Bajaj Finserv Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹2120 Cr | ₹4365 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 | 2.38% | 2.07% |
6 Month | 7.7% | 2.03% |
1 Year | 4.16% | -1.54% |
3 Year | - | 22.76% |
5 Year | - | 23.37% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 8.54% | 9.82% |
1 Year | 10.78% | 5.37% |
3 Year | - | 19.42% |
5 Year | - | 18.71% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 9.26% | 19.55% |
3 Year | - | 19.09% |
5 Year | - | 21.88% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | - | 16.47% |
Sharp | - | 1.04% |
Beta | - | 0.98% |
Alpha | - | 3.83% |
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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 | 7.16 | 3.57 |
Large Cap | 43.72 | 49.91 |
Mid Cap | 36.61 | 36.91 |
Small Cap | 12.51 | 9.62 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 3.23 | 1.34 |
Energy | 3.19 | 0.02 |
Financial Services | 27.88 | 28.13 |
Technology | 7.44 | 7.44 |
Basic Materials | 13.13 | 2.43 |
Industrials | 11.49 | 21.97 |
Consumer Defensive | 7.08 | 2.6 |
Healthcare | 10.7 | 9.95 |
Consumer Cyclical | 10.31 | 20.38 |
Real Estate | 2.02 | 0.09 |
Communication Services | 2.11 | 3.15 |
Utilities | 1.4 | 2.48 |
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