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

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

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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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) ₹982 Cr ₹3382 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2024 03 Mar 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 2.18 1.98
Manager Nimesh Chandan Cheenu Gupta
ISIN Code INF0QA701730 INF336L01NY9
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
1 Month 2.29% 2.89%
6 Month - 27.79%
1 Year - 51.36%
3 Year - 22.25%
5 Year - 23.86%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 7.18% 21.63%
3 Year 7.18% 46.22%
5 Year 7.18% 83.08%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
1 Year 10.53% 24.26%
3 Year 10.53% 61.89%
5 Year 10.53% 94.33%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation - 13.09%
Sharp - 1.13%
Beta - 0.93%
Alpha - 0.54%

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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
Fund Manage 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 6.23 3.52
Large Cap 48.07 38.96
Mid Cap 37.56 33.97
Small Cap 8.17 23.55

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 3.77 2.06
Energy 6.12 5.57
Capital Goods 11.49 31.27
Services 9.01 12.34
Construction 5.02 11.81
Metals & Mining 4.08 0.66
Consumer Staples 10.82 1.63
Financial 13.25 14.06
Healthcare 8.83 5.11
Automobile 6.01 4.66
Insurance 2.34 -
Communication 4.24 1.01
Consumer Discretionary 3.79 3.81
Chemicals 6.35 0.05
Technology 2.25 5.96
Materials 1.19 -
Textiles 1.47 -

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