Bajaj Finserv Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 1.67% | 1.55% |
6 Month | 7.38% | 10.58% |
1 Year | 5.64% | 8.41% |
3 Year | - | 19.16% |
5 Year | - | 19.41% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 12.15% | 10.13% |
1 Year | 16.64% | 16.07% |
3 Year | - | 18.72% |
5 Year | - | 16.52% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 11.4% |
Sharp | - | 1.17% |
Beta | - | 0.79% |
Alpha | - | 1.48% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 1.95 | 6.93 |
Large Cap | 54.28 | 57.82 |
Mid Cap | 18.17 | 13.73 |
Small Cap | 25.6 | 21.51 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 1.95 | 5.35 |
Energy | 4.02 | 4.57 |
Financial Services | 36.7 | 35.58 |
Technology | 4.88 | 4.04 |
Consumer Cyclical | 10.12 | 11.75 |
Communication Services | 3.11 | 1.34 |
Consumer Defensive | 8.13 | 10.61 |
Industrials | 15.43 | 7.28 |
Healthcare | 9.82 | 4.56 |
Basic Materials | 3.43 | 12.65 |
Real Estate | 2.41 | 2.26 |
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