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) | ₹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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