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) | ₹2309 Cr | ₹12784 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 | 0.15% | -0.16% |
| 6 Month | -0.09% | 2.09% |
| 1 Year | 7.63% | 10.73% |
| 3 Year | - | 23.04% |
| 5 Year | - | 20.42% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.96% | 0.3% |
| 1 Year | 8.82% | 11.12% |
| 3 Year | - | 17.38% |
| 5 Year | - | 19.32% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.79% | 12.85% |
| 3 Year | - | 12.53% |
| 5 Year | - | 11.61% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 12.84% |
| Sharp | - | 1.24% |
| Beta | - | 0.95% |
| Alpha | - | 4.12% |
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 | 8.1 | 10.6 |
| Large Cap | 48.38 | 33.9 |
| Mid Cap | 32.01 | 38.85 |
| Small Cap | 11.5 | 16.66 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.37 | 3.9 |
| Energy | 3.37 | 3.78 |
| Technology | 6.91 | 11.25 |
| Basic Materials | 8.09 | 6.66 |
| Industrials | 6.63 | 10.68 |
| Financial Services | 26.54 | 32.98 |
| Healthcare | 16.99 | 8.96 |
| Real Estate | 3.74 | 3.63 |
| Consumer Cyclical | 17.41 | 6.09 |
| Communication Services | 4.72 | 5.76 |
| Consumer Defensive | 3.22 | 4.98 |
| Utilities | - | 1.33 |
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