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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) | ₹4046 Cr | ₹21593 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 | 3.96% | 3.39% |
| 6 Month | -4% | -2.18% |
| 1 Year | 9.04% | 5.4% |
| 3 Year | - | 11.8% |
| 5 Year | - | 21.15% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 0.32% | 0.21% |
| 1 Year | -4.31% | -4.48% |
| 3 Year | - | 11.95% |
| 5 Year | - | 13.83% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 33.49% | 13.06% |
| 3 Year | - | 12.84% |
| 5 Year | - | 12.81% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | - | 10.98% |
| Sharp | - | 0.24% |
| Beta | - | 0.84% |
| Alpha | - | -2.79% |
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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 | 4.53 | 14.68 |
| Large Cap | 59.94 | 57.42 |
| Small Cap | 20.7 | 13.96 |
| Mid Cap | 14.82 | 13.94 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 5.55 | 8.64 |
| Energy | 4.6 | 4.68 |
| Industrials | 12.1 | 5.97 |
| Technology | 9.2 | 10.28 |
| Communication Services | 3.96 | 5.84 |
| Consumer Defensive | 10.93 | 2.91 |
| Financial Services | 24.7 | 34.14 |
| Basic Materials | 3.24 | 6.85 |
| Healthcare | 12.17 | 4.87 |
| Consumer Cyclical | 13.54 | 15.65 |
| Utilities | - | 0.16 |
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