- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2120 Cr | ₹3169 Cr | ₹3169 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 | -2.62% | -2.22% | -2.22% |
| 6 Month | 4.85% | 5.4% | 5.4% |
| 1 Year | 0.59% | -1.97% | -1.97% |
| 3 Year | - | 16.45% | 16.45% |
| 5 Year | - | 21.32% | 21.32% |
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 | 3.88% | 5.03% | 5.03% |
| 1 Year | 2.97% | 3.24% | 3.24% |
| 3 Year | - | 17.02% | 17.02% |
| 5 Year | - | 16.64% | 16.64% |
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 | 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.16 | 4.14 | 4.14 |
| Large Cap | 43.72 | 40.93 | 40.93 |
| Mid Cap | 36.61 | 35.49 | 35.49 |
| Small Cap | 12.51 | 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 | 3.23 | 2.42 | 2.42 |
| Energy | 3.19 | 1.9 | 1.9 |
| Financial Services | 27.88 | 25.01 | 25.01 |
| Technology | 7.44 | 6.11 | 6.11 |
| Basic Materials | 13.13 | 7.85 | 7.85 |
| Industrials | 11.49 | 22.71 | 22.71 |
| Consumer Defensive | 7.08 | 5.42 | 5.42 |
| Healthcare | 10.7 | 7.32 | 7.32 |
| Consumer Cyclical | 10.31 | 15.27 | 15.27 |
| Real Estate | 2.02 | 1.44 | 1.44 |
| Communication Services | 2.11 | 1.99 | 1.99 |
| Utilities | 1.4 | 2.57 | 2.57 |
Top Comparisons
Nippon India Multi Asset Active FOF - Regular Plan - Growth
3Y Returns19.69%
HSBC Income Plus Arbitrage Active FOF - Growth
3Y Returns7.28%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.32%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns12.07%
UTI - Floater Fund - Regular Plan - Growth Option
3Y Returns6.98%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.14%
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns0%
Aditya Birla Sun Life Large Cap Fund-Growth
3Y Returns15.69%
