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Bajaj Finserv Flexi Cap Fund Regular vs Kotak Flexicap Fund compare

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
1 Month 3.16% 4.31%
6 Month -12% -9.11%
1 Year 6% 3.4%
3 Year - 12.18%
5 Year - 24.14%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
6 Month -6.24% -2.11%
1 Year -9.43% -5.77%
3 Year - 14.87%
5 Year - 16%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
Standard Deviation - 12.26%
Sharp - 0.49%
Beta - 0.91%
Alpha - 0.38%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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