Bajaj Finserv Large and Mid Cap Fund vs BANDHAN Core Equity Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
BANDHAN Core Equity Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1704 Cr | ₹7574 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 09 Aug 2005 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | 71% |
Expense Ratio | 2.06 | 1.78 |
Manager | Nimesh Chandan | Manish Gunwani |
ISIN Code | INF0QA701730 | INF194K01524 |
Exits Load | Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | Bandhan Core Equity 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 Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.93% | 7.2% |
6 Month | -7.07% | -7.3% |
1 Year | 10.53% | 11.48% |
3 Year | - | 21.36% |
5 Year | - | 28.65% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
6 Month | -4.18% | -3.5% |
1 Year | -10.7% | -10.13% |
3 Year | - | 19.98% |
5 Year | - | 21.29% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.52% | 14.23% |
3 Year | - | 11.91% |
5 Year | - | 10.96% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 14.642% |
Sharp | - | 0.906% |
Beta | - | 0.97% |
Alpha | - | 6.978% |
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Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Manish Gunwani |
Total AUM | ₹0 Cr | ₹8731 Cr |
Funds Managed | 8 | 4 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | BANDHAN Core Equity Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 4.7 | 8.52 |
Large Cap | 56.6 | 43.7 |
Mid Cap | 32.07 | 35.19 |
Small Cap | 6.63 | 12.59 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
BANDHAN Core Equity Fund - Regular Plan - Growth |
---|---|---|
Others | 3.86 | 8.45 |
Energy | 4.85 | 2.62 |
Industrials | 10.36 | 9.41 |
Financial Services | 18.93 | 25.96 |
Technology | 8.55 | 8.49 |
Basic Materials | 9.09 | 9.93 |
Consumer Defensive | 9.05 | 6.69 |
Healthcare | 16.17 | 10.8 |
Consumer Cyclical | 11.77 | 10.63 |
Real Estate | 2.45 | 2.87 |
Communication Services | 4.92 | 3.05 |
Utilities | - | 1.11 |
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