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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) | ₹5632 Cr | ₹54083 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 | 3.56% | 2.98% |
| 6 Month | 12.12% | 8.6% |
| 1 Year | 7.14% | 8.8% |
| 3 Year | - | 16.52% |
| 5 Year | - | 19.53% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 0.47% | 0.05% |
| 1 Year | 10.49% | 9.88% |
| 3 Year | - | 13.8% |
| 5 Year | - | 14.35% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 11.96% | 12.03% |
| 3 Year | - | 15.32% |
| 5 Year | - | 15.49% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.87% |
| Beta | - | 0.93% |
| Alpha | - | 1.21% |
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 | 7.9 | 5.01 |
| Large Cap | 47.29 | 67.6 |
| Mid Cap | 14.41 | 23.39 |
| Small Cap | 30.39 | 3.99 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 4.12 | 2.96 |
| Energy | 1.75 | 5.89 |
| Financial Services | 28.13 | 26.21 |
| Technology | 5.24 | 6.83 |
| Consumer Cyclical | 15.64 | 12.02 |
| Communication Services | 1.27 | 2.98 |
| Basic Materials | 4.22 | 14.66 |
| Consumer Defensive | 8.49 | 2.25 |
| Industrials | 15.12 | 19.61 |
| Healthcare | 10.85 | 3.09 |
| Utilities | 1.58 | 3.51 |
| Real Estate | 3.58 | - |
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