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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 Risk Very High Risk
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 -4.8% -2.76%
6 Month -10.55% -9.52%
1 Year 9.65% 6.96%
3 Year - 13.19%
5 Year - 14.16%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
6 Month - -
1 Year -7.43% -7.99%
3 Year - 13.12%
5 Year - 15.52%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Kotak Flexicap Fund - Growth
1 Year 37.09% 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 - 0.54%
Beta - 0.92%
Alpha - -0.04%

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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
Fund Manage 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 1.95 1.49
Large Cap 60.35 73.11
Small Cap 25.57 5.88
Mid Cap 12.13 19.68

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Kotak Flexicap Fund - Growth

Others 1.95 1.49
Petroleum Products 3.75 4.65
Electrical Equipment 6.02 2.21
IT - Software 7.36 8.68
Construction 1.18 5.35
IT - Services 0.7 -
Diversified FMCG 4.83 1.78
Banks 16.25 22.27
Pharmaceuticals & Biotechnology 11.65 3.59
Automobiles 6.15 4
Insurance 3.7 0.68
Chemicals & Petrochemicals 2.45 5.64
Consumer Durables 4.77 -
Industrial Products 1.63 0.81
Food Products 3.97 -
Finance 5.03 0.37
Personal Products 1.17 0.63
Cement & Cement Products 0.53 6.13
Leisure Services 2.84 -
Retailing 3.34 2.47
Telecom - Services 2.89 2.74
Healthcare Services 0.5 -
Auto Components 1.57 4.86
Entertainment 0.11 -
Realty 0.46 -
Beverages 2.21 0.79
Capital Markets 1.17 1.49
Textiles & Apparels 0.32 -
Other Utilities 1.5 -
Non - Ferrous Metals - 1.02
Transport Services - 3.16
Gas - 3.09
Fertilizers & Agrochemicals - 0.77
Aerospace & Defense - 6
Agricultural, Commercial & Construction Vehicles - 0.76
Ferrous Metals - 3.46
Power - 1.27

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