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 Moderate Very High
Asset Size (Cr) ₹3780 Cr ₹12024 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 14 Aug 2023 28 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over % 90%
Expense Ratio 1.85 1.73
Manager Siddharth Chaudhary Rakesh Shetty
ISIN Code INF0QA701383 INF247L01478
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 Motilal Oswal 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 Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month -4.72% -9.51%
6 Month -2.78% 1.6%
1 Year 17.77% 24.7%
3 Year - 17.94%
5 Year - 16.05%

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 7.55% 16.4%
3 Year - 28.29%
5 Year - 22.19%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 42.17% 12.77%
3 Year - 12.81%
5 Year - 11.22%

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 1.95 2.79
Large Cap 60.35 49.67
Small Cap 25.57 0.91
Mid Cap 12.13 46.6

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 1.95 2.79
Petroleum Products 3.75 -
Electrical Equipment 6.02 -
IT - Software 7.36 18.68
Construction 1.18 3.01
IT - Services 0.7 -
Diversified FMCG 4.83 -
Banks 16.25 2.69
Pharmaceuticals & Biotechnology 11.65 -
Automobiles 6.15 5.9
Insurance 3.7 -
Chemicals & Petrochemicals 2.45 -
Consumer Durables 4.77 9.56
Industrial Products 1.63 10.61
Food Products 3.97 -
Finance 5.03 14.14
Personal Products 1.17 -
Cement & Cement Products 0.53 -
Leisure Services 2.84 -
Retailing 3.34 14.89
Telecom - Services 2.89 9.04
Healthcare Services 0.5 1.69
Auto Components 1.57 4.66
Entertainment 0.11 -
Realty 0.46 -
Beverages 2.21 -
Capital Markets 1.17 2.31
Textiles & Apparels 0.32 -
Other Utilities 1.5 -

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