Bajaj Finserv Flexi Cap Fund Regular vs Quant Flexi Cap Fund compare

Bajaj Finserv Flexi Cap Fund Regular vs Quant Flexi Cap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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Quant Flexi Cap Fund-Growth

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Chart Comparison

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

Overview

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
Fund	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Very High
Asset Size (Cr)	₹5410 Cr	₹6829 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	14 Aug 2023	20 Oct 2008
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	%	%
Expense Ratio	1.85	1.78
Manager	Siddharth Chaudhary	Sanjeev Sharma
ISIN Code	INF0QA701383	INF966L01457
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	Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
1 Month	3.59%	2.96%
6 Month	18.88%	10.37%
1 Year	1.79%	-12.32%
3 Year	-	15.26%
5 Year	-	26.47%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
6 Month	5.59%	0.87%
1 Year	15.47%	3.05%
3 Year	-	12.42%
5 Year	-	17.25%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
1 Year	15.94%	10.27%
3 Year	-	16.04%
5 Year	-	17.5%

Risk Management

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
Standard Deviation	-	17.196%
Sharp	-	0.641%
Beta	-	1.114%
Alpha	-	2.062%

Fund Managers

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
Name	Siddharth Chaudhary	Sanjeev Sharma
Total AUM	₹7136 Cr	₹39731 Cr
Funds Managed	8	22
	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth

Market Cap

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
Others	6.67	14.13
Large Cap	48.2	57.07
Mid Cap	15.69	14.67
Small Cap	29.43	14.13

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Quant Flexi Cap Fund-Growth
Others	3.35	11.51
Energy	2.66	16.8
Financial Services	32.06	13.41
Technology	4.64	1.47
Consumer Cyclical	14.01	10.85
Communication Services	1.47	1.53
Consumer Defensive	9.68	6.77
Industrials	14.38	10.98
Healthcare	8.72	8.53
Basic Materials	4.08	3.92
Utilities	1.24	12.16
Real Estate	3.71	2.07

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