Bajaj Finserv Large and Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2098 Cr | ₹3101 Cr | ₹3101 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 | ₹500 |
Launch Date | 27 Feb 2024 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | % | % | 46% |
Expense Ratio | 2.06 | 1.9 | 1.9 |
Manager | Nimesh Chandan | Yogesh Patil | Yogesh Patil |
ISIN Code | INF0QA701730 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -1.97% | -1.88% | -1.88% |
6 Month | 10.54% | 11.2% | 11.2% |
1 Year | -0.97% | -3.33% | -3.33% |
3 Year | - | 16.28% | 16.28% |
5 Year | - | 20.26% | 20.26% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 2.28% | 1.5% | 1.5% |
1 Year | 5.27% | 2.99% | 2.99% |
3 Year | - | 16.97% | 16.97% |
5 Year | - | 16.6% | 16.6% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 8.11% | 13.18% | 13.18% |
3 Year | - | 15.19% | 15.19% |
5 Year | - | 15.17% | 15.17% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | - | 14.76% | 14.76% |
Sharp | - | 0.72% | 0.72% |
Beta | - | 0.98% | 0.98% |
Alpha | - | 1.41% | 1.41% |
Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Nimesh Chandan | Yogesh Patil | Yogesh Patil |
Total AUM | ₹0 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 8 | 7 | 7 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 7.19 | 4.14 | 4.14 |
Large Cap | 45.99 | 40.93 | 40.93 |
Mid Cap | 32.83 | 35.49 | 35.49 |
Small Cap | 13.99 | 19.44 | 19.44 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 3.16 | 2.42 | 2.42 |
Energy | 2.23 | 1.9 | 1.9 |
Financial Services | 27.48 | 25.01 | 25.01 |
Technology | 8.04 | 6.11 | 6.11 |
Consumer Cyclical | 11.44 | 15.27 | 15.27 |
Basic Materials | 13.86 | 7.85 | 7.85 |
Industrials | 12.07 | 22.71 | 22.71 |
Consumer Defensive | 7.78 | 5.42 | 5.42 |
Healthcare | 9.17 | 7.32 | 7.32 |
Real Estate | 1.52 | 1.44 | 1.44 |
Communication Services | 1.7 | 1.99 | 1.99 |
Utilities | 1.54 | 2.57 | 2.57 |
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