Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

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) 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 Risk Very High Risk
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 -3.76% -8.5%
6 Month -10.15% -15.11%
1 Year - 7.68%
3 Year - 14.4%
5 Year - 16.14%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year - -14.41%
3 Year - 15.27%
5 Year - 17.75%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
1 Year - 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 - 15.618%
Sharp - 0.613%
Beta - 0.931%
Alpha - 2.312%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 1.9 5.47
Large Cap 54.44 38.58
Mid Cap 35.86 41.74
Small Cap 7.8 14.21

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.9 5.47
Petroleum Products 2.67 0.02
Electrical Equipment 2.19 17.12
Finance 6 1.01
IT - Software 6.09 7.87
Transport Services 2.53 -
Construction 2.07 0.63
Diversified FMCG 5.92 -
Banks 12.55 6.56
Pharmaceuticals & Biotechnology 17.52 2.87
Leisure Services 3.04 0.92
Consumer Durables 6.35 6.97
Realty 2.43 3.9
Auto Components 3.6 0.02
Telecom - Services 3.92 0.37
Insurance 2.59 -
Entertainment 0.48 -
Agricultural Food & other Products 1.46 -
Industrial Products 1.36 3.01
Food Products 0.44 -
Chemicals & Petrochemicals 1.57 -
Cement & Cement Products 1.93 0.65
Consumable Fuels 1.25 -
Personal Products 1.16 0.31
Fertilizers & Agrochemicals 1.89 -
Retailing 2.06 10.79
Beverages 1.51 0.06
Capital Markets 1.32 9.22
Textiles & Apparels 1.69 -
Transport Infrastructure 0.51 -
Healthcare Services - 2.16
Paper, Forest & Jute Products - 0.77
Aerospace & Defense - 4.66
Power - 3.74
Automobiles - 3.7
Industrial Manufacturing - 4.04
Financial Technology (Fintech) - 3.16

Top Comparisons

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns5.65%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.57%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns6.28%

Compare Now

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.08%

VS

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.11%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns18.45%

VS

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns22.08%

Compare Now
Add to Cart Successfully