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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) | ₹2126 Cr | ₹26949 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 | 2.29% | 1.16% |
| 6 Month | 6.85% | 8.71% |
| 1 Year | 3.34% | 4.4% |
| 3 Year | - | 19.8% |
| 5 Year | - | 25.5% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.08% | 4.39% |
| 1 Year | 12.57% | 16.85% |
| 3 Year | - | 18.09% |
| 5 Year | - | 19.54% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 5.78% | 13.35% |
| 3 Year | - | 11.41% |
| 5 Year | - | 11.57% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.90% |
| Sharp | - | 0.96% |
| Beta | - | 1.01% |
| Alpha | - | 1.34% |
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 | 6.86 | 3.81 |
| Large Cap | 50.83 | 44.55 |
| Mid Cap | 30.62 | 38.19 |
| Small Cap | 11.68 | 13.45 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 4.54 | 0.73 |
| Energy | 1.69 | 3.18 |
| Financial Services | 25.4 | 30.08 |
| Technology | 7.93 | 9.66 |
| Consumer Cyclical | 14.12 | 14.45 |
| Basic Materials | 11.87 | 6.85 |
| Industrials | 11.62 | 10.27 |
| Consumer Defensive | 6.58 | 2.74 |
| Healthcare | 11.12 | 12.85 |
| Real Estate | 1.96 | 2.33 |
| Communication Services | 1.5 | 3.14 |
| Utilities | 1.68 | 3.73 |
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