Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon 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) ₹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 5.9% 7.43%
6 Month 2.08% 5.3%
1 Year 12% 19.53%
3 Year - 27.66%
5 Year - 26.93%

SIP Return Analysis

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%

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 - 0.96%
Beta - 0.97%
Alpha - 3.49%

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

Get Free Experts Guidance
fund-icons

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

Sector Allocation

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

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option Canara Robeco Small Cap Fund - Regular Plan - Growth Option

3Y Returns19.53%

Compare Now

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns7.56%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.72%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.86%

VS

Mirae Asset Money Market Fund Regular Growth Mirae Asset Money Market Fund Regular Growth

3Y Returns6.88%

Compare Now

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G) Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now
Add to Cart Successfully