- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Bajaj Finserv Flexi Cap Fund Regular vs Kotak Flexicap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Kotak Flexicap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹6294 Cr | ₹56885 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2023 | 11 Sep 2009 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 16.04% |
| Expense Ratio | 1.85 | 1.46 |
| Manager | Siddharth Chaudhary | Harsha Upadhyaya |
| ISIN Code | INF0QA701383 | INF174K01336 |
| 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 | Kotak 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 | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Month | -2.62% | -1.75% |
| 6 Month | 2.09% | 1.67% |
| 1 Year | 2.86% | 5% |
| 3 Year | - | 15.75% |
| 5 Year | - | 15.68% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 0.58% | 1.3% |
| 1 Year | 13.85% | 14.43% |
| 3 Year | - | 14.69% |
| 5 Year | - | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 11.96% | 11.89% |
| 3 Year | - | 15.46% |
| 5 Year | - | 15.56% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.81% |
| Beta | - | 0.92% |
| Alpha | - | 0.98% |
Fund Managers
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Harsha Upadhyaya |
| Total AUM | ₹7136 Cr | ₹139411 Cr |
| Funds Managed | 8 | 11 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 5.94 | 6.04 |
| Large Cap | 50.55 | 67.83 |
| Small Cap | 30.16 | 2.98 |
| Mid Cap | 13.35 | 23.15 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 1.85 | 2.34 |
| Energy | 4.32 | 6.05 |
| Technology | 5.24 | 6.88 |
| Communication Services | 3.51 | 3.18 |
| Basic Materials | 4.33 | 13.88 |
| Consumer Defensive | 3.11 | 2.25 |
| Financial Services | 33.27 | 28.68 |
| Healthcare | 13.39 | 2.88 |
| Real Estate | 4.68 | - |
| Consumer Cyclical | 13.55 | 11.92 |
| Industrials | 12.74 | 18.75 |
| Utilities | 0 | 3.2 |
Top Comparisons
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.54%
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.44%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns18.6%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.36%
Kotak Large & Midcap Fund - Growth
3Y Returns18.23%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns14.05%
Franklin India Small Cap Fund-Growth
3Y Returns18.44%
HSBC Small Cap Fund Regular Growth
3Y Returns16.77%
