Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

Invest Now

tortoise-icon 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) ₹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 1.67% 1.55%
6 Month 7.38% 10.58%
1 Year 5.64% 8.41%
3 Year - 19.16%
5 Year - 19.41%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month 12.15% 10.13%
1 Year 16.64% 16.07%
3 Year - 18.72%
5 Year - 16.52%

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 - 1.17%
Beta - 0.79%
Alpha - 1.48%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns7.05%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.21%

Compare Now

SBI Small Cap Fund Regular Growth SBI Small Cap Fund Regular Growth

3Y Returns20.97%

VS

Edelweiss Small Cap Fund - Regular Plan - Growth Edelweiss Small Cap Fund - Regular Plan - Growth

3Y Returns26.05%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns23.37%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns20.99%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.98%

VS

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns8.31%

Compare Now
Add to Cart Successfully