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Bajaj Finserv Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1704 Cr | ₹3873 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 03 Apr 2019 |
| 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 | % | 68% |
| Expense Ratio | 2.06 | 1.91 |
| Manager | Nimesh Chandan | Cheenu Gupta |
| ISIN Code | INF0QA701730 | INF336L01NY9 |
| 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 | HSBC Large & Midcap Fund - 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) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.02% | 2.95% |
| 6 Month | -5.51% | -11.33% |
| 1 Year | 12.17% | 7.87% |
| 3 Year | - | 15.97% |
| 5 Year | - | 24.74% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.62% | -5.8% |
| 1 Year | -4.37% | -14.71% |
| 3 Year | - | 16.11% |
| 5 Year | - | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.52% | 21.03% |
| 3 Year | - | 19.46% |
| 5 Year | - | 21.66% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 16.811% |
| Sharp | - | 0.444% |
| Beta | - | 0.981% |
| Alpha | - | 1.122% |
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Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Nimesh Chandan | Cheenu Gupta |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 8 | 9 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.7 | 1.85 |
| Large Cap | 56.6 | 44.97 |
| Mid Cap | 32.07 | 40.28 |
| Small Cap | 6.63 | 12.89 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.86 | 1.85 |
| Energy | 4.85 | 0.02 |
| Industrials | 10.36 | 25.68 |
| Financial Services | 18.93 | 22.6 |
| Technology | 8.55 | 16.65 |
| Basic Materials | 9.09 | 1.65 |
| Consumer Defensive | 9.05 | 0.41 |
| Healthcare | 16.17 | 7.54 |
| Consumer Cyclical | 11.77 | 16.84 |
| Real Estate | 2.45 | 2.12 |
| Communication Services | 4.92 | 1.52 |
| Utilities | - | 3.11 |
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