Bajaj Finserv Flexi Cap Fund Regular vs Parag Parikh Flexi Cap Fund Regular compare

Bajaj Finserv Flexi Cap Fund Regular vs Parag Parikh Flexi Cap Fund Regular compare

Link copied to clipboard!

Bajaj Finserv Flexi Cap Fund Regular - Growth

Invest Now

Parag Parikh Flexi Cap Fund Regular-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6294 Cr	₹125800 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	-2.62%	0.06%
6 Month	2.09%	3.16%
1 Year	2.86%	6.11%
3 Year	-	21.16%
5 Year	-	19.94%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Parag Parikh Flexi Cap Fund Regular-Growth
6 Month	0.58%	1.63%
1 Year	13.85%	11.54%
3 Year	-	17.03%
5 Year	-	17.45%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Parag Parikh Flexi Cap Fund Regular-Growth
1 Year	11.96%	17.37%
3 Year	-	18.71%
5 Year	-	18.54%

Risk Management

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation	-	8.41%
Sharp	-	1.55%
Beta	-	0.57%
Alpha	-	8.12%

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	5.94	34.3
Large Cap	50.55	61.89
Small Cap	30.16	2.82
Mid Cap	13.35	0.99

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Others	1.85	21.02
Energy	4.32	5.53
Technology	5.24	7.79
Communication Services	3.51	10.26
Basic Materials	4.33	0.77
Consumer Defensive	3.11	5.32
Financial Services	33.27	27.78
Healthcare	13.39	4.27
Real Estate	4.68	0.77
Consumer Cyclical	13.55	10.24
Industrials	12.74	0.28
Utilities	0	5.96

Top Comparisons

PGIM India Corporate Bond Fund - Growth

3Y Returns7.08%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns6.53%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns21.32%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns21.84%

Compare Now

SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns17.5%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns7.45%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.22%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully