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

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

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INVESCO INDIA LARGE & MID CAP FUND - Growth

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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)	₹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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
1 Month	5.9%	7.43%
6 Month	2.08%	5.3%
1 Year	12%	19.53%
3 Year	-	27.66%
5 Year	-	26.93%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
6 Month	0.1%	0.17%
1 Year	-5.1%	-2.46%
3 Year	-	21.71%
5 Year	-	20.16%

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%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Standard Deviation	-	12.64%
Sharp	-	0.96%
Beta	-	0.97%
Alpha	-	3.49%

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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	4.7	0.94
Large Cap	56.6	37.3
Mid Cap	32.07	43.57
Small Cap	6.63	18.19

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	INVESCO INDIA LARGE & MID CAP FUND - Growth
Others	3.86	0.94
Energy	4.85	-
Industrials	10.36	-
Financial Services	18.93	-
Technology	8.55	-
Basic Materials	9.09	-
Consumer Defensive	9.05	-
Healthcare	16.17	-
Consumer Cyclical	11.77	-
Real Estate	2.45	-
Communication Services	4.92	-
Telecom - Services	-	1.91
Retailing	-	12.95
Healthcare Services	-	7.54
Realty	-	6.21
Insurance	-	3.94
Banks	-	11.11
Consumer Durables	-	5.01
Leisure Services	-	3.63
Industrial Products	-	4.9
Electrical Equipment	-	2.98
Capital Markets	-	5.81
Finance	-	7.73
Agricultural Food & other Products	-	1.5
Ferrous Metals	-	0.91
IT - Software	-	4.4
Auto Components	-	1.13
Automobiles	-	2.61
Pharmaceuticals & Biotechnology	-	6.01
Transport Services	-	4.87
Cement & Cement Products	-	2.7
Industrial Manufacturing	-	1.21