Bajaj Finserv Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

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HDFC Large and Mid Cap Fund - Growth Option

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Overview

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Fund	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹982 Cr	₹21432 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	27 Feb 2024	18 Feb 1994
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	%	9.01%
Expense Ratio	2.18	1.68
Manager	Nimesh Chandan	Dhruv Muchhal
ISIN Code	INF0QA701730	INF179KA1RT1
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months./365	Exit load of 1% if redeemed within 1 year/365

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
1 Month	-5.34%	-6.36%
6 Month	7.9%	5.63%
1 Year	-	28.36%
3 Year	-	18.66%
5 Year	-	22.65%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
6 Month	-	-
1 Year	-	18.78%
3 Year	-	26.97%
5 Year	-	27.47%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
1 Year	-	14.01%
3 Year	-	10.73%
5 Year	-	11.31%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation	-	12.97%
Sharp	-	1.37%
Beta	-	0.96%
Alpha	-	3.24%

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Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Name	Nimesh Chandan	Dhruv Muchhal
Total AUM	₹0 Cr	₹520687 Cr
Fund Manage	8	40
	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Others	6.23	3.49
Large Cap	48.07	49.85
Mid Cap	37.56	34.39
Small Cap	8.17	12.27

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Others	3.77	2.51
Energy	6.12	-
Capital Goods	11.49	-
Services	9.01	-
Construction	5.02	1.57
Metals & Mining	4.08	-
Consumer Staples	10.82	-
Financial	13.25	-
Healthcare	8.83	-
Automobile	6.01	-
Insurance	2.34	2.48
Communication	4.24	-
Consumer Discretionary	3.79	-
Chemicals	6.35	-
Technology	2.25	-
Materials	1.19	-
Textiles	1.47	-
Automobiles	-	3.09
Telecom - Services	-	2.16
Petroleum Products	-	2.8
IT - Software	-	7.09
Auto Components	-	4.17
Pharmaceuticals & Biotechnology	-	8.21
IT - Services	-	0.08
Industrial Manufacturing	-	1
Cement & Cement Products	-	1.47
Finance	-	9.38
Healthcare Services	-	2.45
Banks	-	20.09
Diversified FMCG	-	0.81
Non - Ferrous Metals	-	0.48
Realty	-	2.19
Agricultural, Commercial & Construction Vehicles	-	0.85
Chemicals & Petrochemicals	-	2.06
Leisure Services	-	1.82
Aerospace & Defense	-	2.87
Ferrous Metals	-	1.34
Fertilizers & Agrochemicals	-	1
Telecom - Equipment & Accessories	-	0.21
Consumer Durables	-	2.77
Electrical Equipment	-	0.66
Personal Products	-	0.52
Transport Services	-	1.33
Industrial Products	-	1.98
Gas	-	1.44
Beverages	-	0.6
Entertainment	-	0.75
Agricultural Food & other Products	-	0.6
Oil	-	0.77
Retailing	-	1.83
Capital Markets	-	0.75
Financial Technology (Fintech)	-	0.52
Power	-	2.55
Commercial Services & Supplies	-	0.46
Textiles & Apparels	-	0.23
Transport Infrastructure	-	0.06