Bajaj Finserv Flexi Cap Fund Regular vs Parag Parikh Flexi Cap Fund Regular compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹5410 Cr | ₹115040 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 14 Aug 2023 | 24 May 2013 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | % |
Expense Ratio | 1.85 | 1.33 |
Manager | Siddharth Chaudhary | Rajeev Thakkar |
ISIN Code | INF0QA701383 | INF879O01019 |
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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Month | 3.11% | 1.57% |
6 Month | 19.7% | 12.49% |
1 Year | 1.61% | 7.4% |
3 Year | - | 20.24% |
5 Year | - | 22.51% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
6 Month | 5.59% | 3.8% |
1 Year | 15.47% | 12.17% |
3 Year | - | 19.77% |
5 Year | - | 19.03% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
1 Year | 15.94% | 17.67% |
3 Year | - | 18.2% |
5 Year | - | 18.13% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Standard Deviation | - | 8.90% |
Sharp | - | 1.40% |
Beta | - | 0.59% |
Alpha | - | 7.74% |
Fund Managers
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Name | Siddharth Chaudhary | Rajeev Thakkar |
Total AUM | ₹7136 Cr | ₹0 Cr |
Funds Managed | 8 | 5 |
Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 6.67 | 33.71 |
Large Cap | 48.2 | 61.79 |
Mid Cap | 15.69 | 1.18 |
Small Cap | 29.43 | 3.32 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
---|---|---|
Others | 3.35 | 21.16 |
Energy | 2.66 | 6.18 |
Financial Services | 32.06 | 28.42 |
Technology | 4.64 | 6.85 |
Consumer Cyclical | 14.01 | 10.55 |
Communication Services | 1.47 | 9.91 |
Consumer Defensive | 9.68 | 5.29 |
Industrials | 14.38 | 0.19 |
Healthcare | 8.72 | 4.32 |
Basic Materials | 4.08 | 0.61 |
Utilities | 1.24 | 5.99 |
Real Estate | 3.71 | 0.54 |
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