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 | 1.35% | 0.45% |
| 6 Month | 3.43% | 5.83% |
| 1 Year | 6.22% | 7.61% |
| 3 Year | - | 24.74% |
| 5 Year | - | 22.31% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.52% | 1.39% |
| 1 Year | 11.12% | 13.9% |
| 3 Year | - | 19.57% |
| 5 Year | - | 20.64% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 5.78% | 12.94% |
| 3 Year | - | 12.5% |
| 5 Year | - | 11.54% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.31% |
| Sharp | - | 1.15% |
| Beta | - | 0.95% |
| Alpha | - | 4.33% |
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 | 5.23 | 9.63 |
| Large Cap | 50.13 | 34.4 |
| Mid Cap | 32.48 | 39.4 |
| Small Cap | 12.16 | 16.58 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.84 | 4.9 |
| Energy | 3.41 | 3.53 |
| Financial Services | 28.51 | 31.37 |
| Technology | 6.36 | 12.13 |
| Basic Materials | 8.81 | 4.84 |
| Industrials | 7.95 | 9.76 |
| Healthcare | 14.61 | 9.67 |
| Real Estate | 5 | 3.67 |
| Consumer Cyclical | 15.61 | 7.45 |
| Communication Services | 4.39 | 5.55 |
| Consumer Defensive | 3.51 | 6.22 |
| Utilities | 0 | 0.92 |
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