Bajaj Finserv Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart 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) | ₹1553 Cr | ₹3976 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 30 Jul 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 | 2.06 | 1.96 |
| Manager | Nimesh Chandan | V Srivatsa |
| ISIN Code | INF0QA701730 | INF789F01869 |
| 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 | UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -3.56% | -4.29% |
| 6 Month | -3.07% | -3.9% |
| 1 Year | - | 18.96% |
| 3 Year | - | 18.91% |
| 5 Year | - | 21.21% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | 7.22% |
| 3 Year | - | 24.12% |
| 5 Year | - | 24.72% |
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | - | 9.13% |
| 3 Year | - | 8.77% |
| 5 Year | - | 10.7% |
| 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 | - | 1.01% |
| Beta | - | 0.92% |
| Alpha | - | 3.79% |
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| Scheme 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 | 1.9 | 5.17 |
| Large Cap | 54.44 | 45.28 |
| Mid Cap | 35.86 | 37.38 |
| Small Cap | 7.8 | 12.2 |
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.9 | 5.17 |
| Petroleum Products | 2.67 | 1.73 |
| Electrical Equipment | 2.19 | - |
| Finance | 6 | 4.84 |
| IT - Software | 6.09 | 9.63 |
| Transport Services | 2.53 | 2.93 |
| Construction | 2.07 | 1.73 |
| Diversified FMCG | 5.92 | 3.74 |
| Banks | 12.55 | 20.76 |
| Pharmaceuticals & Biotechnology | 17.52 | 6.78 |
| Leisure Services | 3.04 | 2.22 |
| Consumer Durables | 6.35 | 1.34 |
| Realty | 2.43 | 1.63 |
| Auto Components | 3.6 | 1.74 |
| Telecom - Services | 3.92 | 5.34 |
| Insurance | 2.59 | 5.66 |
| Entertainment | 0.48 | 0.89 |
| Agricultural Food & other Products | 1.46 | - |
| Industrial Products | 1.36 | 0.35 |
| Food Products | 0.44 | - |
| Chemicals & Petrochemicals | 1.57 | 0.74 |
| Cement & Cement Products | 1.93 | 2.96 |
| Consumable Fuels | 1.25 | - |
| Personal Products | 1.16 | 0.68 |
| Fertilizers & Agrochemicals | 1.89 | 1.4 |
| Retailing | 2.06 | - |
| Beverages | 1.51 | - |
| Capital Markets | 1.32 | 2.48 |
| Textiles & Apparels | 1.69 | 2.2 |
| Transport Infrastructure | 0.51 | - |
| Healthcare Services | - | 1.43 |
| Automobiles | - | 2.85 |
| Gas | - | 1.98 |
| Diversified Metals | - | 2.53 |
| Ferrous Metals | - | 1.22 |
| Other Consumer Services | - | 0.83 |
| Power | - | 1.61 |
| Paper, Forest & Jute Products | - | 0.64 |
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