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Bajaj Finserv Flexi Cap Fund Regular vs Edelweiss Flexi Cap Fund compare
Bajaj Finserv Flexi Cap Fund Regular - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Very High |
| Asset Size (Cr) | ₹4046 Cr | ₹2376 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2023 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 49% |
| Expense Ratio | 1.85 | 1.96 |
| Manager | Siddharth Chaudhary | Trideep Bhattacharya |
| ISIN Code | INF0QA701383 | INF843K01KN5 |
| 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.98% | 2.47% |
| 6 Month | -1.41% | -5.17% |
| 1 Year | 13.96% | 9.63% |
| 3 Year | - | 20.58% |
| 5 Year | - | 24.27% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.13% | 2.21% |
| 1 Year | -4.05% | -5.08% |
| 3 Year | - | 16.44% |
| 5 Year | - | 17.46% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.65% | 13.42% |
| 3 Year | - | 15.07% |
| 5 Year | - | 14.75% |
Risk Management
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.087% |
| Sharp | - | 0.669% |
| Beta | - | 0.982% |
| Alpha | - | 1.49% |
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Fund Managers
| Scheme Name | Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Siddharth Chaudhary | Trideep Bhattacharya |
| Total AUM | ₹7136 Cr | ₹0 Cr |
| Funds Managed | 8 | 9 |
| Bajaj Finserv Flexi Cap Fund Regular - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.53 | 4.82 |
| Large Cap | 59.94 | 64.14 |
| Small Cap | 20.7 | 9.1 |
| Mid Cap | 14.82 | 21.94 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Flexi Cap Fund Regular - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.55 | 3.68 |
| Energy | 4.6 | 3.64 |
| Industrials | 12.1 | 13.92 |
| Technology | 9.2 | 13.38 |
| Communication Services | 3.96 | 3.41 |
| Consumer Defensive | 10.93 | 5.24 |
| Financial Services | 24.7 | 29.79 |
| Basic Materials | 3.24 | 3.32 |
| Healthcare | 12.17 | 7.13 |
| Consumer Cyclical | 13.54 | 11.36 |
| Utilities | - | 3.55 |
| Real Estate | - | 1.58 |
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