Bajaj Finserv Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1704 Cr | ₹2420 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 31 Dec 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 | % | 119% |
Expense Ratio | 2.06 | 1.96 |
Manager | Nimesh Chandan | Abhinav Khandelwal |
ISIN Code | INF0QA701730 | INF174V01911 |
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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.76% | -4.96% |
6 Month | -10.15% | -14.22% |
1 Year | - | -3.42% |
3 Year | - | 13.22% |
5 Year | - | 18.5% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | - | -15.75% |
3 Year | - | 12.12% |
5 Year | - | 17.46% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | - | 27.08% |
3 Year | - | 23.63% |
5 Year | - | 20.22% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.32% |
Sharp | - | 0.49% |
Beta | - | 0.96% |
Alpha | - | -2.64% |
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) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Abhinav Khandelwal |
Total AUM | ₹0 Cr | ₹5522 Cr |
Fund Manage | 8 | 5 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.9 | 6.51 |
Large Cap | 54.44 | 42.96 |
Mid Cap | 35.86 | 35.08 |
Small Cap | 7.8 | 15.45 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.9 | 6.51 |
Petroleum Products | 2.67 | 5.35 |
Electrical Equipment | 2.19 | 1.55 |
Finance | 6 | 4.97 |
IT - Software | 6.09 | 8.61 |
Transport Services | 2.53 | 3.25 |
Construction | 2.07 | - |
Diversified FMCG | 5.92 | 4.64 |
Banks | 12.55 | 12.14 |
Pharmaceuticals & Biotechnology | 17.52 | 7.53 |
Leisure Services | 3.04 | 1.62 |
Consumer Durables | 6.35 | 0.98 |
Realty | 2.43 | - |
Auto Components | 3.6 | 6.75 |
Telecom - Services | 3.92 | 1.43 |
Insurance | 2.59 | 2.84 |
Entertainment | 0.48 | - |
Agricultural Food & other Products | 1.46 | 1.01 |
Industrial Products | 1.36 | 1.35 |
Food Products | 0.44 | - |
Chemicals & Petrochemicals | 1.57 | - |
Cement & Cement Products | 1.93 | 1.41 |
Consumable Fuels | 1.25 | - |
Personal Products | 1.16 | 1.32 |
Fertilizers & Agrochemicals | 1.89 | 3.2 |
Retailing | 2.06 | 2.42 |
Beverages | 1.51 | 1.19 |
Capital Markets | 1.32 | 6.57 |
Textiles & Apparels | 1.69 | - |
Transport Infrastructure | 0.51 | - |
IT - Services | - | 0.94 |
Agricultural, Commercial & Construction Vehicles | - | 0.67 |
Automobiles | - | 2.28 |
Gas | - | 0.97 |
Oil | - | 0.98 |
Other Utilities | - | 0.87 |
Power | - | 3.59 |
Industrial Manufacturing | - | 2.12 |
Paper, Forest & Jute Products | - | 0.94 |
Top Comparisons
ITI Balanced Advantage Fund Regular - Growth
3Y Returns7.95%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.09%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns6.1%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns13.28%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns13.28%
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth
3Y Returns18.66%
Tata Young Citizens Fund -Regular Plan-Growth Option
3Y Returns11.92%