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) | ₹5180 Cr | ₹13894 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 | -1.59% | -2.46% |
6 Month | 10.13% | 11.91% |
1 Year | 3.64% | 7.76% |
3 Year | - | 24.61% |
5 Year | - | 19.89% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 7.59% | 5.45% |
1 Year | 11.12% | 7% |
3 Year | - | 24.7% |
5 Year | - | 20.25% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 26.65% | 13.78% |
3 Year | - | 13.23% |
5 Year | - | 11.83% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | - | 15.77% |
Sharp | - | 1.28% |
Beta | - | 0.91% |
Alpha | - | 7.33% |
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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 | 5.26 | 31.92 |
Large Cap | 48.76 | 38.78 |
Mid Cap | 18.05 | 27.39 |
Small Cap | 27.93 | 1.9 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.65 | 9.92 |
Energy | 3.98 | - |
Financial Services | 36.82 | 8.11 |
Technology | 5.97 | 29.47 |
Consumer Cyclical | 10.14 | 16.61 |
Communication Services | 2.43 | 8.69 |
Consumer Defensive | 7.83 | 0 |
Industrials | 14.4 | 20.13 |
Healthcare | 8.48 | 1.84 |
Basic Materials | 3.62 | - |
Utilities | 0.98 | 5.25 |
Real Estate | 3.69 | - |
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