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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.87%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.93%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns16.79%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns26.23%
SBI Magnum Global Fund - Regular Plan -Growth
3Y Returns13.84%
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan
3Y Returns13.6%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns18.28%
Quant BFSI Fund Regular - Growth
3Y Returns0%