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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) | ₹5410 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 | 4.25% | 3.21% |
| 6 Month | 20.36% | 20.17% |
| 1 Year | 2.61% | -1.26% |
| 3 Year | - | 20.03% |
| 5 Year | - | 21.3% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.59% | 4.07% |
| 1 Year | 15.47% | 11.02% |
| 3 Year | - | 18.5% |
| 5 Year | - | 17.56% |
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 | - | 14.21% |
| Sharp | - | 0.80% |
| Beta | - | 1.01% |
| Alpha | - | 3.43% |
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 | 6.48 | 5.99 |
| Large Cap | 47.94 | 52.41 |
| Mid Cap | 16.49 | 19.19 |
| Small Cap | 29.09 | 22.42 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.44 | 1.37 |
| Energy | 1.81 | 4.18 |
| Financial Services | 28.5 | 27.75 |
| Technology | 4.75 | 11.71 |
| Consumer Cyclical | 15.96 | 13.53 |
| Communication Services | 1.3 | 3.1 |
| Basic Materials | 4.45 | 9.04 |
| Consumer Defensive | 10.97 | 5.49 |
| Industrials | 14.16 | 14.65 |
| Healthcare | 10.34 | 5.03 |
| Utilities | 2.03 | 2.12 |
| Real Estate | 3.29 | 2.03 |
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