Bajaj Finserv Flexi Cap Fund Regular vs SBI Flexicap Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

Invest Now

tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

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 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 Very High Very High
Asset Size (Cr) ₹2064 Cr ₹19690 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 16 Aug 2023 05 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open-ended Open Ended
Benchmark S&P BSE 500 TRI S&P BSE 500 TRI
Turn Over % 55%
Expense Ratio 2.06 1.68
Manager Siddharth Chaudhary Pradeep Kesavan
ISIN Code INF0QA701383 INF200K01222
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months/365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month 3.88% 3.87%
6 Month 23.3% 14%
1 Year - 29.46%
3 Year - 15.5%
5 Year - 17.36%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month - -
1 Year 18.12% 12.84%
3 Year 18.12% 29.03%
5 Year 18.12% 59.21%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 22.8% 19.55%
3 Year 22.8% 46.21%
5 Year 22.8% 65.2%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation - 10.98%
Sharp - 0.77%
Beta - 0.82%
Alpha - -0.27%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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

Large Cap 50.37 53.32
Small Cap 32.66 15.42
Others 4.88 8.64
Mid Cap 12.08 22.62

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Financial 18.97 25.2
Energy 4.88 10.32
Communication 3.87 2.49
Capital Goods 18.96 2.37
Healthcare 8.89 3.06
Technology 3.81 6.84
Chemicals 4.74 0.79
Diversified 2.1 -
Consumer Staples 6.11 6.03
Automobile 7.06 8.28
Others 2.81 3.26
Services 9.46 8.79
Construction 2.17 2.91
Insurance 1.22 2.14
Metals & Mining 1.61 5.87
Materials 2.44 5.26
Consumer Discretionary 0.89 4.26
Textiles - 2.13

Top Comparisons

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns12.14%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns5.82%

VS

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns5.79%

Compare Now

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns13.07%

VS

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns0%

Compare Now

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

3Y Returns0%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns16.13%

Compare Now
Request call back
Add to Cart Successfully