Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Large and Mid Cap Fund vs Nippon India Vision Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Vision Fund-Growth Plan-Growth Option

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) Nippon India Vision Fund-Growth Plan-Growth Option
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) Nippon India Vision Fund-Growth Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1704 Cr ₹5353 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2024 08 Oct 1995
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 % 74%
Expense Ratio 2.06 1.96
Manager Nimesh Chandan Amar Kalkundrikar
ISIN Code INF0QA701730 INF204K01406
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 Nippon India Vision Fund - 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) Nippon India Vision Fund-Growth Plan-Growth Option
1 Month 3.02% 3.93%
6 Month -5.51% -3.4%
1 Year 12.17% 13.88%
3 Year - 19.31%
5 Year - 28.25%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Nippon India Vision Fund-Growth Plan-Growth Option
6 Month -0.62% 0.48%
1 Year -4.37% -1.32%
3 Year - 20.92%
5 Year - 21.11%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Nippon India Vision Fund-Growth Plan-Growth Option
1 Year 7.52% 18.28%
3 Year - 15.27%
5 Year - 14.62%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) Nippon India Vision Fund-Growth Plan-Growth Option
Standard Deviation - 14.058%
Sharp - 0.734%
Beta - 0.953%
Alpha - 4.157%

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) Nippon India Vision Fund-Growth Plan-Growth Option
Name Nimesh Chandan Amar Kalkundrikar
Total AUM ₹0 Cr ₹19671 Cr
Funds Managed 8 4
Bajaj Finserv Large and Mid Cap Fund - Reg (G) Nippon India Vision Fund-Growth Plan-Growth Option

Market Cap

Scheme Name

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

Nippon India Vision Fund-Growth Plan-Growth Option

Others 4.7 2.12
Large Cap 56.6 57.23
Mid Cap 32.07 40.65
Small Cap 6.63 0

Sector Allocation

Scheme Name

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

Nippon India Vision Fund-Growth Plan-Growth Option

Others 3.86 2.12
Energy 4.85 5.08
Industrials 10.36 11.87
Financial Services 18.93 21.39
Technology 8.55 15.01
Basic Materials 9.09 8.1
Consumer Defensive 9.05 4.91
Healthcare 16.17 8.48
Consumer Cyclical 11.77 13.77
Real Estate 2.45 1.15
Communication Services 4.92 3.95
Utilities - 4.18

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns19.55%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns17.05%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns14.6%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns14.31%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns16.45%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns17.86%

VS

Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Growth Fund-Regular Plan - IDCW PAYOUT

3Y Returns17.82%

Compare Now
Add to Cart Successfully