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Bajaj Finserv Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
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) | ₹4046 Cr | ₹11855 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 | 8.09% | 10.29% |
| 6 Month | 0.69% | 2.22% |
| 1 Year | 12.35% | 20.15% |
| 3 Year | - | 26.21% |
| 5 Year | - | 24.04% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.01% | -0.14% |
| 1 Year | -5.24% | -0.91% |
| 3 Year | - | 23.19% |
| 5 Year | - | 18.94% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 33.49% | 13.33% |
| 3 Year | - | 13.03% |
| 5 Year | - | 11.59% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 15.785% |
| Sharp | - | 0.761% |
| Beta | - | 0.889% |
| Alpha | - | 6.046% |
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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 | 4.53 | 28.33 |
| Large Cap | 59.94 | 40.58 |
| Small Cap | 20.7 | 3.56 |
| Mid Cap | 14.82 | 27.53 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 5.55 | 23.34 |
| Energy | 4.6 | - |
| Industrials | 12.1 | 18.3 |
| Technology | 9.2 | 20.44 |
| Communication Services | 3.96 | 9.21 |
| Consumer Defensive | 10.93 | - |
| Financial Services | 24.7 | 9.73 |
| Basic Materials | 3.24 | - |
| Healthcare | 12.17 | 1.75 |
| Consumer Cyclical | 13.54 | 17.23 |
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