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

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
Asset Size (Cr)	₹1704 Cr	₹23140 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	2.06	1.66
Manager	Nimesh Chandan	Dhruv Muchhal
ISIN Code	INF0QA701730	INF179KA1RT1
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	HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
1 Month	-3.76%	-4.15%
6 Month	-10.15%	-11.98%
1 Year	-	4.25%
3 Year	-	18.32%
5 Year	-	20.77%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
6 Month	-	-
1 Year	-	-9.87%
3 Year	-	17.14%
5 Year	-	21.84%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
1 Year	-	14.17%
3 Year	-	10.86%
5 Year	-	11.39%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Standard Deviation	-	14.351%
Sharp	-	0.85%
Beta	-	1.009%
Alpha	-	4.332%

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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	1.9	1.31
Large Cap	54.44	49.45
Mid Cap	35.86	37.04
Small Cap	7.8	12.2

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HDFC Large and Mid Cap Fund - Growth Option
Others	1.9	1.31
Petroleum Products	2.67	2.61
Electrical Equipment	2.19	0.53
Finance	6	8.81
IT - Software	6.09	8.83
Transport Services	2.53	1.5
Construction	2.07	1.62
Diversified FMCG	5.92	1.06
Banks	12.55	18.76
Pharmaceuticals & Biotechnology	17.52	9.22
Leisure Services	3.04	1.76
Consumer Durables	6.35	2.53
Realty	2.43	1.73
Auto Components	3.6	4.16
Telecom - Services	3.92	2.22
Insurance	2.59	3.09
Entertainment	0.48	0.64
Agricultural Food & other Products	1.46	0.52
Industrial Products	1.36	1.45
Food Products	0.44	-
Chemicals & Petrochemicals	1.57	1.98
Cement & Cement Products	1.93	1.18
Consumable Fuels	1.25	-
Personal Products	1.16	0.49
Fertilizers & Agrochemicals	1.89	1.03
Retailing	2.06	2.21
Beverages	1.51	0.55
Capital Markets	1.32	0.99
Textiles & Apparels	1.69	0.23
Transport Infrastructure	0.51	0.05
IT - Services	-	0.07
Industrial Manufacturing	-	0.9
Healthcare Services	-	3.08
Non - Ferrous Metals	-	0.72
Agricultural, Commercial & Construction Vehicles	-	1.58
Automobiles	-	3.3
Aerospace & Defense	-	2.31
Ferrous Metals	-	1.1
Telecom - Equipment & Accessories	-	0.17
Gas	-	1.35
Oil	-	0.69
Financial Technology (Fintech)	-	0.6
Power	-	2.68
Commercial Services & Supplies	-	0.39