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

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2757 Cr ₹2138 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Aug 2023 05 Jan 2015
Category Flexi Cap Flexi Cap
Fund Type Open-ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over % 49%
Expense Ratio 1.9 1.99
Manager Siddharth Chaudhary Trideep Bhattacharya
ISIN Code INF0QA701383 INF843K01KN5
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month -5.13% -5.91%
6 Month 8.82% 9.27%
1 Year 31.66% 35.5%
3 Year - 16.44%
5 Year - 19.88%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 26.29% 26.47%
3 Year - 26.17%
5 Year - 24.24%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 42.17% 13.52%
3 Year - 14.74%
5 Year - 13.61%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation - 12.65%
Sharp - 1.01%
Beta - 0.98%
Alpha - 2.49%

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Fund Managers

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Siddharth Chaudhary Trideep Bhattacharya
Total AUM ₹7136 Cr ₹0 Cr
Fund Manage 8 9
Bajaj Finserv Flexi Cap Fund Regular - Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 4.88 4.52
Large Cap 50.37 67.48
Small Cap 32.66 6.52
Mid Cap 12.08 21.48

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 2.81 0.62
Financial 18.97 24.63
Energy 4.88 6.26
Capital Goods 18.96 15
Consumer Staples 6.11 4.55
Healthcare 8.89 3.63
Technology 3.81 7.45
Automobile 7.06 9.65
Insurance 1.22 -
Metals & Mining 1.61 4.86
Materials 2.44 5.42
Services 9.46 5.24
Consumer Discretionary 0.89 2.16
Chemicals 4.74 0.3
Communication 3.87 3.13
Construction 2.17 7.1
Diversified 2.1 -

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