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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) | ₹6034 Cr | ₹5267 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 | -1.86% | -2.22% |
| 6 Month | 1.16% | -0.97% |
| 1 Year | 1.59% | -4.41% |
| 3 Year | - | 18.08% |
| 5 Year | - | 17.45% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.2% | 0.58% |
| 1 Year | 16.26% | 10.9% |
| 3 Year | - | 15.31% |
| 5 Year | - | 15.82% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.96% | 14.58% |
| 3 Year | - | 13.55% |
| 5 Year | - | 14.16% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.04% |
| Sharp | - | 0.85% |
| Beta | - | 1.02% |
| Alpha | - | 3.20% |
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 | 9.07 | 8.23 |
| Large Cap | 44.23 | 50.63 |
| Mid Cap | 12.99 | 17.83 |
| Small Cap | 33.71 | 23.31 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.16 | 1.09 |
| Energy | 3.73 | 3.78 |
| Financial Services | 31.48 | 28.01 |
| Technology | 4.63 | 14.24 |
| Consumer Cyclical | 12.78 | 11.43 |
| Communication Services | 1.17 | 3.23 |
| Basic Materials | 3.98 | 7.24 |
| Consumer Defensive | 5.28 | 6.03 |
| Healthcare | 12.31 | 4.81 |
| Real Estate | 4.88 | 1.72 |
| Industrials | 14.58 | 15.13 |
| Utilities | 1.03 | 3.3 |
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