Bajaj Finserv Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

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

Invest Now

INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

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)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Fund	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2120 Cr	₹7887 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹1000
Launch Date	27 Feb 2024	09 Aug 2007
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	%	73%
Expense Ratio	2.06	1.8
Manager	Nimesh Chandan	Aditya Khemani
ISIN Code	INF0QA701730	INF205K01247
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	Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month	-4.26%	-1.95%
6 Month	4.48%	13.53%
1 Year	-1.36%	9.92%
3 Year	-	25.26%
5 Year	-	24.57%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month	5.35%	12.42%
1 Year	6.9%	22.69%
3 Year	-	29%
5 Year	-	24.36%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Year	8.11%	13.56%
3 Year	-	14.49%
5 Year	-	14.94%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation	-	12.64%
Sharp	-	1.49%
Beta	-	0.98%
Alpha	-	4.92%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Name	Nimesh Chandan	Aditya Khemani
Total AUM	₹0 Cr	₹12070 Cr
Funds Managed	8	3
	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	7.16	6.06
Large Cap	43.72	33.87
Mid Cap	36.61	41.58
Small Cap	12.51	18.49

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	3.23	2.1
Energy	3.19	-
Financial Services	27.88	28.31
Technology	7.44	5.99
Basic Materials	13.13	4.12
Industrials	11.49	13.02
Consumer Defensive	7.08	-
Healthcare	10.7	16.54
Consumer Cyclical	10.31	20.78
Real Estate	2.02	7.29
Communication Services	2.11	1.84
Utilities	1.4	-