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Bajaj Finserv Flexi Cap Fund Regular vs SBI Flexicap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹5632 Cr | ₹22504 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2023 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Turn Over | % | 55% |
| Expense Ratio | 1.85 | 1.67 |
| Manager | Siddharth Chaudhary | Pradeep Kesavan |
| ISIN Code | INF0QA701383 | INF200K01222 |
| 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 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 3.56% | 2.63% |
| 6 Month | 12.12% | 7.21% |
| 1 Year | 7.14% | 4.16% |
| 3 Year | - | 12.88% |
| 5 Year | - | 18.36% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 3.54% | 3.66% |
| 1 Year | 17.7% | 12.47% |
| 3 Year | - | 12.73% |
| 5 Year | - | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 11.96% | 12.25% |
| 3 Year | - | 12.79% |
| 5 Year | - | 13.12% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | - | 10.98% |
| Sharp | - | 0.65% |
| Beta | - | 0.83% |
| Alpha | - | -1.38% |
Fund Managers
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Pradeep Kesavan |
| Total AUM | ₹7136 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 7.9 | 10.43 |
| Large Cap | 47.29 | 64.07 |
| Mid Cap | 14.41 | 13.04 |
| Small Cap | 30.39 | 12.47 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 4.12 | 3.17 |
| Energy | 1.75 | 4.81 |
| Financial Services | 28.13 | 37.44 |
| Technology | 5.24 | 6.09 |
| Consumer Cyclical | 15.64 | 12.88 |
| Communication Services | 1.27 | 5.35 |
| Basic Materials | 4.22 | 13.4 |
| Consumer Defensive | 8.49 | 1.03 |
| Industrials | 15.12 | 12.19 |
| Healthcare | 10.85 | 1.87 |
| Utilities | 1.58 | 1.77 |
| Real Estate | 3.58 | - |
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