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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) | ₹5244 Cr | ₹5075 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 | 0.79% | 1.03% |
| 6 Month | 16.19% | 16.4% |
| 1 Year | 3.18% | 0.63% |
| 3 Year | - | 19.78% |
| 5 Year | - | 21.16% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.76% | 3.82% |
| 1 Year | 10.8% | 7.07% |
| 3 Year | - | 18.91% |
| 5 Year | - | 18.13% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.94% | 15.03% |
| 3 Year | - | 13.18% |
| 5 Year | - | 14.01% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.07% |
| Sharp | - | 0.93% |
| Beta | - | 0.99% |
| Alpha | - | 3.15% |
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 | 6.67 | 6.24 |
| Large Cap | 48.2 | 52.36 |
| Mid Cap | 15.69 | 19.13 |
| Small Cap | 29.43 | 22.27 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.35 | 1.51 |
| Energy | 2.66 | 4.37 |
| Financial Services | 32.06 | 27.84 |
| Technology | 4.64 | 11.87 |
| Consumer Cyclical | 14.01 | 13.9 |
| Communication Services | 1.47 | 3.19 |
| Consumer Defensive | 9.68 | 5.05 |
| Industrials | 14.38 | 14.51 |
| Healthcare | 8.72 | 4.83 |
| Basic Materials | 4.08 | 8.39 |
| Utilities | 1.24 | 2.43 |
| Real Estate | 3.71 | 2.12 |
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