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Bajaj Finserv Large and Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
HDFC Large and Mid Cap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1704 Cr | ₹23140 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 27 Feb 2024 | 18 Feb 1994 |
| 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 | % | 9.01% |
| Expense Ratio | 2.06 | 1.66 |
| Manager | Nimesh Chandan | Dhruv Muchhal |
| ISIN Code | INF0QA701730 | INF179KA1RT1 |
| 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 | HDFC Large and Mid Cap Fund - Regular - 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) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 2.75% | 2.92% |
| 6 Month | -3.35% | -3.65% |
| 1 Year | 9.09% | 5.76% |
| 3 Year | - | 19.64% |
| 5 Year | - | 28.14% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.28% | 1.59% |
| 1 Year | -4.19% | -3.84% |
| 3 Year | - | 19.08% |
| 5 Year | - | 21.77% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 7.52% | 14.17% |
| 3 Year | - | 10.86% |
| 5 Year | - | 11.39% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.902% |
| Sharp | - | 0.746% |
| Beta | - | 1.012% |
| Alpha | - | 4.586% |
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Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Name | Nimesh Chandan | Dhruv Muchhal |
| Total AUM | ₹0 Cr | ₹520687 Cr |
| Funds Managed | 8 | 40 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 4.7 | 1.86 |
| Large Cap | 56.6 | 46.7 |
| Mid Cap | 32.07 | 36.35 |
| Small Cap | 6.63 | 15.1 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 3.86 | 1.03 |
| Energy | 4.85 | 3.19 |
| Industrials | 10.36 | 11.76 |
| Financial Services | 18.93 | 30.96 |
| Technology | 8.55 | 11.17 |
| Basic Materials | 9.09 | 5.38 |
| Consumer Defensive | 9.05 | 2.49 |
| Healthcare | 16.17 | 12.81 |
| Consumer Cyclical | 11.77 | 13.16 |
| Real Estate | 2.45 | 1.35 |
| Communication Services | 4.92 | 2.8 |
| Utilities | - | 3.91 |
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