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
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 | 3.02% | 3.28% |
6 Month | -5.51% | -11.21% |
1 Year | 12.17% | 15.01% |
3 Year | - | 23.58% |
5 Year | - | 29.55% |
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 | -0.62% | -5.25% |
1 Year | -4.37% | -9.34% |
3 Year | - | 22.93% |
5 Year | - | 23.33% |
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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