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)	₹4046 Cr	₹2886 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	6.48%	5.5%
6 Month	-5.62%	-2.04%
1 Year	10.22%	11.34%
3 Year	-	16.03%
5 Year	-	19.81%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-0.01%	2.71%
1 Year	-5.24%	1.1%
3 Year	-	14.95%
5 Year	-	14.42%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	33.49%	14.24%
3 Year	-	15.51%
5 Year	-	15.14%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	-	11.4%
Sharp	-	0.68%
Beta	-	0.8%
Alpha	-	0.81%

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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	4.43
Large Cap	59.94	59.44
Small Cap	20.7	22.61
Mid Cap	14.82	13.52

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	5.55	2.95
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	-	4.19
Cement & Cement Products	-	6.95
Personal Products	-	3.14
Construction	-	4.2
Finance	-	10.08
Ferrous Metals	-	2.46
Consumer Durables	-	3.64
Non - Ferrous Metals	-	0.69
Insurance	-	2.55
Pharmaceuticals & Biotechnology	-	5.04
Banks	-	23.32
Realty	-	2.13
Agricultural, Commercial & Construction Vehicles	-	1.53
Industrial Manufacturing	-	0.71
Telecom - Services	-	1.29
Diversified FMCG	-	2.49
Retailing	-	4.7
Food Products	-	1.85
Leisure Services	-	1.3
Transport Services	-	0.36
Auto Components	-	2.22
Healthcare Services	-	2.01
IT - Software	-	4.1
Automobiles	-	3.11
Transport Infrastructure	-	1.2
Capital Markets	-	1.79