Bajaj Finserv Flexi Cap Fund Regular vs SBI Flexicap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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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	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)	₹4046 Cr	₹21747 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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	3.58%	-0.15%
6 Month	0.75%	-2.83%
1 Year	6.34%	1.35%
3 Year	-	16.83%
5 Year	-	20.4%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	9.74%	4.39%
1 Year	10.42%	0.83%
3 Year	-	12.03%
5 Year	-	13.28%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	26.65%	12.66%
3 Year	-	12.75%
5 Year	-	12.97%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	-	10.98%
Sharp	-	0.64%
Beta	-	0.83%
Alpha	-	-2.38%

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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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	4.53	10.83
Large Cap	59.94	66.64
Small Cap	20.7	10.69
Mid Cap	14.82	11.84

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	5.55	10.83
Energy	4.6	-
Industrials	12.1	-
Technology	9.2	-
Communication Services	3.96	-
Consumer Defensive	10.93	-
Financial Services	24.7	-
Basic Materials	3.24	-
Healthcare	12.17	-
Consumer Cyclical	13.54	-
Petroleum Products	-	6.09
IT - Software	-	2
Construction	-	1.82
Ferrous Metals	-	1.42
Capital Markets	-	0.7
Banks	-	28.21
Pharmaceuticals & Biotechnology	-	1.14
Cement & Cement Products	-	4.46
Consumer Durables	-	2.29
Automobiles	-	9.75
Aerospace & Defense	-	0.41
Auto Components	-	0.69
Fertilizers & Agrochemicals	-	0.89
Chemicals & Petrochemicals	-	0.31
Industrial Products	-	2.22
Finance	-	8.13
Telecom - Services	-	5.1
Gas	-	0.18
Transport Services	-	3.16
Electrical Equipment	-	0.14
Food Products	-	0.43
Personal Products	-	1.22
Retailing	-	0.11
Industrial Manufacturing	-	0.15
Beverages	-	1.29
Power	-	1.92
Textiles & Apparels	-	1.01
Insurance	-	1.8
Leisure Services	-	1.24
Healthcare Services	-	0.89