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

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

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

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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)	₹2098 Cr	₹4314 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	-1.97%	0.8%
6 Month	10.54%	16.39%
1 Year	-0.97%	-1.42%
3 Year	-	20.42%
5 Year	-	22.17%

SIP Return Analysis

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	2.28%	6.01%
1 Year	5.27%	7.89%
3 Year	-	19.7%
5 Year	-	18.84%

Rolling Lumpsum Returns

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	8.11%	18.59%
3 Year	-	19.45%
5 Year	-	22.51%

Risk Management

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	-	15.88%
Sharp	-	0.82%
Beta	-	0.97%
Alpha	-	3.94%

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	7.19	7.39
Large Cap	45.99	44.12
Mid Cap	32.83	38.64
Small Cap	13.99	9.84

Sector Allocation

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	HSBC Large & Mid Cap Fund - Regular Growth
Others	3.16	1.95
Energy	2.23	0.02
Financial Services	27.48	30.09
Technology	8.04	8.33
Consumer Cyclical	11.44	18.57
Basic Materials	13.86	2.13
Industrials	12.07	22.34
Consumer Defensive	7.78	1.71
Healthcare	9.17	9.39
Real Estate	1.52	0.09
Communication Services	1.7	3.38
Utilities	1.54	2

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