Bajaj Finserv Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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Tata Flexi Cap Fund -Regular Plan-Growth

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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	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Very High
Asset Size (Cr)	₹4850 Cr	₹3263 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹1000
Launch Date	14 Aug 2023	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	%	69.17%
Expense Ratio	1.85	1.94
Manager	Siddharth Chaudhary	Amey Sathe
ISIN Code	INF0QA701383	INF277K019K2
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	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	4.42%	3.66%
6 Month	5.64%	9.94%
1 Year	7.83%	10.21%
3 Year	-	20.39%
5 Year	-	20%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	12.55%	10.98%
1 Year	16.3%	17.58%
3 Year	-	19.99%
5 Year	-	17.23%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	26.65%	13.43%
3 Year	-	15.32%
5 Year	-	15.31%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	-	11.4%
Sharp	-	0.88%
Beta	-	0.8%
Alpha	-	0.89%

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Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Siddharth Chaudhary	Amey Sathe
Total AUM	₹7136 Cr	₹11910 Cr
Funds Managed	8	4
	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	4.53	6.37
Large Cap	59.94	58.68
Small Cap	20.7	21.18
Mid Cap	14.82	13.77

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	5.55	4.72
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	-	4.72
Cement & Cement Products	-	6.74
Personal Products	-	3.11
Construction	-	3.86
Finance	-	10.08
Ferrous Metals	-	2.64
Consumer Durables	-	3.92
Non - Ferrous Metals	-	0.9
Insurance	-	1.14
Pharmaceuticals & Biotechnology	-	3.06
Banks	-	23.7
Realty	-	2.35
Agricultural, Commercial & Construction Vehicles	-	1.46
Industrial Manufacturing	-	0.07
Telecom - Services	-	1.49
Diversified FMCG	-	2.45
Retailing	-	4.7
Food Products	-	1.88
Leisure Services	-	1.18
Transport Services	-	0.37
Auto Components	-	2.68
Healthcare Services	-	2.01
IT - Software	-	4.12
Automobiles	-	3.14
Fertilizers & Agrochemicals	-	0.38
Transport Infrastructure	-	1.17
Capital Markets	-	1.96