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)	₹5180 Cr	₹22500 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	-1.59%	-1.72%
6 Month	10.13%	3.76%
1 Year	3.64%	-2.39%
3 Year	-	13.42%
5 Year	-	18.95%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	7.59%	3.76%
1 Year	11.12%	2.94%
3 Year	-	12.18%
5 Year	-	13.23%

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	-	0.91%
Beta	-	0.83%
Alpha	-	-2.09%

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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	5.26	11.78
Large Cap	48.76	64.42
Mid Cap	18.05	13.54
Small Cap	27.93	10.26

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	1.65	5.23
Energy	3.98	6.26
Financial Services	36.82	39.01
Technology	5.97	5.48
Consumer Cyclical	10.14	12.17
Communication Services	2.43	5.23
Consumer Defensive	7.83	1.56
Industrials	14.4	12.05
Healthcare	8.48	1.89
Basic Materials	3.62	9.38
Utilities	0.98	1.74
Real Estate	3.69	-