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

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon 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 Risk Very High Risk
Asset Size (Cr) ₹4046 Cr ₹2886 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 -5.23% -1.8%
6 Month -7.12% -5.42%
1 Year 11.79% 8.11%
3 Year - 12.45%
5 Year - 13.59%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year -5.56% -3.83%
3 Year - 13.03%
5 Year - 14.11%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 37.09% 14.24%
3 Year - 15.51%
5 Year - 15.14%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation - 11.4%
Sharp - 0.47%
Beta - 0.83%
Alpha - -0.76%

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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
Fund Manage 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 5.31
Large Cap 60.35 47.99
Small Cap 25.57 27.61
Mid Cap 12.13 19.09

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.95 5.31
Petroleum Products 3.75 3.98
Electrical Equipment 6.02 -
IT - Software 7.36 4.38
Construction 1.18 3.68
IT - Services 0.7 -
Diversified FMCG 4.83 2.27
Banks 16.25 22.27
Pharmaceuticals & Biotechnology 11.65 6.3
Automobiles 6.15 2.39
Insurance 3.7 2.82
Chemicals & Petrochemicals 2.45 -
Consumer Durables 4.77 3.93
Industrial Products 1.63 2.92
Food Products 3.97 1.93
Finance 5.03 9
Personal Products 1.17 2.81
Cement & Cement Products 0.53 4.62
Leisure Services 2.84 0.97
Retailing 3.34 3.21
Telecom - Services 2.89 1.29
Healthcare Services 0.5 1.75
Auto Components 1.57 2.14
Entertainment 0.11 -
Realty 0.46 2.64
Beverages 2.21 -
Capital Markets 1.17 2.17
Textiles & Apparels 0.32 -
Other Utilities 1.5 -
Ferrous Metals - 1.28
Agricultural, Commercial & Construction Vehicles - 1.74
Industrial Manufacturing - 1.2
Transport Services - 0.5
Commercial Services & Supplies - 1.13
Transport Infrastructure - 1.37

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