Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular 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) HSBC Large & Mid Cap Fund - Regular Growth
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1704 Cr ₹3873 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2024 03 Apr 2019
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 % 68%
Expense Ratio 2.06 1.91
Manager Nimesh Chandan Cheenu Gupta
ISIN Code INF0QA701730 INF336L01NY9
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 HSBC Large & Midcap Fund - 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) HSBC Large & Mid Cap Fund - Regular Growth
1 Month 2.75% 2.55%
6 Month -3.35% -8.4%
1 Year 9.09% 2.86%
3 Year - 16.66%
5 Year - 23.04%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
6 Month 0.28% -3.46%
1 Year -4.19% -12.89%
3 Year - 16.54%
5 Year - 17.5%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
1 Year 7.52% 21.03%
3 Year - 19.46%
5 Year - 21.66%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation - 16.811%
Sharp - 0.444%
Beta - 0.981%
Alpha - 1.122%

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) HSBC Large & Mid Cap Fund - Regular Growth
Name Nimesh Chandan Cheenu Gupta
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 8 9
Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 4.7 1.85
Large Cap 56.6 44.97
Mid Cap 32.07 40.28
Small Cap 6.63 12.89

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 3.86 1.85
Energy 4.85 0.02
Industrials 10.36 25.68
Financial Services 18.93 22.6
Technology 8.55 16.65
Basic Materials 9.09 1.65
Consumer Defensive 9.05 0.41
Healthcare 16.17 7.54
Consumer Cyclical 11.77 16.84
Real Estate 2.45 2.12
Communication Services 4.92 1.52
Utilities - 3.11

Top Comparisons

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns19.22%

VS

Tata Young Citizens Fund -Regular Plan-Growth Option Tata Young Citizens Fund -Regular Plan-Growth Option

3Y Returns13.86%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns21.26%

VS

Axis Growth Opportunities Fund - Regular Plan - Growth Axis Growth Opportunities Fund - Regular Plan - Growth

3Y Returns14.95%

Compare Now

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns7.64%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns6.79%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.99%

VS

UTI Credit Risk Fund  - Regular Plan - Growth Option UTI Credit Risk Fund - Regular Plan - Growth Option

3Y Returns6.79%

Compare Now
Add to Cart Successfully