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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) | ₹5410 Cr | ₹53626 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 | 3.11% | 1.56% |
| 6 Month | 19.7% | 16.65% |
| 1 Year | 1.61% | 1.29% |
| 3 Year | - | 15.57% |
| 5 Year | - | 19.07% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 6 Month | 5.59% | 3.34% |
| 1 Year | 15.47% | 13.43% |
| 3 Year | - | 16.19% |
| 5 Year | - | 15.69% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| 1 Year | 15.94% | 12.26% |
| 3 Year | - | 15.22% |
| 5 Year | - | 15.42% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Kotak Flexicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.26% |
| Sharp | - | 0.74% |
| Beta | - | 0.93% |
| Alpha | - | 0.96% |
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 | 6.67 | 2.62 |
| Large Cap | 48.2 | 68.99 |
| Mid Cap | 15.69 | 23.72 |
| Small Cap | 29.43 | 4.67 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Kotak Flexicap Fund - Growth |
|---|---|---|
| Others | 3.35 | 2.22 |
| Energy | 2.66 | 6.01 |
| Financial Services | 32.06 | 25.57 |
| Technology | 4.64 | 7.27 |
| Consumer Cyclical | 14.01 | 10.29 |
| Communication Services | 1.47 | 3.09 |
| Consumer Defensive | 9.68 | 2.58 |
| Industrials | 14.38 | 21.34 |
| Healthcare | 8.72 | 3.18 |
| Basic Materials | 4.08 | 14.86 |
| Utilities | 1.24 | 3.59 |
| Real Estate | 3.71 | - |
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