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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
Overview
| 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) | ₹4046 Cr | ₹2886 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 | 1.94 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | -4.44% | -3.08% |
| 6 Month | -13.17% | -12.17% |
| 1 Year | 6.97% | 5.61% |
| 3 Year | - | 12.28% |
| 5 Year | - | 15.79% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -10.41% | -7.19% |
| 1 Year | -15.64% | -11.17% |
| 3 Year | - | 11.25% |
| 5 Year | - | 12.83% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 37.09% | 14.24% |
| 3 Year | - | 15.51% |
| 5 Year | - | 15.14% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 11.4% |
| Sharp | - | 0.47% |
| Beta | - | 0.8% |
| Alpha | - | 0.34% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.53108 | 2.85267 |
| Large Cap | 59.94417 | 56.99299 |
| Small Cap | 20.70347 | 24.52744 |
| Mid Cap | 14.82126 | 15.62688 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 5.55495 | 2.75103 |
| Energy | 4.59889 | 4.27419 |
| Industrials | 12.0978 | 7.53591 |
| Technology | 9.20027 | 5.57753 |
| Communication Services | 3.96281 | 1.37377 |
| Consumer Defensive | 10.93276 | 9.98749 |
| Financial Services | 24.70496 | 38.78252 |
| Basic Materials | 3.23601 | 9.67063 |
| Healthcare | 12.16686 | 7.59855 |
| Consumer Cyclical | 13.54467 | 11.51567 |
| Real Estate | - | 0.93269 |
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