Bajaj Finserv Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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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 Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2757 Cr ₹11127 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 01 Aug 2023 08 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open-ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over % 90%
Expense Ratio 1.9 1.74
Manager Siddharth Chaudhary Rakesh Shetty
ISIN Code INF0QA701383 INF247L01478
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months/365 Exit load of 1% if redeemed within 15 days/365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month 2.36% 3.28%
6 Month 23.31% 27.54%
1 Year 42.46% 59.68%
3 Year - 18.9%
5 Year - 18.76%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 18.12% 21.55%
3 Year 18.12% 45.23%
5 Year 18.12% 66.55%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 22.8% 19.6%
3 Year 22.8% 50.23%
5 Year 22.8% 77.54%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 12.18%
Sharp - 0.92%
Beta - 0.85%
Alpha - 0.66%

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Fund Managers

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Siddharth Chaudhary Rakesh Shetty
Total AUM ₹7136 Cr ₹33886 Cr
Fund Manage 8 19
Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 4.88 14.53
Large Cap 50.37 47.35
Small Cap 32.66 9.12
Mid Cap 12.08 29

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 2.81 2.39
Financial 18.97 20.94
Energy 4.88 -
Capital Goods 18.96 13.6
Consumer Staples 6.11 -
Healthcare 8.89 1.6
Technology 3.81 12.68
Automobile 7.06 10.75
Insurance 1.22 -
Metals & Mining 1.61 -
Materials 2.44 -
Services 9.46 13.42
Consumer Discretionary 0.89 6.43
Chemicals 4.74 2.18
Communication 3.87 10.51
Construction 2.17 5.5
Diversified 2.1 -

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