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) | ₹5632 Cr | ₹119723 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 | 2.01% | 0.77% |
| 6 Month | 11.45% | 6.48% |
| 1 Year | 6.13% | 6.97% |
| 3 Year | - | 21.58% |
| 5 Year | - | 21.41% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.82% | 2.87% |
| 1 Year | 19.56% | 12.22% |
| 3 Year | - | 18.34% |
| 5 Year | - | 18.22% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 11.96% | 17.56% |
| 3 Year | - | 18.44% |
| 5 Year | - | 18.24% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | - | 8.40% |
| Sharp | - | 1.57% |
| Beta | - | 0.56% |
| Alpha | - | 7.86% |
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 | 7.9 | 35.58 |
| Large Cap | 47.29 | 60.6 |
| Mid Cap | 14.41 | 1.04 |
| Small Cap | 30.39 | 2.78 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 4.12 | 22.17 |
| Energy | 1.75 | 6.04 |
| Financial Services | 28.13 | 28 |
| Technology | 5.24 | 6.24 |
| Consumer Cyclical | 15.64 | 10.31 |
| Communication Services | 1.27 | 9.96 |
| Basic Materials | 4.22 | 0.7 |
| Consumer Defensive | 8.49 | 5.49 |
| Industrials | 15.12 | 0.18 |
| Healthcare | 10.85 | 4.13 |
| Utilities | 1.58 | 6.05 |
| Real Estate | 3.58 | 0.72 |
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