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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) ₹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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