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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) | ₹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 | -1.44% | -0.05% |
| 6 Month | 5.84% | 7.19% |
| 1 Year | 4.22% | 9.02% |
| 3 Year | - | 20.51% |
| 5 Year | - | 25.13% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.71% | 3.63% |
| 1 Year | 19.07% | 17.27% |
| 3 Year | - | 20.31% |
| 5 Year | - | 21.67% |
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 | - | 10.59% |
| Sharp | - | 1.34% |
| Beta | - | 0.78% |
| Alpha | - | 6.79% |
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 | 4.53 | 5.93 |
| Consumer Defensive | 5.28 | 0.9 |
| Healthcare | 12.31 | 8.26 |
| Industrials | 14.58 | 5.09 |
| Utilities | 1.03 | 2.42 |
| Real Estate | 4.33 | 2.58 |
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