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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) | ₹2309 Cr | ₹4664 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 | -0.45% | -1.4% |
| 6 Month | 3.19% | 4.87% |
| 1 Year | 2.24% | -6.3% |
| 3 Year | - | 19.36% |
| 5 Year | - | 18.41% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.96% | 0.5% |
| 1 Year | 12.64% | 14.31% |
| 3 Year | - | 16.1% |
| 5 Year | - | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.78% | 16.43% |
| 3 Year | - | 19.56% |
| 5 Year | - | 22.27% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 15.68% |
| Sharp | - | 0.82% |
| Beta | - | 1.01% |
| Alpha | - | 1.21% |
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 | 5.89 | 12.95 |
| Large Cap | 47.7 | 37.68 |
| Mid Cap | 33.09 | 35 |
| Small Cap | 13.32 | 14.36 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.19 | 3.79 |
| Energy | 2.63 | 0.02 |
| Financial Services | 28.28 | 30.25 |
| Technology | 6.21 | 10.75 |
| Consumer Cyclical | 13.27 | 19.43 |
| Basic Materials | 10.09 | 0.06 |
| Industrials | 9.67 | 21.2 |
| Consumer Defensive | 3.92 | 1.56 |
| Healthcare | 13.3 | 8.73 |
| Real Estate | 5.45 | 0.16 |
| Communication Services | 3.01 | 3.93 |
| Utilities | 0.97 | 0.11 |
Top Comparisons
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3Y Returns18.42%
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3Y Returns19.65%
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SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns16.47%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HDFC Multi-Asset Allocation Fund - Growth Option
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3Y Returns6.55%
