Bajaj Finserv Large and Mid Cap Fund vs BANDHAN Core Equity Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2098 Cr | ₹9997 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 09 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 | % | 71% |
Expense Ratio | 2.06 | 1.78 |
Manager | Nimesh Chandan | Manish Gunwani |
ISIN Code | INF0QA701730 | INF194K01524 |
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 | Bandhan Core Equity Fund - Regular Plan - 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) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | -3.23% | -0.95% |
6 Month | 8.84% | 12.01% |
1 Year | 1% | 2.07% |
3 Year | - | 23.45% |
5 Year | - | 25.6% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.33% | 4.13% |
1 Year | 3.06% | 6.46% |
3 Year | - | 21.19% |
5 Year | - | 21.49% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 8.11% | 13.51% |
3 Year | - | 12.23% |
5 Year | - | 11.2% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.41% |
Sharp | - | 1.25% |
Beta | - | 0.95% |
Alpha | - | 7.90% |
Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Manish Gunwani |
Total AUM | ₹0 Cr | ₹8731 Cr |
Funds Managed | 8 | 4 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.19 | 8.16 |
Large Cap | 45.99 | 38.79 |
Mid Cap | 32.83 | 39.42 |
Small Cap | 13.99 | 13.63 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.16 | 5.26 |
Energy | 2.23 | 3.78 |
Financial Services | 27.48 | 29.98 |
Technology | 8.04 | 10.04 |
Consumer Cyclical | 11.44 | 9.6 |
Basic Materials | 13.86 | 7.25 |
Industrials | 12.07 | 9.53 |
Consumer Defensive | 7.78 | 6.73 |
Healthcare | 9.17 | 6.79 |
Real Estate | 1.52 | 3.67 |
Communication Services | 1.7 | 4.54 |
Utilities | 1.54 | 2.83 |
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