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) | ₹2126 Cr | ₹10818 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 | 3.59% | 3.61% |
| 6 Month | 7.31% | 11.07% |
| 1 Year | 3.63% | 7.37% |
| 3 Year | - | 23.52% |
| 5 Year | - | 25.77% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.85% | 1.43% |
| 1 Year | 4.6% | 11% |
| 3 Year | - | 19.26% |
| 5 Year | - | 20.22% |
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% | 13.21% |
| 3 Year | - | 12.32% |
| 5 Year | - | 11.26% |
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 | 6.86 | 8.81 |
| Large Cap | 50.83 | 35.86 |
| Mid Cap | 30.62 | 40.89 |
| Small Cap | 11.68 | 14.44 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Bandhan Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.54 | 5.11 |
| Energy | 1.69 | 3.74 |
| Financial Services | 25.4 | 28.6 |
| Technology | 7.93 | 8.77 |
| Consumer Cyclical | 14.12 | 11.03 |
| Basic Materials | 11.87 | 8.26 |
| Industrials | 11.62 | 8.68 |
| Consumer Defensive | 6.58 | 7.48 |
| Healthcare | 11.12 | 7.68 |
| Real Estate | 1.96 | 3.49 |
| Communication Services | 1.5 | 5.45 |
| Utilities | 1.68 | 1.71 |
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