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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) | ₹2126 Cr | ₹8441 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 | 3.59% | 3% |
| 6 Month | 7.31% | 13.88% |
| 1 Year | 3.63% | 11.91% |
| 3 Year | - | 24.41% |
| 5 Year | - | 23.88% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | -1.11% | 0.35% |
| 1 Year | 3.92% | 13.22% |
| 3 Year | - | 22.49% |
| 5 Year | - | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 1 Year | 5.78% | 13.51% |
| 3 Year | - | 14.64% |
| 5 Year | - | 14.97% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Standard Deviation | - | 14.69% |
| Sharp | - | 1.13% |
| Beta | - | 1.00% |
| Alpha | - | 4.66% |
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 | 6.86 | 6.09 |
| Large Cap | 50.83 | 31.11 |
| Mid Cap | 30.62 | 42.59 |
| Small Cap | 11.68 | 20.21 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 4.54 | 0.2 |
| Energy | 1.69 | - |
| Financial Services | 25.4 | 27.61 |
| Technology | 7.93 | 7.94 |
| Consumer Cyclical | 14.12 | 20.78 |
| Basic Materials | 11.87 | 3.81 |
| Industrials | 11.62 | 11.78 |
| Consumer Defensive | 6.58 | - |
| Healthcare | 11.12 | 19.65 |
| Real Estate | 1.96 | 6.65 |
| Communication Services | 1.5 | 1.58 |
| Utilities | 1.68 | - |
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