Bajaj Finserv Flexi Cap Fund Regular vs Tata Flexi Cap Fund compare

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tortoise-icon Bajaj Finserv Flexi Cap Fund Regular - Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

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

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 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

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month -5.13% -4.96%
6 Month 8.82% 7.03%
1 Year 31.66% 21.54%
3 Year - 10.92%
5 Year - 15.08%

SIP Return Analysis

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year 26.29% 18.14%
3 Year - 19.88%
5 Year - 18.41%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Bajaj Finserv Flexi Cap Fund Regular - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation - 11.4%
Sharp - 0.56%
Beta - 0.84%
Alpha - -0.86%

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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 4.88 7.91
Large Cap 50.37 46.17
Small Cap 32.66 23.69
Mid Cap 12.08 22.23

Sector Allocation

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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