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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) | ₹5410 Cr | ₹3394 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 | 4.25% | 4.4% |
| 6 Month | 20.36% | 17.26% |
| 1 Year | 2.61% | 2.11% |
| 3 Year | - | 15.61% |
| 5 Year | - | 17.21% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.59% | 3.96% |
| 1 Year | 15.47% | 14.67% |
| 3 Year | - | 16.67% |
| 5 Year | - | 15% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.94% | 13.08% |
| 3 Year | - | 15.55% |
| 5 Year | - | 15.57% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 11.4% |
| Sharp | - | 0.75% |
| Beta | - | 0.8% |
| Alpha | - | 1.17% |
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 | 6.48 | 4.9 |
| Large Cap | 47.94 | 61.8 |
| Mid Cap | 16.49 | 14.91 |
| Small Cap | 29.09 | 18.39 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.44 | 3.18 |
| Energy | 1.81 | 4 |
| Financial Services | 28.5 | 31.2 |
| Technology | 4.75 | 9.83 |
| Consumer Cyclical | 15.96 | 10.3 |
| Communication Services | 1.3 | 1.14 |
| Basic Materials | 4.45 | 13.11 |
| Consumer Defensive | 10.97 | 12.23 |
| Industrials | 14.16 | 8.05 |
| Healthcare | 10.34 | 4.34 |
| Utilities | 2.03 | - |
| Real Estate | 3.29 | 2.63 |
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