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

Link copied to clipboard!

Bajaj Finserv Flexi Cap Fund Regular - Growth

Invest Now

HDFC Flexi Cap Fund - Growth Plan

Invest Now

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)	₹4850 Cr	₹75784 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	3.68%	2.89%
6 Month	4.43%	6.08%
1 Year	5.31%	8.85%
3 Year	-	27.28%
5 Year	-	29.44%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	12.15%	8.34%
1 Year	16.64%	14.8%
3 Year	-	23.17%
5 Year	-	24.34%

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	-	12.40%
Sharp	-	1.35%
Beta	-	0.83%
Alpha	-	7.32%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	1.95	13.33
Large Cap	54.28	73.37
Mid Cap	18.17	3.4
Small Cap	25.6	9.89

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	HDFC Flexi Cap Fund - Growth Plan
Others	1.95	10.55
Energy	4.02	0.98
Financial Services	36.7	39.72
Technology	4.88	4.79
Consumer Cyclical	10.12	15.98
Communication Services	3.11	3.18
Consumer Defensive	8.13	1.1
Industrials	15.43	5.14
Healthcare	9.82	8.79
Basic Materials	3.43	5.04
Real Estate	2.41	2.89
Utilities	-	1.84