Bajaj Finserv Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹5842 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 09 Aug 2007 |
| 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 | % | 73% |
| Expense Ratio | 2.18 | 1.82 |
| Manager | Nimesh Chandan | Aditya Khemani |
| ISIN Code | INF0QA701730 | INF205K01247 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | -5.39% | -6.1% |
| 6 Month | 7.85% | 11.97% |
| 1 Year | - | 39.42% |
| 3 Year | - | 19.2% |
| 5 Year | - | 20.07% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 30.48% |
| 3 Year | - | 30.28% |
| 5 Year | - | 25.61% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | - | 13.29% |
| 3 Year | - | 14.17% |
| 5 Year | - | 14.63% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | - | 12.64% |
| Sharp | - | 0.92% |
| Beta | - | 0.97% |
| Alpha | - | 2.17% |
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| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Name | Nimesh Chandan | Aditya Khemani |
| Total AUM | ₹0 Cr | ₹12070 Cr |
| Fund Manage | 8 | 3 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 6.23 | 5.99 |
| Large Cap | 48.07 | 47.15 |
| Mid Cap | 37.56 | 39.25 |
| Small Cap | 8.17 | 7.61 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.77 | 1.48 |
| Energy | 6.12 | 2.97 |
| Capital Goods | 11.49 | 10.53 |
| Services | 9.01 | 12.88 |
| Construction | 5.02 | 6.83 |
| Metals & Mining | 4.08 | 3.55 |
| Consumer Staples | 10.82 | 1.91 |
| Financial | 13.25 | 22.74 |
| Healthcare | 8.83 | 10.05 |
| Automobile | 6.01 | 5.83 |
| Insurance | 2.34 | 2.81 |
| Communication | 4.24 | 3.12 |
| Consumer Discretionary | 3.79 | 5.66 |
| Chemicals | 6.35 | - |
| Technology | 2.25 | 4.06 |
| Materials | 1.19 | 5.58 |
| Textiles | 1.47 | - |
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