Bajaj Finserv Flexi Cap Fund Regular vs HSBC Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹4850 Cr | ₹4940 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Aug 2023 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 27% |
Expense Ratio | 1.85 | 1.93 |
Manager | Siddharth Chaudhary | Venugopal Manghat |
ISIN Code | INF0QA701383 | INF336L01AF5 |
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 | HSBC 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 | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | 2.19% | 1.84% |
6 Month | 5.91% | 1.43% |
1 Year | 5.12% | 3.52% |
3 Year | - | 23.8% |
5 Year | - | 23.11% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 12.15% | 11.75% |
1 Year | 16.64% | 13.43% |
3 Year | - | 21.6% |
5 Year | - | 19.74% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 26.65% | 15.33% |
3 Year | - | 13.05% |
5 Year | - | 13.9% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 14.72% |
Sharp | - | 1.17% |
Beta | - | 1.00% |
Alpha | - | 3.02% |
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Fund Managers
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Siddharth Chaudhary | Venugopal Manghat |
Total AUM | ₹7136 Cr | ₹41442 Cr |
Funds Managed | 8 | 7 |
Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.95 | 6.16 |
Large Cap | 54.28 | 52.92 |
Mid Cap | 18.17 | 18.66 |
Small Cap | 25.6 | 22.26 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.95 | 2.27 |
Energy | 4.02 | 4.55 |
Financial Services | 36.7 | 27.84 |
Technology | 4.88 | 11.45 |
Consumer Cyclical | 10.12 | 13.53 |
Communication Services | 3.11 | 3.09 |
Consumer Defensive | 8.13 | 5.36 |
Industrials | 15.43 | 14.3 |
Healthcare | 9.82 | 4.98 |
Basic Materials | 3.43 | 8.41 |
Real Estate | 2.41 | 2.1 |
Utilities | - | 2.13 |
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