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Bajaj Finserv Large and Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1704 Cr | ₹2916 Cr | ₹2916 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹500 | ₹500 |
| Launch Date | 27 Feb 2024 | 25 Feb 2015 | 25 Feb 2015 |
| Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | % | % | 46% |
| Expense Ratio | 2.06 | 1.9 | 1.9 |
| Manager | Nimesh Chandan | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF0QA701730 | INF767K01NB5 | INF767K01NB5 |
| 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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -5.67% | -4.82% | -4.82% |
| 6 Month | -11.81% | -13.55% | -13.55% |
| 1 Year | 7.63% | 9.09% | 9.09% |
| 3 Year | - | 15.79% | 15.79% |
| 5 Year | - | 16.96% | 16.96% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | -9% | -10.41% | -10.41% |
| 1 Year | -12.64% | -14.24% | -14.24% |
| 3 Year | - | 13.83% | 13.83% |
| 5 Year | - | 16.09% | 16.09% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | - | 13.91% | 13.91% |
| 3 Year | - | 15.15% | 15.15% |
| 5 Year | - | 14.36% | 14.36% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | - | 14.185% | 14.185% |
| Sharp | - | 0.569% | 0.569% |
| Beta | - | 0.925% | 0.925% |
| Alpha | - | 0.874% | 0.874% |
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Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Nimesh Chandan | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹0 Cr | ₹5898 Cr | ₹5898 Cr |
| Fund Manage | 8 | 7 | 7 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 4.70037 | 6.28382 | 6.28382 |
| Large Cap | 56.59672 | 40.11095 | 40.11095 |
| Mid Cap | 32.06918 | 36.45385 | 36.45385 |
| Small Cap | 6.63371 | 17.1514 | 17.1514 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 3.85822 | 3.85589 | 3.85589 |
| Energy | 4.85225 | 3.14456 | 3.14456 |
| Industrials | 10.35526 | 22.2016 | 22.2016 |
| Financial Services | 18.92646 | 24.5258 | 24.5258 |
| Technology | 8.5467 | 6.13968 | 6.13968 |
| Basic Materials | 9.09496 | 9.15972 | 9.15972 |
| Consumer Defensive | 9.05405 | 2.7721 | 2.7721 |
| Healthcare | 16.17251 | 6.48207 | 6.48207 |
| Consumer Cyclical | 11.77231 | 16.40821 | 16.40821 |
| Real Estate | 2.44526 | 1.15785 | 1.15785 |
| Communication Services | 4.922 | 1.74181 | 1.74181 |
| Utilities | - | 2.41073 | 2.41073 |
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