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) | ₹2091 Cr | ₹10231 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 | 2.81% | 3.53% |
6 Month | 13.46% | 17.9% |
1 Year | -1.85% | -1.37% |
3 Year | - | 24.13% |
5 Year | - | 25.25% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.75% | 5.04% |
1 Year | 8.32% | 14.21% |
3 Year | - | 22.16% |
5 Year | - | 21.88% |
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 | - | 13.47% |
Sharp | - | 1.11% |
Beta | - | 0.96% |
Alpha | - | 8.04% |
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 | 6.92 | 11.37 |
Large Cap | 49.06 | 35.72 |
Mid Cap | 31.5 | 38.99 |
Small Cap | 12.51 | 13.92 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.33 | 7.95 |
Energy | 1.71 | 3.63 |
Financial Services | 24.66 | 26.86 |
Technology | 7.96 | 10.22 |
Consumer Cyclical | 14.89 | 10.3 |
Basic Materials | 13.52 | 7.48 |
Industrials | 11.9 | 9.23 |
Consumer Defensive | 8.13 | 7.13 |
Healthcare | 9.87 | 7.08 |
Real Estate | 1.51 | 3.34 |
Communication Services | 0.7 | 4.78 |
Utilities | 1.81 | 2.01 |
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