Bajaj Finserv Large and Mid Cap Fund vs BANDHAN Core Equity Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Invest Now

tortoise-icon BANDHAN Core Equity Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹982 Cr ₹5350 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 2.18 1.85
Manager Nimesh Chandan Manish Gunwani
ISIN Code INF0QA701730 INF194K01524
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
1 Month 2.29% 3.65%
6 Month - 26.24%
1 Year - 58.3%
3 Year - 27.55%
5 Year - 26.87%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
6 Month - -
1 Year 7.18% 22.61%
3 Year 7.18% 55.55%
5 Year 7.18% 100.13%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
1 Year 10.53% 26.71%
3 Year 10.53% 72.18%
5 Year 10.53% 108.92%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
Standard Deviation - 12.84%
Sharp - 1.39%
Beta - 0.93%
Alpha - 3.83%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth
Name Nimesh Chandan Manish Gunwani
Total AUM ₹0 Cr ₹8731 Cr
Fund Manage 8 4
Bajaj Finserv Large and Mid Cap Fund - Reg (G) BANDHAN Core Equity Fund - Regular Plan - Growth

Market Cap

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

BANDHAN Core Equity Fund - Regular Plan - Growth

Large Cap 48.07 44.47
Mid Cap 37.56 36.32
Others 6.23 3.3
Small Cap 8.17 15.95

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

BANDHAN Core Equity Fund - Regular Plan - Growth

Financial 13.25 -
Energy 6.12 -
Communication 4.24 -
Capital Goods 11.49 -
Technology 2.25 -
Automobile 6.01 -
Healthcare 8.83 -
Others 3.77 3.3
Construction 5.02 2.81
Consumer Staples 10.82 -
Consumer Discretionary 3.79 -
Chemicals 6.35 -
Services 9.01 -
Textiles 1.47 -
Metals & Mining 4.08 -
Insurance 2.34 1.82
Materials 1.19 -
Banks - 16.01
Petroleum Products - 3.92
IT - Software - 6.63
Telecom - Services - 3.07
Retailing - 5.19
Automobiles - 3.57
Transport Services - 2.26
Realty - 2.85
Finance - 6.76
Textiles & Apparels - 1.3
Pharmaceuticals & Biotechnology - 7.13
Auto Components - 4.47
Oil - 1.55
Diversified FMCG - 2.01
Financial Technology (Fintech) - 1.81
Agricultural, Commercial & Construction Vehicles - 0.99
Cement & Cement Products - 2.01
Healthcare Services - 1.47
Electrical Equipment - 3.53
Power - 1.72
Diversified - 0.84
Consumer Durables - 1.39
Industrial Products - 3.09
Commercial Services & Supplies - 1.09
Capital Markets - 0.98
Minerals & Mining - 0.68
Entertainment - 0.64
Leisure Services - 1.05
Fertilizers & Agrochemicals - 0.56
Chemicals & Petrochemicals - 0.92
Non - Ferrous Metals - 0.45
Gas - 0.42
Ferrous Metals - 0.8
Beverages - 0.37
Industrial Manufacturing - 0.34
IT - Services - 0.24

Top Comparisons

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns21.31%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns30.36%

Compare Now

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns12.18%

VS

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns12.21%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns23.05%

VS

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns15.15%

Compare Now

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns27.58%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns22.88%

Compare Now
Request call back
Add to Cart Successfully