Bajaj Finserv Flexi Cap Fund Regular vs LIC MF Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderate | Very High | Very High |
Asset Size (Cr) | ₹4046 Cr | ₹992 Cr | ₹992 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 14 Aug 2023 | 13 Jan 1993 | 13 Jan 1993 |
Category | Flexi Cap | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | % | 109% |
Expense Ratio | 1.85 | 2.25 | 2.25 |
Manager | Siddharth Chaudhary | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
ISIN Code | INF0QA701383 | INF767K01071 | INF767K01071 |
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 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - 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 | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 6.71% | 7.89% | 7.89% |
6 Month | -8.16% | -14.14% | -14.14% |
1 Year | 11.16% | 2.66% | 2.66% |
3 Year | - | 10.89% | 10.89% |
5 Year | - | 16.77% | 16.77% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -4.81% | -7.77% | -7.77% |
1 Year | -11.69% | -20.54% | -20.54% |
3 Year | - | 7.61% | 7.61% |
5 Year | - | 10.21% | 10.21% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 33.49% | 10.8% | 10.8% |
3 Year | - | 9.48% | 9.48% |
5 Year | - | 9.99% | 9.99% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | - | 11.99% | 11.99% |
Sharp | - | 0.26% | 0.26% |
Beta | - | 0.96% | 0.96% |
Alpha | - | -2.86% | -2.86% |
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 | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Siddharth Chaudhary | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
Total AUM | ₹7136 Cr | ₹2153 Cr | ₹2153 Cr |
Funds Managed | 8 | 3 | 3 |
Bajaj Finserv Flexi Cap Fund Regular - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.53 | 7.76 | 7.76 |
Large Cap | 59.94 | 31.83 | 31.83 |
Small Cap | 20.7 | 47.88 | 47.88 |
Mid Cap | 14.82 | 12.53 | 12.53 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 5.55 | 5.31 | 5.31 |
Energy | 4.6 | 0 | 0 |
Industrials | 12.1 | 16.4 | 16.4 |
Technology | 9.2 | 5.94 | 5.94 |
Communication Services | 3.96 | 2.13 | 2.13 |
Consumer Defensive | 10.93 | 9.18 | 9.18 |
Financial Services | 24.7 | 20.63 | 20.63 |
Basic Materials | 3.24 | 9.9 | 9.9 |
Healthcare | 12.17 | 6.83 | 6.83 |
Consumer Cyclical | 13.54 | 16.26 | 16.26 |
Utilities | - | 5.21 | 5.21 |
Real Estate | - | 2.21 | 2.21 |
Top Comparisons
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns9.1%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.26%
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan
3Y Returns11.25%
Mirae Asset Equity allocator Fund Of Fund Regular Growth
3Y Returns13.49%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns22.76%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns16.33%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.49%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.47%