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Bajaj Finserv Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
INVESCO INDIA LARGE & MID CAP FUND - Growth
Chart Comparison
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) | ₹1704 Cr | ₹6250 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 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Month | 2.75% | 3.91% |
| 6 Month | -3.35% | -1.91% |
| 1 Year | 9.09% | 14.47% |
| 3 Year | - | 21.74% |
| 5 Year | - | 24.41% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 0.28% | 1.69% |
| 1 Year | -4.19% | 1.16% |
| 3 Year | - | 24.14% |
| 5 Year | - | 21.66% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 7.52% | 13.52% |
| 3 Year | - | 14.27% |
| 5 Year | - | 14.77% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | - | 12.64% |
| Sharp | - | 0.76% |
| Beta | - | 0.97% |
| Alpha | - | 2.95% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.7 | 3.8 |
| Large Cap | 56.6 | 35.92 |
| Mid Cap | 32.07 | 42.59 |
| Small Cap | 6.63 | 17.69 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.86 | 2.01 |
| Energy | 4.85 | - |
| Industrials | 10.36 | 10.18 |
| Financial Services | 18.93 | 27.11 |
| Technology | 8.55 | 7.63 |
| Basic Materials | 9.09 | 4.56 |
| Consumer Defensive | 9.05 | 2.23 |
| Healthcare | 16.17 | 14.39 |
| Consumer Cyclical | 11.77 | 23.58 |
| Real Estate | 2.45 | 6.51 |
| Communication Services | 4.92 | 1.79 |
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