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

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

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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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)	₹5244 Cr	₹3388 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	-0.59%	-0.4%
6 Month	14.45%	12.19%
1 Year	4.13%	4.84%
3 Year	-	15.5%
5 Year	-	17.75%

SIP Return Analysis

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	4.97%	2.14%
1 Year	8.24%	5.69%
3 Year	-	14.71%
5 Year	-	14.05%

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	-	0.91%
Beta	-	0.81%
Alpha	-	1.15%

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	6.67	6.12
Large Cap	48.2	59.56
Mid Cap	15.69	14.99
Small Cap	29.43	19.33

Sector Allocation

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	3.35	4.36
Energy	2.66	4.1
Financial Services	32.06	32.59
Technology	4.64	7.7
Consumer Cyclical	14.01	9.85
Communication Services	1.47	1.22
Consumer Defensive	9.68	11.73
Industrials	14.38	7.9
Healthcare	8.72	4.39
Basic Materials	4.08	13.44
Utilities	1.24	-
Real Estate	3.71	2.72

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