- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5410 Cr | ₹22011 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 | 3.59% | 2.49% |
| 6 Month | 18.88% | 11.53% |
| 1 Year | 1.79% | -1.59% |
| 3 Year | - | 11.98% |
| 5 Year | - | 18.3% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 5.59% | 3.2% |
| 1 Year | 15.47% | 7.21% |
| 3 Year | - | 11.67% |
| 5 Year | - | 12.3% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 15.94% | 12.42% |
| 3 Year | - | 12.86% |
| 5 Year | - | 13.05% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | - | 10.98% |
| Sharp | - | 0.54% |
| Beta | - | 0.83% |
| Alpha | - | -1.49% |
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 | 6.67 | 13.76 |
| Large Cap | 48.2 | 63.44 |
| Mid Cap | 15.69 | 11.58 |
| Small Cap | 29.43 | 11.22 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 3.35 | 7.26 |
| Energy | 2.66 | 4.99 |
| Financial Services | 32.06 | 37.15 |
| Technology | 4.64 | 5.51 |
| Consumer Cyclical | 14.01 | 12.16 |
| Communication Services | 1.47 | 4.96 |
| Consumer Defensive | 9.68 | 2.14 |
| Industrials | 14.38 | 11.11 |
| Healthcare | 8.72 | 2.04 |
| Basic Materials | 4.08 | 10.92 |
| Utilities | 1.24 | 1.77 |
| Real Estate | 3.71 | - |
Top Comparisons
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.35%
Invesco India Dynamic Equity Fund - Growth
3Y Returns12.67%
Kotak Large Cap Fund - Growth
3Y Returns14.25%
Quant Large Cap Fund Regular - Growth
3Y Returns12.88%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
Aditya Birla Sun Life Silver ETF FOF-Regular Growth
3Y Returns29.77%
