Bajaj Finserv Large and Mid Cap Fund vs DSP Equity Opportunities Fund compare

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

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DSP Large & Mid Cap Fund - Regular Growth

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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)	DSP Large & Mid Cap Fund - Regular Growth
Fund	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹2245 Cr	₹16530 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	27 Feb 2024	16 May 2000
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	%	40%
Expense Ratio	2.06	1.7
Manager	Nimesh Chandan	Rohit Singhania
ISIN Code	INF0QA701730	INF740K01094
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	DSP Equity Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
1 Month	0.8%	1.56%
6 Month	3.61%	4.64%
1 Year	2.83%	2.89%
3 Year	-	19.24%
5 Year	-	19.79%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
6 Month	3.06%	3.92%
1 Year	13.95%	15.34%
3 Year	-	17.47%
5 Year	-	17.58%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
1 Year	5.78%	18.24%
3 Year	-	18.24%
5 Year	-	16.66%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
Standard Deviation	-	12.87%
Sharp	-	0.98%
Beta	-	0.95%
Alpha	-	1.43%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
Name	Nimesh Chandan	Rohit Singhania
Total AUM	₹0 Cr	₹46862 Cr
Funds Managed	8	7
	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
Others	5.89	2.22
Large Cap	47.7	52.61
Mid Cap	33.09	34.68
Small Cap	13.32	10.43

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	DSP Large & Mid Cap Fund - Regular Growth
Others	3.19	2.22
Energy	2.63	-
Financial Services	28.28	-
Technology	6.21	-
Consumer Cyclical	13.27	-
Basic Materials	11.57	-
Industrials	9.67	-
Consumer Defensive	3.92	-
Healthcare	13.3	-
Real Estate	3.97	-
Communication Services	3.01	-
Utilities	0.97	-
Telecom - Services	-	3.09
IT - Software	-	10.84
Cement & Cement Products	-	2.1
Construction	-	2.8
Finance	-	6.17
Retailing	-	0.83
Consumer Durables	-	1.92
Petroleum Products	-	3.17
Diversified FMCG	-	2.1
Non - Ferrous Metals	-	0.8
Pharmaceuticals & Biotechnology	-	7.93
Banks	-	23.56
Healthcare Services	-	2.76
Auto Components	-	6.47
Chemicals & Petrochemicals	-	1.56
Automobiles	-	2.63
Transport Services	-	1.03
Insurance	-	4.93
Gas	-	3.76
Fertilizers & Agrochemicals	-	1.09
Realty	-	1.69
Oil	-	1.92
Personal Products	-	1.1
Industrial Products	-	0.96
Power	-	1.34
Ferrous Metals	-	1.17