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

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 3.58% 3.53%
6 Month 3.29% 7.45%
1 Year 5.82% 8.85%
3 Year - 20.25%
5 Year - 19.71%

SIP Return Analysis

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%

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 - 0.88%
Beta - 0.8%
Alpha - 0.89%

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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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