Bajaj Finserv Flexi Cap Fund Regular vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
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 Risk | Very High Risk |
Asset Size (Cr) | ₹4046 Cr | ₹11855 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 | 1.72 |
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 | -4.8% | -3.36% |
6 Month | -10.55% | -4.65% |
1 Year | 9.65% | 18.47% |
3 Year | - | 18.85% |
5 Year | - | 14.62% |
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 | -5.56% | -1.13% |
3 Year | - | 22.51% |
5 Year | - | 18.89% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 37.09% | 13.33% |
3 Year | - | 13.03% |
5 Year | - | 11.59% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | - | 15.651% |
Sharp | - | 0.791% |
Beta | - | 0.908% |
Alpha | - | 5.033% |
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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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