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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
Overview
| 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) | ₹1704 Cr | ₹4047 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 | 1.9 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.29% | 6.37% |
| 6 Month | -11.43% | -12.02% |
| 1 Year | 8.31% | 10.76% |
| 3 Year | - | 18.96% |
| 5 Year | - | 31.84% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.7% | -5.39% |
| 1 Year | -7.35% | -7.49% |
| 3 Year | - | 20.01% |
| 5 Year | - | 21.77% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.52% | 9.5% |
| 3 Year | - | 9.15% |
| 5 Year | - | 10.86% |
Risk Management
| 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 | - | 0.82% |
| Beta | - | 0.93% |
| Alpha | - | 3.15% |
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Fund Managers
| 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 |
| Funds Managed | 8 | 3 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.7 | 5.62 |
| Large Cap | 56.6 | 44.64 |
| Mid Cap | 32.07 | 37.19 |
| Small Cap | 6.63 | 12.55 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.86 | 3.44 |
| Energy | 4.85 | 2.44 |
| Industrials | 10.36 | 6.02 |
| Financial Services | 18.93 | 33.25 |
| Technology | 8.55 | 8.04 |
| Basic Materials | 9.09 | 11.45 |
| Consumer Defensive | 9.05 | 6.43 |
| Healthcare | 16.17 | 6.82 |
| Consumer Cyclical | 11.77 | 11.34 |
| Real Estate | 2.45 | 2.42 |
| Communication Services | 4.92 | 6.29 |
| Utilities | - | 2.07 |
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