- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2245 Cr | ₹4613 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 | 0.8% | -1.04% |
| 6 Month | 3.61% | 3.98% |
| 1 Year | 2.83% | -4.95% |
| 3 Year | - | 18.9% |
| 5 Year | - | 18.72% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.06% | 1.1% |
| 1 Year | 13.95% | 13.04% |
| 3 Year | - | 16.04% |
| 5 Year | - | 16.41% |
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 | - | 15.66% |
| Sharp | - | 0.84% |
| Beta | - | 1.00% |
| Alpha | - | 1.09% |
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 | 11.57 | 0.22 |
| Industrials | 9.67 | 21.2 |
| Consumer Defensive | 3.92 | 1.56 |
| Healthcare | 13.3 | 8.73 |
| Real Estate | 3.97 | 0 |
| Communication Services | 3.01 | 3.93 |
| Utilities | 0.97 | 0.11 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns23.11%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns22.95%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.72%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.44%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns7.04%
Parag Parikh Arbitrage Fund Regular - Growth
3Y Returns0%
