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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) | ₹6294 Cr | ₹23556 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 | -2.23% | -0.32% |
| 6 Month | 1.06% | 2.88% |
| 1 Year | 6.3% | 4.73% |
| 3 Year | - | 14.16% |
| 5 Year | - | 14.59% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | -0.3% | 1.63% |
| 1 Year | 11.28% | 10.78% |
| 3 Year | - | 11.3% |
| 5 Year | - | 11.94% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 11.96% | 12.07% |
| 3 Year | - | 12.87% |
| 5 Year | - | 13.27% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | - | 10.98% |
| Sharp | - | 0.66% |
| Beta | - | 0.83% |
| Alpha | - | -0.96% |
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 | 5.94 | 12.67 |
| Large Cap | 50.55 | 63.46 |
| Small Cap | 30.16 | 10.63 |
| Mid Cap | 13.35 | 13.25 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 1.85 | 4.89 |
| Energy | 4.32 | 4.3 |
| Technology | 5.24 | 9.54 |
| Communication Services | 3.51 | 5.5 |
| Basic Materials | 4.33 | 12.5 |
| Consumer Defensive | 3.11 | 0.93 |
| Financial Services | 33.27 | 35.3 |
| Healthcare | 13.39 | 1.91 |
| Real Estate | 4.68 | - |
| Consumer Cyclical | 13.55 | 12.62 |
| Industrials | 12.74 | 12.52 |
| Utilities | 0 | - |
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