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Bajaj Finserv Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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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 Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Very High
Asset Size (Cr) ₹5410 Cr ₹13679 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 14 Aug 2023 28 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over % 90%
Expense Ratio 1.85 1.72
Manager Siddharth Chaudhary Rakesh Shetty
ISIN Code INF0QA701383 INF247L01478
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 Motilal Oswal 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 Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 3.59% 4.97%
6 Month 18.88% 16.48%
1 Year 1.79% 1.92%
3 Year - 21.54%
5 Year - 19.6%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 5.59% 5.94%
1 Year 15.47% 12.99%
3 Year - 24.49%
5 Year - 20.12%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 15.94% 13.61%
3 Year - 13.36%
5 Year - 12.02%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 15.65%
Sharp - 0.94%
Beta - 0.95%
Alpha - 7.18%

Fund Managers

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Siddharth Chaudhary Rakesh Shetty
Total AUM ₹7136 Cr ₹33886 Cr
Funds Managed 8 19
Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 6.67 20.73
Large Cap 48.2 46.87
Mid Cap 15.69 31.04
Small Cap 29.43 1.36

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 3.35 1.57
Energy 2.66 -
Financial Services 32.06 9.8
Technology 4.64 32.01
Consumer Cyclical 14.01 25.1
Communication Services 1.47 2.9
Consumer Defensive 9.68 -
Industrials 14.38 20.77
Healthcare 8.72 1.69
Basic Materials 4.08 -
Utilities 1.24 6.17
Real Estate 3.71 -

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