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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 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

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth HDFC Flexi Cap Fund - Growth Plan
1 Month 3.75% -0.09%
6 Month 0.35% 2.88%
1 Year 7.4% 10.73%
3 Year - 28.03%
5 Year - 30.67%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 4.53 12.44
Large Cap 59.94 72.89
Small Cap 20.7 10.31
Mid Cap 14.82 4.37

Sector Allocation

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

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