- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹6342 Cr | ₹5227 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 | -2.02% | -1.93% |
| 6 Month | -0.5% | -1.47% |
| 1 Year | 9.58% | 7.84% |
| 3 Year | - | 19.43% |
| 5 Year | - | 16.77% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.27% | -4.91% |
| 1 Year | 0.33% | -2.45% |
| 3 Year | - | 10.32% |
| 5 Year | - | 13.3% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.41% | 14.4% |
| 3 Year | - | 13.63% |
| 5 Year | - | 14.22% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 11.4% |
| Sharp | - | 0.97% |
| Beta | - | 1.02% |
| Alpha | - | 2.37% |
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 | 9.27 | 13.54 |
| Large Cap | 51.31 | 48.99 |
| Small Cap | 26.56 | 19.97 |
| Mid Cap | 12.85 | 17.49 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.6 | 2.01 |
| Energy | 4.47 | 3.98 |
| Technology | 5.85 | 13.14 |
| Communication Services | 4.36 | 2.69 |
| Basic Materials | 3.56 | 6.22 |
| Consumer Defensive | 3.71 | 6.07 |
| Financial Services | 33.76 | 30.29 |
| Healthcare | 12.6 | 5.17 |
| Real Estate | 1.98 | 1.64 |
| Consumer Cyclical | 16.5 | 12.04 |
| Industrials | 9.62 | 13.88 |
| Utilities | - | 2.88 |
Top Comparisons
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.04%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns22.09%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns23.44%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.84%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.9%
