Bajaj Finserv Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Invest NowUTI Large & Mid Cap Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹982 Cr | ₹3441 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 01 Aug 2005 |
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 | % | 32% |
Expense Ratio | 2.18 | 2.01 |
Manager | Nimesh Chandan | V Srivatsa |
ISIN Code | INF0QA701730 | INF789F01869 |
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 less than 1 year/365 |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.29% | 6.2% |
6 Month | - | 30.44% |
1 Year | - | 48.34% |
3 Year | - | 23.48% |
5 Year | - | 25.74% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.18% | 20.28% |
3 Year | 7.18% | 48.68% |
5 Year | 7.18% | 94.84% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.53% | 26.93% |
3 Year | 10.53% | 69.55% |
5 Year | 10.53% | 104.13% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 12.33% |
Sharp | - | 1.22% |
Beta | - | 0.93% |
Alpha | - | 2.82% |
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Get Free Experts GuidanceScheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Nimesh Chandan | V Srivatsa |
Total AUM | ₹0 Cr | ₹7921 Cr |
Fund Manage | 8 | 3 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.23 | 1.84 |
Large Cap | 48.07 | 44.52 |
Mid Cap | 37.56 | 36.43 |
Small Cap | 8.17 | 11.62 |
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.77 | 0.11 |
Energy | 6.12 | - |
Capital Goods | 11.49 | - |
Services | 9.01 | - |
Construction | 5.02 | 2.05 |
Metals & Mining | 4.08 | - |
Consumer Staples | 10.82 | - |
Financial | 13.25 | - |
Healthcare | 8.83 | - |
Automobile | 6.01 | - |
Insurance | 2.34 | 4.7 |
Communication | 4.24 | - |
Consumer Discretionary | 3.79 | - |
Chemicals | 6.35 | - |
Technology | 2.25 | - |
Materials | 1.19 | - |
Textiles | 1.47 | - |
Automobiles | - | 3.96 |
Telecom - Services | - | 4.43 |
Petroleum Products | - | 2.77 |
IT - Software | - | 9.17 |
Cement & Cement Products | - | 1.97 |
Pharmaceuticals & Biotechnology | - | 7.43 |
Transport Services | - | 2.93 |
Non - Ferrous Metals | - | 0.85 |
Banks | - | 22.13 |
Healthcare Services | - | 1.17 |
Gas | - | 2.61 |
Diversified FMCG | - | 3.51 |
Fertilizers & Agrochemicals | - | 1.65 |
Diversified Metals | - | 1.27 |
Realty | - | 1.61 |
Ferrous Metals | - | 1.14 |
Oil | - | 1.32 |
Capital Markets | - | 1.54 |
Consumer Durables | - | 1.24 |
Textiles & Apparels | - | 2.29 |
Other Consumer Services | - | 0.52 |
Auto Components | - | 1.66 |
Chemicals & Petrochemicals | - | 0.8 |
Personal Products | - | 1.58 |
Finance | - | 3.75 |
Power | - | 1.21 |
Paper, Forest & Jute Products | - | 0.91 |
Leisure Services | - | 2.13 |
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