Bajaj Finserv Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Chart Comparison
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹982 Cr | ₹4934 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 27 Feb 2024 | 01 Oct 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 | % | 70% |
| Expense Ratio | 2.18 | 1.84 |
| Manager | Nimesh Chandan | Rakesh Shetty |
| ISIN Code | INF0QA701730 | INF247L01965 |
| 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 of 1%, if redeemed within 15 days./365 |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Month | 2.29% | 6.9% |
| 6 Month | - | 28.28% |
| 1 Year | - | 57% |
| 3 Year | - | 26.25% |
| 5 Year | - | - |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.18% | 21.41% |
| 3 Year | 7.18% | 54.76% |
| 5 Year | 7.18% | 95.39% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| 1 Year | 10.53% | 29.12% |
| 3 Year | 10.53% | 74.72% |
| 5 Year | 10.53% | 106.51% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Standard Deviation | - | 13.45% |
| Sharp | - | 1.28% |
| Beta | - | 0.92% |
| Alpha | - | 2.85% |
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| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Name | Nimesh Chandan | Rakesh Shetty |
| Total AUM | ₹0 Cr | ₹33886 Cr |
| Fund Manage | 8 | 19 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 6.23 | 5.38 |
| Large Cap | 48.07 | 35.19 |
| Mid Cap | 37.56 | 35.54 |
| Small Cap | 8.17 | 23.88 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Motilal Oswal Large and Midcap Fund - Regular Plan Growth |
|---|---|---|
| Others | 3.77 | 1.5 |
| Energy | 6.12 | - |
| Capital Goods | 11.49 | 21.39 |
| Services | 9.01 | 21.51 |
| Construction | 5.02 | 9.44 |
| Metals & Mining | 4.08 | 1.86 |
| Consumer Staples | 10.82 | - |
| Financial | 13.25 | 15.47 |
| Healthcare | 8.83 | 8.96 |
| Automobile | 6.01 | 2.04 |
| Insurance | 2.34 | - |
| Communication | 4.24 | 3.31 |
| Consumer Discretionary | 3.79 | 7.77 |
| Chemicals | 6.35 | 2.09 |
| Technology | 2.25 | 2.34 |
| Materials | 1.19 | - |
| Textiles | 1.47 | - |
| Diversified | - | 2.31 |
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