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

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon 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 Very High Very High
Asset Size (Cr) ₹2064 Cr ₹45993 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 16 Aug 2023 01 Jan 1995
Category Flexi Cap Flexi Cap
Fund Type Open-ended Open Ended
Benchmark S&P BSE 500 TRI NIFTY 500 TRI
Turn Over % 42.17%
Expense Ratio 2.06 1.54
Manager Siddharth Chaudhary Dhruv Muchhal
ISIN Code INF0QA701383 INF179K01608
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months/365 Exit load of 1% if redeemed within 1 year /365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth HDFC Flexi Cap Fund - Growth Plan
1 Month 5.22% 4.9%
6 Month 22.73% 20.38%
1 Year - 45.29%
3 Year - 27.65%
5 Year - 22.2%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth HDFC Flexi Cap Fund - Growth Plan
6 Month - -
1 Year 18.12% 19.39%
3 Year 18.12% 51.25%
5 Year 18.12% 100.41%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth HDFC Flexi Cap Fund - Growth Plan
1 Year 22.8% 26.55%
3 Year 22.8% 74.39%
5 Year 22.8% 107.42%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth HDFC Flexi Cap Fund - Growth Plan
Standard Deviation - 12.12%
Sharp - 1.44%
Beta - 0.88%
Alpha - 6.86%

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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
Fund Manage 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

Large Cap 50.37 74.55
Small Cap 32.66 7.55
Others 4.88 12.82
Mid Cap 12.08 5.08

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

HDFC Flexi Cap Fund - Growth Plan

Financial 18.97 34.75
Energy 4.88 3.67
Communication 3.87 5
Capital Goods 18.96 4.79
Healthcare 8.89 12.43
Technology 3.81 9.55
Chemicals 4.74 -
Diversified 2.1 -
Consumer Staples 6.11 1.02
Automobile 7.06 5.67
Others 2.81 9.15
Services 9.46 1.37
Construction 2.17 6.3
Insurance 1.22 3.93
Metals & Mining 1.61 0.67
Materials 2.44 -
Consumer Discretionary 0.89 0.97
Sovereign - 0.73

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