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Bajaj Finserv Large and Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
ICICI Prudential Large & Mid Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2091 Cr | ₹23698 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 09 Jul 1998 |
| 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 | % | 55% |
| Expense Ratio | 2.06 | 1.7 |
| Manager | Nimesh Chandan | Sharmila D'mello |
| ISIN Code | INF0QA701730 | INF109K01431 |
| 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 | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 1 Month | 1.98% | 4.26% |
| 6 Month | 13.48% | 15.85% |
| 1 Year | -2.72% | 1.4% |
| 3 Year | - | 20.66% |
| 5 Year | - | 26.63% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 6 Month | 2.75% | 4.22% |
| 1 Year | 8.32% | 14.8% |
| 3 Year | - | 20.36% |
| 5 Year | - | 21.41% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 1 Year | 8.11% | 15.37% |
| 3 Year | - | 15.84% |
| 5 Year | - | 15.76% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.90% |
| Sharp | - | 1.08% |
| Beta | - | 0.86% |
| Alpha | - | 6.56% |
Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Name | Nimesh Chandan | Sharmila D'mello |
| Total AUM | ₹0 Cr | ₹354743 Cr |
| Funds Managed | 8 | 35 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Others | 7.19 | 8.49 |
| Large Cap | 45.99 | 43.86 |
| Mid Cap | 32.83 | 36.74 |
| Small Cap | 13.99 | 10.91 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Others | 3.16 | 8.37 |
| Energy | 2.23 | 3.8 |
| Financial Services | 27.48 | 18.21 |
| Technology | 8.04 | 6.33 |
| Consumer Cyclical | 11.44 | 23.11 |
| Basic Materials | 13.86 | 11.57 |
| Industrials | 12.07 | 8.62 |
| Consumer Defensive | 7.78 | 8.31 |
| Healthcare | 9.17 | 5.62 |
| Real Estate | 1.52 | 1.06 |
| Communication Services | 1.7 | 2.88 |
| Utilities | 1.54 | 2.1 |
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