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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) | ₹2126 Cr | ₹4088 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 | 3.45% | 1.3% |
| 6 Month | 8.04% | 12.97% |
| 1 Year | 4.9% | 3.34% |
| 3 Year | - | 19.81% |
| 5 Year | - | 21.55% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.08% | 4% |
| 1 Year | 12.57% | 15.31% |
| 3 Year | - | 18.4% |
| 5 Year | - | 17.75% |
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% | 17.43% |
| 3 Year | - | 19.45% |
| 5 Year | - | 22.42% |
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 | 6.86 | 10.75 |
| Large Cap | 50.83 | 41.49 |
| Mid Cap | 30.62 | 36.52 |
| Small Cap | 11.68 | 11.24 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.54 | 1.6 |
| Energy | 1.69 | 0.02 |
| Financial Services | 25.4 | 29.05 |
| Technology | 7.93 | 11.92 |
| Consumer Cyclical | 14.12 | 18.35 |
| Basic Materials | 11.87 | 0.75 |
| Industrials | 11.62 | 21.76 |
| Consumer Defensive | 6.58 | 2.11 |
| Healthcare | 11.12 | 9.07 |
| Real Estate | 1.96 | 0.08 |
| Communication Services | 1.5 | 3.89 |
| Utilities | 1.68 | 1.41 |
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