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Bajaj Finserv Large and Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
ICICI Prudential Large & Mid Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1704 Cr | ₹18624 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 09 Jul 1998 |
| 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 | % | 55% |
| Expense Ratio | 2.06 | 1.7 |
| Manager | Nimesh Chandan | Sharmila D'mello |
| ISIN Code | INF0QA701730 | INF109K01431 |
| 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 | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 1 Month | 4.93% | 6.63% |
| 6 Month | -7.07% | -2.91% |
| 1 Year | 10.53% | 12.59% |
| 3 Year | - | 19.73% |
| 5 Year | - | 29.72% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 6 Month | -4.18% | -0.66% |
| 1 Year | -10.7% | -3.91% |
| 3 Year | - | 18.91% |
| 5 Year | - | 21.93% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 1 Year | 7.52% | 15.75% |
| 3 Year | - | 15.59% |
| 5 Year | - | 15.62% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 12.563% |
| Sharp | - | 0.987% |
| Beta | - | 0.848% |
| Alpha | - | 6.911% |
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Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Name | Nimesh Chandan | Sharmila D'mello |
| Total AUM | ₹0 Cr | ₹354743 Cr |
| Funds Managed | 8 | 35 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Others | 4.7 | 6.9 |
| Large Cap | 56.6 | 45.29 |
| Mid Cap | 32.07 | 37.45 |
| Small Cap | 6.63 | 10.36 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Others | 3.86 | 6.59 |
| Energy | 4.85 | 3.45 |
| Industrials | 10.36 | 7.93 |
| Financial Services | 18.93 | 22.79 |
| Technology | 8.55 | 3.66 |
| Basic Materials | 9.09 | 13.72 |
| Consumer Defensive | 9.05 | 8.68 |
| Healthcare | 16.17 | 4.64 |
| Consumer Cyclical | 11.77 | 23.75 |
| Real Estate | 2.45 | 0 |
| Communication Services | 4.92 | 2.43 |
| Utilities | - | 2.34 |
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