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) | ₹3780 Cr | ₹4943 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 | -4.87% | -7.54% |
6 Month | -6.81% | -8.24% |
1 Year | 13.48% | 9.06% |
3 Year | - | 13.43% |
5 Year | - | 16.54% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.1% | -0.57% |
3 Year | - | 19.73% |
5 Year | - | 19.76% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 37.09% | 15.75% |
3 Year | - | 12.91% |
5 Year | - | 13.75% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 11.4% |
Sharp | - | 1.08% |
Beta | - | 0.95% |
Alpha | - | 1.39% |
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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 |
Fund Manage | 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 | 1.13 |
Large Cap | 60.35 | 50.96 |
Small Cap | 25.57 | 23.15 |
Mid Cap | 12.13 | 24.76 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.95 | 1.13 |
Petroleum Products | 3.75 | 2.7 |
Electrical Equipment | 6.02 | 4.97 |
IT - Software | 7.36 | 11.24 |
Construction | 1.18 | 3.29 |
IT - Services | 0.7 | - |
Diversified FMCG | 4.83 | 2.33 |
Banks | 16.25 | 13.75 |
Pharmaceuticals & Biotechnology | 11.65 | 4.8 |
Automobiles | 6.15 | 2.88 |
Insurance | 3.7 | 0.72 |
Chemicals & Petrochemicals | 2.45 | 1.28 |
Consumer Durables | 4.77 | 3.3 |
Industrial Products | 1.63 | 2.4 |
Food Products | 3.97 | - |
Finance | 5.03 | 5.51 |
Personal Products | 1.17 | 0.51 |
Cement & Cement Products | 0.53 | 2.09 |
Leisure Services | 2.84 | 1.04 |
Retailing | 3.34 | 4.66 |
Telecom - Services | 2.89 | 2.59 |
Healthcare Services | 0.5 | 1.36 |
Auto Components | 1.57 | 2.66 |
Entertainment | 0.11 | - |
Realty | 0.46 | 2.26 |
Beverages | 2.21 | 2.36 |
Capital Markets | 1.17 | 3.69 |
Textiles & Apparels | 0.32 | 0.97 |
Other Utilities | 1.5 | - |
Aerospace & Defense | - | 2.64 |
Power | - | 2.35 |
Gas | - | 1.11 |
Ferrous Metals | - | 1.81 |
Oil | - | 0.8 |
Financial Technology (Fintech) | - | 1.43 |
Industrial Manufacturing | - | 2.79 |
Fertilizers & Agrochemicals | - | 1.3 |
Transport Infrastructure | - | 0.81 |
Paper, Forest & Jute Products | - | 0.47 |
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