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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) | ₹2309 Cr | ₹26939 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 | -0.44% | -0.99% |
| 6 Month | 2.7% | 4.61% |
| 1 Year | 2.63% | 9.16% |
| 3 Year | - | 20.34% |
| 5 Year | - | 23.29% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.96% | 2.81% |
| 1 Year | 12.64% | 16.25% |
| 3 Year | - | 18.65% |
| 5 Year | - | 19.83% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| 1 Year | 5.78% | 15.14% |
| 3 Year | - | 17.18% |
| 5 Year | - | 15.71% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.68% |
| Sharp | - | 1.13% |
| Beta | - | 0.81% |
| Alpha | - | 3.86% |
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 | 5.89 | 9.19 |
| Large Cap | 47.7 | 41.77 |
| Mid Cap | 33.09 | 37.37 |
| Small Cap | 13.32 | 11.68 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
ICICI Prudential Large & Mid Cap Fund - Growth |
|---|---|---|
| Others | 3.19 | 7.94 |
| Energy | 2.63 | 4.68 |
| Financial Services | 28.28 | 21.75 |
| Technology | 6.21 | 6.31 |
| Consumer Cyclical | 13.27 | 22.23 |
| Basic Materials | 10.09 | 9.55 |
| Industrials | 9.67 | 8.42 |
| Consumer Defensive | 3.92 | 6.92 |
| Healthcare | 13.3 | 5.24 |
| Real Estate | 5.45 | 1.23 |
| Communication Services | 3.01 | 3.83 |
| Utilities | 0.97 | 1.9 |
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