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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) | ₹2340 Cr | ₹4658 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 | -4.06% | -4.01% |
| 6 Month | -1.14% | -0.93% |
| 1 Year | 8.08% | 8.24% |
| 3 Year | - | 20.1% |
| 5 Year | - | 16.78% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -2.88% | -5.04% |
| 1 Year | -0.12% | -0.22% |
| 3 Year | - | 10.97% |
| 5 Year | - | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.91% | 15.74% |
| 3 Year | - | 19.63% |
| 5 Year | - | 22.15% |
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 | - | 0.91% |
| Beta | - | 1.01% |
| Alpha | - | 1.04% |
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 | 8.1 | 21.89 |
| Large Cap | 48.38 | 35.68 |
| Mid Cap | 32.01 | 27.53 |
| Small Cap | 11.5 | 14.91 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.37 | 1.41 |
| Energy | 3.37 | 1.55 |
| Technology | 6.91 | 8.62 |
| Basic Materials | 8.09 | 0.6 |
| Industrials | 6.63 | 17.59 |
| Financial Services | 26.54 | 37.52 |
| Healthcare | 16.99 | 7.26 |
| Real Estate | 3.74 | - |
| Consumer Cyclical | 17.41 | 20.03 |
| Communication Services | 4.72 | 3.96 |
| Consumer Defensive | 3.22 | 1.39 |
| Utilities | - | 0.07 |
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