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Bajaj Finserv Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹4046 Cr | ₹21417 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2023 | 27 Aug 1998 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 20% |
| Expense Ratio | 1.85 | 1.68 |
| Manager | Siddharth Chaudhary | Dhaval Joshi |
| ISIN Code | INF0QA701383 | INF209K01AJ8 |
| 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 | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 5.89% | 7.74% |
| 6 Month | -12.65% | -10.86% |
| 1 Year | 11.15% | 10.52% |
| 3 Year | - | 13.82% |
| 5 Year | - | 24.91% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | -6.24% | -2.69% |
| 1 Year | -9.43% | -3.78% |
| 3 Year | - | 16.04% |
| 5 Year | - | 16.68% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 33.49% | 17.42% |
| 3 Year | - | 16.25% |
| 5 Year | - | 16.95% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | - | 12.55% |
| Sharp | - | 0.44% |
| Beta | - | 0.95% |
| Alpha | - | -0.39% |
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Fund Managers
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Name | Siddharth Chaudhary | Dhaval Joshi |
| Total AUM | ₹7136 Cr | ₹361932 Cr |
| Funds Managed | 8 | 55 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 4.53 | 2.97 |
| Large Cap | 59.94 | 68.48 |
| Small Cap | 20.7 | 10.36 |
| Mid Cap | 14.82 | 18.19 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 5.55 | 1.38 |
| Energy | 4.6 | 5.54 |
| Industrials | 12.1 | 11.66 |
| Technology | 9.2 | 11.14 |
| Communication Services | 3.96 | 3.18 |
| Consumer Defensive | 10.93 | 7.5 |
| Financial Services | 24.7 | 30.82 |
| Basic Materials | 3.24 | 8.1 |
| Healthcare | 12.17 | 8.65 |
| Consumer Cyclical | 13.54 | 11.37 |
| Utilities | - | 0.08 |
| Real Estate | - | 0.6 |
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