Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.47 | 58.73 | 2.67 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 49.76 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bajaj Finserv Flexi Cap Fund(IDCW) | 43.85% | — | 37.75% |
HDFC Flexi Cap Fund(IDCW) | 32.78% | 13.20% | 6.80% |
Kotak Flexicap Fund(IDCW-Payout) | 34.71% | 15.95% | 13.85% |
UTI Flexi Cap Fund(IDCW) | 26.91% | 5.68% | 12.63% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
7.65 %
Holdings
5.50 %
Holdings
4.46 %
Bajaj Finserv Asset Management Limited, a wholly owned subsidiary of Bajaj Finserv Limited, is backed by one of India’s most respected and oldest brands, it offers a host of innovative products and solutions to every Indian. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.
No.of Schemes
10
Total AUM
₹ 16,931.03 Cr.
Nimesh Chandan
AUM: ₹16,321.37 Cr.
|
Exp: 22yrs
Sorbh Gupta
AUM: ₹9,031.21 Cr.
|
Exp: 11yrs
Siddharth Chaudhary
AUM: ₹17,021.10 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data