Bajaj Finserv Flexi Cap Fund Regular vs DSP Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹4046 Cr | ₹11033 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 14 Aug 2023 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | % | 29% |
Expense Ratio | 1.85 | 1.74 |
Manager | Siddharth Chaudhary | Rohit Singhania |
ISIN Code | INF0QA701383 | INF740K01037 |
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 | DSP Flexi Cap Fund - Regular Plan - 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 | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 9.75% | 7.59% |
6 Month | 0.64% | -1.12% |
1 Year | 11.43% | 10.65% |
3 Year | - | 21.95% |
5 Year | - | 22.76% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 10.18% | 8.16% |
1 Year | 11.78% | 8.13% |
3 Year | - | 19.07% |
5 Year | - | 17.69% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 26.65% | 12.11% |
3 Year | - | 14.33% |
5 Year | - | 14.5% |
Risk Management
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.45% |
Sharp | - | 0.7% |
Beta | - | 0.98% |
Alpha | - | 1.15% |
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Fund Managers
Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Siddharth Chaudhary | Rohit Singhania |
Total AUM | ₹7136 Cr | ₹46862 Cr |
Funds Managed | 8 | 7 |
Bajaj Finserv Flexi Cap Fund Regular - Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.53 | 5.09 |
Large Cap | 59.94 | 58.83 |
Small Cap | 20.7 | 16.45 |
Mid Cap | 14.82 | 19.63 |
Sector Allocation
Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.55 | 5.09 |
Energy | 4.6 | - |
Industrials | 12.1 | - |
Technology | 9.2 | - |
Communication Services | 3.96 | - |
Consumer Defensive | 10.93 | - |
Financial Services | 24.7 | - |
Basic Materials | 3.24 | - |
Healthcare | 12.17 | - |
Consumer Cyclical | 13.54 | - |
IT - Software | - | 8.29 |
Capital Markets | - | 1.22 |
Finance | - | 13.78 |
Petroleum Products | - | 1.69 |
Diversified FMCG | - | 1.56 |
Non - Ferrous Metals | - | 0.75 |
Pharmaceuticals & Biotechnology | - | 7.98 |
Banks | - | 21.27 |
Electrical Equipment | - | 1.3 |
Chemicals & Petrochemicals | - | 2.48 |
Consumer Durables | - | 4.42 |
Telecom - Services | - | 4.27 |
Gas | - | 1.21 |
Industrial Products | - | 3.9 |
Automobiles | - | 0.43 |
Insurance | - | 3.31 |
Retailing | - | 2.26 |
Realty | - | 0.06 |
Oil | - | 0.97 |
Construction | - | 1.8 |
Healthcare Services | - | 1.43 |
Auto Components | - | 5.33 |
Personal Products | - | 0.48 |
Fertilizers & Agrochemicals | - | 0.07 |
Cement & Cement Products | - | 1.68 |
Textiles & Apparels | - | 0.86 |
Beverages | - | 2.11 |
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