Bajaj Finserv Large and Mid Cap Fund vs Quant Large and Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1704 Cr | ₹3612 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 09 Jan 2007 |
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 | % | % |
Expense Ratio | 2.06 | 1.9 |
Manager | Nimesh Chandan | Sanjeev Sharma |
ISIN Code | INF0QA701730 | INF966L01341 |
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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 5.69% | 8.15% |
6 Month | -11.02% | -17.67% |
1 Year | 10.31% | -2.25% |
3 Year | - | 17.05% |
5 Year | - | 29.97% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -4.7% | -6.71% |
1 Year | -7.35% | -19.49% |
3 Year | - | 15.33% |
5 Year | - | 19.87% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 7.52% | - |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | - | 16.673% |
Sharp | - | 0.777% |
Beta | - | 1.094% |
Alpha | - | 4.454% |
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Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Nimesh Chandan | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 8 | 22 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 4.7 | 12.41 |
Large Cap | 56.6 | 46.43 |
Mid Cap | 32.07 | 40.82 |
Small Cap | 6.63 | 0.34 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.86 | 12.41 |
Energy | 4.85 | 9.95 |
Industrials | 10.36 | 16.07 |
Financial Services | 18.93 | 14.03 |
Technology | 8.55 | - |
Basic Materials | 9.09 | 9.3 |
Consumer Defensive | 9.05 | 18.28 |
Healthcare | 16.17 | 6.82 |
Consumer Cyclical | 11.77 | 6.97 |
Real Estate | 2.45 | - |
Communication Services | 4.92 | 1.8 |
Utilities | - | 4.37 |
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