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) | ₹2126 Cr | ₹3047 Cr | ₹3047 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 | 3.59% | 2.57% | 2.57% |
| 6 Month | 7.31% | 8.23% | 8.23% |
| 1 Year | 3.63% | 1.85% | 1.85% |
| 3 Year | - | 16.43% | 16.43% |
| 5 Year | - | 20.11% | 20.11% |
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 | -1.11% | -0.47% | -0.47% |
| 1 Year | 3.92% | 5.24% | 5.24% |
| 3 Year | - | 14.33% | 14.33% |
| 5 Year | - | 14.64% | 14.64% |
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 | 5.78% | 12.96% | 12.96% |
| 3 Year | - | 15.22% | 15.22% |
| 5 Year | - | 15.28% | 15.28% |
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 | - | 14.92% | 14.92% |
| Sharp | - | 0.66% | 0.66% |
| Beta | - | 1.04% | 1.04% |
| Alpha | - | -2.46% | -2.46% |
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 | 6.86 | 5.13 | 5.13 |
| Large Cap | 50.83 | 42.53 | 42.53 |
| Mid Cap | 30.62 | 33.94 | 33.94 |
| Small Cap | 11.68 | 18.41 | 18.41 |
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 | 4.54 | 3.13 | 3.13 |
| Energy | 1.69 | 1.9 | 1.9 |
| Financial Services | 25.4 | 24.15 | 24.15 |
| Technology | 7.93 | 6.23 | 6.23 |
| Consumer Cyclical | 14.12 | 15.37 | 15.37 |
| Basic Materials | 11.87 | 9.04 | 9.04 |
| Industrials | 11.62 | 20.3 | 20.3 |
| Consumer Defensive | 6.58 | 6.41 | 6.41 |
| Healthcare | 11.12 | 7.27 | 7.27 |
| Real Estate | 1.96 | 1.36 | 1.36 |
| Communication Services | 1.5 | 2.35 | 2.35 |
| Utilities | 1.68 | 2.49 | 2.49 |
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