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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) | ₹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 |
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