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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) | ₹5632 Cr | ₹81936 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 | 0.76% | 1.99% |
| 6 Month | 18.62% | 15.07% |
| 1 Year | 1.9% | 7.04% |
| 3 Year | - | 23.71% |
| 5 Year | - | 28.76% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.81% | 3.84% |
| 1 Year | 14.99% | 17.28% |
| 3 Year | - | 21.09% |
| 5 Year | - | 22.21% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.96% | 17.96% |
| 3 Year | - | 19.22% |
| 5 Year | - | 18.92% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 10.92% |
| Sharp | - | 1.40% |
| Beta | - | 0.80% |
| Alpha | - | 7.74% |
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 | 6.48 | 11.38 |
| Large Cap | 47.94 | 75.25 |
| Mid Cap | 16.49 | 3.61 |
| Small Cap | 29.09 | 9.76 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 2.44 | 8.73 |
| Energy | 1.81 | 1 |
| Financial Services | 28.5 | 38.69 |
| Technology | 4.75 | 5.2 |
| Consumer Cyclical | 15.96 | 18.24 |
| Communication Services | 1.3 | 2.73 |
| Basic Materials | 4.45 | 5.81 |
| Consumer Defensive | 10.97 | 0.68 |
| Industrials | 14.16 | 5.19 |
| Healthcare | 10.34 | 9.06 |
| Utilities | 2.03 | 2.02 |
| Real Estate | 3.29 | 2.65 |
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