Bajaj Finserv Flexi Cap Fund Regular vs Aditya Birla Sun Life Flexi Cap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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	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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	3.93%	3.44%
6 Month	-6.33%	-4.47%
1 Year	12.34%	12.14%
3 Year	-	14.56%
5 Year	-	24.2%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-0.52%	1.18%
1 Year	-4.3%	-0.39%
3 Year	-	16.62%
5 Year	-	16.68%

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%

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	-	0.96%
Alpha	-	-0.36%

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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

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	4.53	1.22
Large Cap	59.94	70.79
Small Cap	20.7	10.72
Mid Cap	14.82	17.25

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	5.55	1.22
Energy	4.6	-
Industrials	12.1	-
Technology	9.2	-
Communication Services	3.96	-
Consumer Defensive	10.93	-
Financial Services	24.7	-
Basic Materials	3.24	-
Healthcare	12.17	-
Consumer Cyclical	13.54	-
Telecom - Services	-	3.14
Petroleum Products	-	5.4
IT - Software	-	10.03
Pharmaceuticals & Biotechnology	-	5.52
Construction	-	2.34
Finance	-	5.94
Consumer Durables	-	2.43
Banks	-	22.94
Non - Ferrous Metals	-	1.63
Cement & Cement Products	-	2.51
Healthcare Services	-	1.97
Electrical Equipment	-	2.2
Auto Components	-	4.82
Automobiles	-	5.47
Chemicals & Petrochemicals	-	2.51
Personal Products	-	1.18
Insurance	-	4.04
Industrial Products	-	3.32
Agricultural Food & other Products	-	1.68
Retailing	-	2.07
Fertilizers & Agrochemicals	-	0.4
Minerals & Mining	-	0.35
Transport Services	-	0.76
Industrial Manufacturing	-	0.42
Realty	-	0.58
Capital Markets	-	0.54
Ferrous Metals	-	1.17
Beverages	-	3.4