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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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

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 -5.39% -6.14%
6 Month 7.85% 16.33%
1 Year - 46.21%
3 Year - 23.4%
5 Year - 24.92%

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 - -
1 Year - 38.09%
3 Year - 35.92%
5 Year - -

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 - 29.62%
3 Year - 25.95%
5 Year - 25.77%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.23 5.38
Large Cap 48.07 35.19
Mid Cap 37.56 35.54
Small Cap 8.17 23.88

Sector Allocation

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

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns25.61%

VS

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns19.68%

Compare Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns13.41%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns11.18%

Compare Now

Tata Nifty MidSmall Healthcare Index Fund-Reg (G) Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns5.5%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns5.84%

Compare Now
Request call back
Add to Cart Successfully