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 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 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
3Y Returns5.65%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.57%
BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH
3Y Returns0%
Kotak Banking and PSU Debt - Growth
3Y Returns6.28%
HSBC Overnight Fund - Regular Growth
3Y Returns6.08%
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.11%
Kotak Emerging Equity Scheme - Growth
3Y Returns18.45%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns22.08%