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

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

Link copied to clipboard!

Bajaj Finserv Flexi Cap Fund Regular - Growth

Invest Now

Tata Flexi Cap Fund -Regular Plan-Growth

Invest Now

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)	₹6294 Cr	₹3670 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	-2.62%	-0.46%
6 Month	2.09%	2.03%
1 Year	2.86%	6.48%
3 Year	-	15.73%
5 Year	-	14.27%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	0.58%	1.86%
1 Year	13.85%	14.14%
3 Year	-	14.81%
5 Year	-	13.94%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	11.96%	12.36%
3 Year	-	15.61%
5 Year	-	15.89%

Risk Management

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	-	11.4%
Sharp	-	0.86%
Beta	-	0.82%
Alpha	-	1.56%

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	5.94	8.06
Large Cap	50.55	65.81
Small Cap	30.16	11.99
Mid Cap	13.35	14.14

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	1.85	6.96
Energy	4.32	5.27
Technology	5.24	11.52
Communication Services	3.51	1.68
Basic Materials	4.33	11.95
Consumer Defensive	3.11	8.67
Financial Services	33.27	27.07
Healthcare	13.39	5.13
Real Estate	4.68	2.68
Consumer Cyclical	13.55	10.91
Industrials	12.74	6.2
Utilities	0	1.97

Top Comparisons

HDFC MNC Fund - Regular (G)

3Y Returns0%

VS

UTI - MNC Fund - Regular Plan - Growth Option

3Y Returns13.04%

Compare Now

Franklin India Government Securities Fund - Growth

3Y Returns5.96%

VS

Bandhan Gilt Fund - Regular Plan - Growth

3Y Returns6.93%

Compare Now

Nippon India Low Duration Fund- Growth Plan - Growth Option

3Y Returns7.1%

VS

Aditya Birla Sun Life Low Duration Fund - Growth Plan

3Y Returns6.92%

Compare Now

HDFC Multi-Asset Allocation Fund - Growth Option

3Y Returns14.41%

VS

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns19.4%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully