Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Flexi Cap Fund Regular vs SBI Flexicap Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

Invest Now

tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan Growth Growth
Level of Risk Moderate Very High
Asset Size (Cr) ₹4046 Cr ₹21593 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 Aug 2023 29 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI BSE 500 TRI
Turn Over % 55%
Expense Ratio 1.85 1.67
Manager Siddharth Chaudhary Pradeep Kesavan
ISIN Code INF0QA701383 INF200K01222
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 SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month -4.44% -4.42%
6 Month -13.17% -11.76%
1 Year 6.97% 1.55%
3 Year - 10.07%
5 Year - 16.12%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month -10.41% -9.21%
1 Year -15.64% -15.58%
3 Year - 8.02%
5 Year - 12.06%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 37.09% 13.06%
3 Year - 12.84%
5 Year - 12.81%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation - 10.98%
Sharp - 0.29%
Beta - 0.85%
Alpha - -2.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name Siddharth Chaudhary Pradeep Kesavan
Total AUM ₹7136 Cr ₹434274 Cr
Fund Manage 8 43
Bajaj Finserv Flexi Cap Fund Regular - Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option

Market Cap

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 4.53108 14.00759
Large Cap 59.94417 50.98873
Small Cap 20.70347 17.73915
Mid Cap 14.82126 17.26451

Sector Allocation

Scheme Name

Bajaj Finserv Flexi Cap Fund Regular - Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others 5.55495 7.81882
Energy 4.59889 4.57966
Industrials 12.0978 7.50141
Technology 9.20027 10.08646
Communication Services 3.96281 6.11359
Consumer Defensive 10.93276 4.84026
Financial Services 24.70496 27.7034
Basic Materials 3.23601 7.04093
Healthcare 12.16686 6.33516
Consumer Cyclical 13.54467 16.12923
Utilities - 1.85106

Top Comparisons

Motilal Oswal Large Cap Fund - Regular (G) Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

VS

DSP Top 100 Equity Fund - Regular Plan - Growth DSP Top 100 Equity Fund - Regular Plan - Growth

3Y Returns16.98%

Compare Now

ICICI Prudential Gilt Fund - Growth ICICI Prudential Gilt Fund - Growth

3Y Returns7.47%

VS

SBI Magnum Gilt Fund -  Growth - PF (Regular) Option SBI Magnum Gilt Fund - Growth - PF (Regular) Option

3Y Returns7.25%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.65%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns6.15%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns12.11%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns15.35%

Compare Now
Add to Cart Successfully