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 | Very High | Very High |
| Asset Size (Cr) | ₹2757 Cr | ₹2910 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Aug 2023 | 05 Aug 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open-ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | % | 69.17% |
| Expense Ratio | 1.9 | 1.94 |
| Manager | Siddharth Chaudhary | Amey Sathe |
| ISIN Code | INF0QA701383 | INF277K019K2 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months/365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.36% | 6.74% |
| 6 Month | 23.31% | 25.74% |
| 1 Year | 42.46% | 34.35% |
| 3 Year | - | 14.92% |
| 5 Year | - | 19.22% |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.12% | 13.56% |
| 3 Year | 18.12% | 31.33% |
| 5 Year | 18.12% | 56.93% |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 22.8% | 18.03% |
| 3 Year | 22.8% | 43.18% |
| 5 Year | 22.8% | 62.15% |
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 11.4% |
| Sharp | - | 0.71% |
| Beta | - | 0.85% |
| Alpha | - | -1.49% |
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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 | 4.88 | 7.91 |
| Large Cap | 50.37 | 46.17 |
| Small Cap | 32.66 | 23.69 |
| Mid Cap | 12.08 | 22.23 |
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.81 | 4.08 |
| Financial | 18.97 | 27.21 |
| Energy | 4.88 | 9.26 |
| Capital Goods | 18.96 | 7.19 |
| Consumer Staples | 6.11 | 7.21 |
| Healthcare | 8.89 | 7.01 |
| Technology | 3.81 | 4.96 |
| Automobile | 7.06 | 2.92 |
| Insurance | 1.22 | 2 |
| Metals & Mining | 1.61 | 2.46 |
| Materials | 2.44 | 4.45 |
| Services | 9.46 | 8.25 |
| Consumer Discretionary | 0.89 | 2.95 |
| Chemicals | 4.74 | 1.54 |
| Communication | 3.87 | 1.54 |
| Construction | 2.17 | 6.97 |
| Diversified | 2.1 | - |
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