Bajaj Finserv Flexi Cap Fund Regular vs Kotak Flexicap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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Kotak Flexicap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5180 Cr	₹54841 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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
1 Month	-1.29%	-2.77%
6 Month	9.29%	9.13%
1 Year	3.65%	0.32%
3 Year	-	17.9%
5 Year	-	19.93%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
6 Month	7.59%	6.52%
1 Year	11.12%	12.21%
3 Year	-	17.78%
5 Year	-	17.04%

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%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Standard Deviation	-	12.26%
Sharp	-	1.19%
Beta	-	0.93%
Alpha	-	1.4%

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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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Others	5.26	2.34
Large Cap	48.76	68.68
Mid Cap	18.05	24.36
Small Cap	27.93	4.62

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Others	1.65	1.9
Energy	3.98	6.12
Financial Services	36.82	25.73
Technology	5.97	7.86
Consumer Cyclical	10.14	9.68
Communication Services	2.43	3.15
Consumer Defensive	7.83	2.36
Industrials	14.4	21.74
Healthcare	8.48	3.12
Basic Materials	3.62	14.69
Utilities	0.98	3.64
Real Estate	3.69	-