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)	₹4046 Cr	₹65967 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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Month	5.32%	0.77%
6 Month	-0.66%	1.46%
1 Year	7.9%	10.49%
3 Year	-	26.6%
5 Year	-	30%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	9.74%	6.51%
1 Year	10.42%	9.97%
3 Year	-	22.46%
5 Year	-	23.95%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	26.65%	18.37%
3 Year	-	19%
5 Year	-	18.79%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	-	12.345%
Sharp	-	1.134%
Beta	-	0.834%
Alpha	-	8.405%

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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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	4.53	12.44
Large Cap	59.94	72.89
Small Cap	20.7	10.31
Mid Cap	14.82	4.37

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	5.55	10.1
Energy	4.6	0.19
Industrials	12.1	4.87
Technology	9.2	5.99
Communication Services	3.96	4.33
Consumer Defensive	10.93	1.33
Financial Services	24.7	38.64
Basic Materials	3.24	4.67
Healthcare	12.17	10.33
Consumer Cyclical	13.54	15.43
Real Estate	-	2.97
Utilities	-	1.14