 15.47% | 15.32% |
| 3 Year | - | 21.37% |
| 5 Year | - | 22.57% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.94% | 18.14% |
| 3 Year | - | 19.11% |
| 5 Year | - | 18.88% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 11.22% |
| Sharp | - | 1.23% |
| Beta | - | 0.81% |
| Alpha | - | 7.42% |
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 | 6.67 | 11.84 |
| Large Cap | 48.2 | 74.89 |
| Mid Cap | 15.69 | 3.41 |
| Small Cap | 29.43 | 9.86 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.35 | 9.03 |
| Energy | 2.66 | 0.93 |
| Financial Services | 32.06 | 40.06 |
| Technology | 4.64 | 4.85 |
| Consumer Cyclical | 14.01 | 16.85 |
| Communication Services | 1.47 | 2.93 |
| Consumer Defensive | 9.68 | 0.71 |
| Industrials | 14.38 | 4.88 |
| Healthcare | 8.72 | 9.05 |
| Basic Materials | 4.08 | 5.94 |
| Utilities | 1.24 | 2.09 |
| Real Estate | 3.71 | 2.69 |
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