Bajaj Finserv Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹3780 Cr | ₹3009 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2023 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 69.17% |
| Expense Ratio | 1.85 | 1.93 |
| Manager | Siddharth Chaudhary | Amey Sathe |
| ISIN Code | INF0QA701383 | INF277K019K2 |
| 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 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.81% | -1.1% |
| 6 Month | -4.09% | -3.26% |
| 1 Year | 16.97% | 12.75% |
| 3 Year | - | 12.58% |
| 5 Year | - | 15.02% |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.13% | 4.09% |
| 3 Year | - | 16.56% |
| 5 Year | - | 16.44% |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 42.17% | 14.26% |
| 3 Year | - | 15.8% |
| 5 Year | - | 15.24% |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 11.4% |
| Sharp | - | 0.4% |
| Beta | - | 0.85% |
| Alpha | - | -2.15% |
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| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Amey Sathe |
| Total AUM | ₹7136 Cr | ₹11910 Cr |
| Fund Manage | 8 | 4 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.95 | 5.31 |
| Large Cap | 60.35 | 47.99 |
| Small Cap | 25.57 | 27.61 |
| Mid Cap | 12.13 | 19.09 |
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 1.95 | 5.31 |
| Petroleum Products | 3.75 | 3.98 |
| Electrical Equipment | 6.02 | - |
| IT - Software | 7.36 | 4.38 |
| Construction | 1.18 | 3.68 |
| IT - Services | 0.7 | - |
| Diversified FMCG | 4.83 | 2.27 |
| Banks | 16.25 | 22.27 |
| Pharmaceuticals & Biotechnology | 11.65 | 6.3 |
| Automobiles | 6.15 | 2.39 |
| Insurance | 3.7 | 2.82 |
| Chemicals & Petrochemicals | 2.45 | - |
| Consumer Durables | 4.77 | 3.93 |
| Industrial Products | 1.63 | 2.92 |
| Food Products | 3.97 | 1.93 |
| Finance | 5.03 | 9 |
| Personal Products | 1.17 | 2.81 |
| Cement & Cement Products | 0.53 | 4.62 |
| Leisure Services | 2.84 | 0.97 |
| Retailing | 3.34 | 3.21 |
| Telecom - Services | 2.89 | 1.29 |
| Healthcare Services | 0.5 | 1.75 |
| Auto Components | 1.57 | 2.14 |
| Entertainment | 0.11 | - |
| Realty | 0.46 | 2.64 |
| Beverages | 2.21 | - |
| Capital Markets | 1.17 | 2.17 |
| Textiles & Apparels | 0.32 | - |
| Other Utilities | 1.5 | - |
| Ferrous Metals | - | 1.28 |
| Agricultural, Commercial & Construction Vehicles | - | 1.74 |
| Industrial Manufacturing | - | 1.2 |
| Transport Services | - | 0.5 |
| Commercial Services & Supplies | - | 1.13 |
| Transport Infrastructure | - | 1.37 |
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