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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) | ₹2091 Cr | ₹8125 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 | 2.58% | 2.08% |
| 6 Month | 14.15% | 26.53% |
| 1 Year | -2.12% | 6.27% |
| 3 Year | - | 25.19% |
| 5 Year | - | 23.7% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| 6 Month | 2.75% | 6.38% |
| 1 Year | 8.32% | 21.53% |
| 3 Year | - | 26.59% |
| 5 Year | - | 22.88% |
Rolling Lumpsum Returns
| 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% |
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 | - | 1.14% |
| Beta | - | 1% |
| Alpha | - | 5.8% |
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 | 7.19 | 5.36 |
| Large Cap | 45.99 | 32.23 |
| Mid Cap | 32.83 | 43.5 |
| Small Cap | 13.99 | 18.9 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
|---|---|---|
| Others | 3.16 | 1.93 |
| Energy | 2.23 | - |
| Financial Services | 27.48 | 26.98 |
| Technology | 8.04 | 5.78 |
| Consumer Cyclical | 11.44 | 20.4 |
| Basic Materials | 13.86 | 4.33 |
| Industrials | 12.07 | 12.32 |
| Consumer Defensive | 7.78 | - |
| Healthcare | 9.17 | 19.28 |
| Real Estate | 1.52 | 7.26 |
| Communication Services | 1.7 | 1.71 |
| Utilities | 1.54 | - |
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