Bajaj Finserv Flexi Cap Fund Regular vs Kotak Flexicap Fund compare

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Bajaj Finserv Flexi Cap Fund Regular - Growth

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Kotak Flexicap Fund - 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	Kotak Flexicap Fund - Growth
Fund	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Very High
Asset Size (Cr)	₹4046 Cr	₹49112 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Aug 2023	11 Sep 2009
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500 TRI	NIFTY 500 TRI
Turn Over	%	16.04%
Expense Ratio	1.85	1.48
Manager	Siddharth Chaudhary	Harsha Upadhyaya
ISIN Code	INF0QA701383	INF174K01336
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	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
1 Month	2.33%	2.08%
6 Month	-4.22%	-0.52%
1 Year	8.19%	6.72%
3 Year	-	15.71%
5 Year	-	22.58%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
6 Month	0.32%	2.72%
1 Year	-4.31%	-0.99%
3 Year	-	16%
5 Year	-	16.31%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
1 Year	33.49%	12.91%
3 Year	-	15.14%
5 Year	-	15.31%

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Standard Deviation	-	12.26%
Sharp	-	0.5%
Beta	-	0.93%
Alpha	-	0.59%

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Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Name	Siddharth Chaudhary	Harsha Upadhyaya
Total AUM	₹7136 Cr	₹139411 Cr
Funds Managed	8	11
	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Others	4.53	2.55
Large Cap	59.94	69.56
Small Cap	20.7	4.4
Mid Cap	14.82	23.49

Scheme Name	Bajaj Finserv Flexi Cap Fund Regular - Growth	Kotak Flexicap Fund - Growth
Others	5.55	2.55
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	-	2.97
Petroleum Products	-	4.38
IT - Software	-	9.57
Retailing	-	2.8
Pharmaceuticals and Biotechnology	-	2.03
Construction	-	4.77
Diversified FMCG	-	1.25
Non - Ferrous Metals	-	0.84
Banks	-	22.97
Pharmaceuticals & Biotechnology	-	1.49
Cement & Cement Products	-	0.8
Chemicals and Petrochemicals	-	6.41
Personal Products	-	0.55
Transport Services	-	3.46
Capital Markets	-	1.62
Gas	-	2.91
Electrical Equipment	-	1.61
Automobiles	-	3.56
Fertilizers & Agrochemicals	-	0.77
Insurance	-	0.59
Industrial Products	-	0.74
Aerospace and Defense	-	0.33
Agricultural, Commercial & Construction Vehicles	-	0.51
Aerospace & Defense	-	5.26
Cement and Cement Products	-	5.34
Auto Components	-	3.78
Beverages	-	0.89
Finance	-	0.26
Ferrous Metals	-	3.58
Power	-	1.41