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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) | ₹6294 Cr | ₹14312 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 | -0.55% | -1.65% |
| 6 Month | 3.71% | -0.35% |
| 1 Year | 7.06% | -2.57% |
| 3 Year | - | 23.34% |
| 5 Year | - | 16.03% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.3% | -2.86% |
| 1 Year | 11.28% | 3.35% |
| 3 Year | - | 18.18% |
| 5 Year | - | 17.25% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 11.96% | 12.84% |
| 3 Year | - | 13.66% |
| 5 Year | - | 12.3% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 15.91% |
| Sharp | - | 0.90% |
| Beta | - | 1.00% |
| Alpha | - | 5.73% |
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 | 5.94 | 33.4 |
| Large Cap | 50.55 | 39.78 |
| Small Cap | 30.16 | 1.45 |
| Mid Cap | 13.35 | 25.38 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 1.85 | 18.45 |
| Energy | 4.32 | - |
| Technology | 5.24 | 28.53 |
| Communication Services | 3.51 | 8.85 |
| Basic Materials | 4.33 | - |
| Consumer Defensive | 3.11 | 0.5 |
| Financial Services | 33.27 | 9.55 |
| Healthcare | 13.39 | - |
| Real Estate | 4.68 | - |
| Consumer Cyclical | 13.55 | 17.43 |
| Industrials | 12.74 | 16.69 |
| Utilities | 0 | 0 |
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