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) | ₹2245 Cr | ₹11799 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 | 3.1% | 2.32% |
| 6 Month | 5.77% | 8.53% |
| 1 Year | 8.34% | 12.18% |
| 3 Year | - | 23.94% |
| 5 Year | - | 24.1% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.64% | 4.49% |
| 1 Year | 13.2% | 19.72% |
| 3 Year | - | 21.77% |
| 5 Year | - | 21.59% |
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% | 13.04% |
| 3 Year | - | 12.44% |
| 5 Year | - | 11.43% |
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 | - | 1.18% |
| Beta | - | 0.94% |
| Alpha | - | 4.39% |
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 | 5.89 | 9.06 |
| Large Cap | 47.7 | 36.36 |
| Mid Cap | 33.09 | 40.01 |
| Small Cap | 13.32 | 14.57 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.19 | 4.61 |
| Energy | 2.63 | 3.64 |
| Financial Services | 28.28 | 31.72 |
| Technology | 6.21 | 9.95 |
| Consumer Cyclical | 13.27 | 8.12 |
| Basic Materials | 11.57 | 6.58 |
| Industrials | 9.67 | 9.16 |
| Consumer Defensive | 3.92 | 7.44 |
| Healthcare | 13.3 | 8.29 |
| Real Estate | 3.97 | 3.67 |
| Communication Services | 3.01 | 5.72 |
| Utilities | 0.97 | 1.11 |
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