- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Bajaj Finserv Flexi Cap Fund Regular vs Edelweiss Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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 | Moderate | Very High |
| Asset Size (Cr) | ₹4046 Cr | ₹2376 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2023 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 49% |
| Expense Ratio | 1.85 | 1.96 |
| Manager | Siddharth Chaudhary | Trideep Bhattacharya |
| ISIN Code | INF0QA701383 | INF843K01KN5 |
| 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 | Edelweiss 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 6.71% | 6.38% |
| 6 Month | -8.16% | -9.12% |
| 1 Year | 11.16% | 9.32% |
| 3 Year | - | 15.76% |
| 5 Year | - | 24.37% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.81% | -5.33% |
| 1 Year | -11.69% | -13.35% |
| 3 Year | - | 14.28% |
| 5 Year | - | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 33.49% | 14.04% |
| 3 Year | - | 14.98% |
| 5 Year | - | 14.22% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.087% |
| Sharp | - | 0.669% |
| Beta | - | 0.982% |
| Alpha | - | 1.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 4.53 | 4.82 |
| Large Cap | 59.94 | 64.14 |
| Small Cap | 20.7 | 9.1 |
| Mid Cap | 14.82 | 21.94 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.55 | 3.68 |
| Energy | 4.6 | 3.64 |
| Industrials | 12.1 | 13.92 |
| Technology | 9.2 | 13.38 |
| Communication Services | 3.96 | 3.41 |
| Consumer Defensive | 10.93 | 5.24 |
| Financial Services | 24.7 | 29.79 |
| Basic Materials | 3.24 | 3.32 |
| Healthcare | 12.17 | 7.13 |
| Consumer Cyclical | 13.54 | 11.36 |
| Utilities | - | 3.55 |
| Real Estate | - | 1.58 |
Top Comparisons
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns17.64%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns13.7%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns18.58%
Tata Small Cap Fund Regular Growth
3Y Returns19.53%
DSP Small Cap Fund - Regular - Growth
3Y Returns13.79%
