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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) | ₹4046 Cr | ₹4680 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 | 5.32% | 3.45% |
| 6 Month | -0.66% | -5.07% |
| 1 Year | 7.9% | 5.76% |
| 3 Year | - | 23.83% |
| 5 Year | - | 24.43% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 9.74% | 9.3% |
| 1 Year | 10.42% | 6.94% |
| 3 Year | - | 20.43% |
| 5 Year | - | 19.04% |
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 | - | 15.323% |
| Sharp | - | 0.455% |
| Beta | - | 1.003% |
| Alpha | - | 0.255% |
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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 | 4.53 | 3.71 |
| Large Cap | 59.94 | 51.36 |
| Small Cap | 20.7 | 22.72 |
| Mid Cap | 14.82 | 22.21 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.55 | 2.43 |
| Energy | 4.6 | 4.88 |
| Industrials | 12.1 | 14.36 |
| Technology | 9.2 | 13.99 |
| Communication Services | 3.96 | 2.85 |
| Consumer Defensive | 10.93 | 4.92 |
| Financial Services | 24.7 | 25.6 |
| Basic Materials | 3.24 | 8.29 |
| Healthcare | 12.17 | 6.32 |
| Consumer Cyclical | 13.54 | 12.05 |
| Real Estate | - | 2.05 |
| Utilities | - | 2.24 |
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