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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) | ₹2091 Cr | ₹26158 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 | 2.58% | 3.2% |
| 6 Month | 14.15% | 18.22% |
| 1 Year | -2.12% | -1.68% |
| 3 Year | - | 20.44% |
| 5 Year | - | 25.38% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.75% | 4.07% |
| 1 Year | 8.32% | 12.32% |
| 3 Year | - | 18.23% |
| 5 Year | - | 19.9% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 8.11% | 13.53% |
| 3 Year | - | 11.24% |
| 5 Year | - | 11.53% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.05% |
| Sharp | - | 0.85% |
| Beta | - | 1.03% |
| Alpha | - | 4.53% |
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 | 7.19 | 3.57 |
| Large Cap | 45.99 | 44.13 |
| Mid Cap | 32.83 | 38.11 |
| Small Cap | 13.99 | 14.19 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HDFC Large and Mid Cap Fund - Growth Option |
|---|---|---|
| Others | 3.16 | 0.65 |
| Energy | 2.23 | 3.12 |
| Financial Services | 27.48 | 30.65 |
| Technology | 8.04 | 9.6 |
| Consumer Cyclical | 11.44 | 13.7 |
| Basic Materials | 13.86 | 6.59 |
| Industrials | 12.07 | 10.83 |
| Consumer Defensive | 7.78 | 2.6 |
| Healthcare | 9.17 | 12.95 |
| Real Estate | 1.52 | 2.4 |
| Communication Services | 1.7 | 3.21 |
| Utilities | 1.54 | 3.7 |
Top Comparisons
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