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Bajaj Finserv Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

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tortoise-icon Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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) ₹1704 Cr ₹8447 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 27 Feb 2024 17 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 2.06 1.73
Manager Nimesh Chandan Rakesh Shetty
ISIN Code INF0QA701730 INF247L01965
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 Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month 5.69% 10.59%
6 Month -11.02% -14.41%
1 Year 10.31% 13.83%
3 Year - 24.29%
5 Year - 29.69%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month -4.7% -9.92%
1 Year -7.35% -9.86%
3 Year - 23.23%
5 Year - 23.63%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year 7.52% 31.85%
3 Year - 25.93%
5 Year - 25.61%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation - 16.577%
Sharp - 0.899%
Beta - 0.963%
Alpha - 7.354%

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Fund Managers

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
Funds Managed 8 19
Bajaj Finserv Large and Mid Cap Fund - Reg (G) Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Market Cap

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 4.7 4.04
Large Cap 56.6 35.63
Mid Cap 32.07 39.29
Small Cap 6.63 21.04

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Others 3.86 2.08
Energy 4.85 -
Industrials 10.36 29.6
Financial Services 18.93 14.33
Technology 8.55 10.92
Basic Materials 9.09 3.12
Consumer Defensive 9.05 -
Healthcare 16.17 1.96
Consumer Cyclical 11.77 26.27
Real Estate 2.45 5.68
Communication Services 4.92 6.04

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