Bajaj Finserv Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Month | 5.69% | 7.55% |
6 Month | -11.02% | -12.86% |
1 Year | 10.31% | 7.75% |
3 Year | - | 19.39% |
5 Year | - | 31.02% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
6 Month | -4.7% | -4.61% |
1 Year | -7.35% | -9.32% |
3 Year | - | 17.95% |
5 Year | - | 21.63% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
1 Year | 7.52% | 14.17% |
3 Year | - | 10.86% |
5 Year | - | 11.39% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 14.902% |
Sharp | - | 0.746% |
Beta | - | 1.012% |
Alpha | - | 4.586% |
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Fund Managers
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 |
Funds Managed | 8 | 40 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 4.7 | 1.86 |
Large Cap | 56.6 | 46.7 |
Mid Cap | 32.07 | 36.35 |
Small Cap | 6.63 | 15.1 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HDFC Large and Mid Cap Fund - Growth Option |
---|---|---|
Others | 3.86 | 1.03 |
Energy | 4.85 | 3.19 |
Industrials | 10.36 | 11.76 |
Financial Services | 18.93 | 30.96 |
Technology | 8.55 | 11.17 |
Basic Materials | 9.09 | 5.38 |
Consumer Defensive | 9.05 | 2.49 |
Healthcare | 16.17 | 12.81 |
Consumer Cyclical | 11.77 | 13.16 |
Real Estate | 2.45 | 1.35 |
Communication Services | 4.92 | 2.8 |
Utilities | - | 3.91 |
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