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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) | ₹2309 Cr | ₹3141 Cr | ₹3141 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | 1.08% | 1.05% | 1.05% |
| 6 Month | 2.28% | 0.27% | 0.27% |
| 1 Year | 6.58% | 0.05% | 0.05% |
| 3 Year | - | 18.31% | 18.31% |
| 5 Year | - | 15.95% | 15.95% |
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 | 3.94% | 1.9% | 1.9% |
| 1 Year | 15.2% | 10.98% | 10.98% |
| 3 Year | - | 14.36% | 14.36% |
| 5 Year | - | 14.57% | 14.57% |
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 | 4.79% | 12.34% | 12.34% |
| 3 Year | - | 15.45% | 15.45% |
| 5 Year | - | 15.51% | 15.51% |
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 | - | 12.59% | 12.59% |
| Sharp | - | 0.71% | 0.71% |
| Beta | - | 1.04% | 1.04% |
| Alpha | - | -2.24% | -2.24% |
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 | 1.85 | 7.69 | 7.69 |
| Large Cap | 51.44 | 40.24 | 40.24 |
| Mid Cap | 34.99 | 35.32 | 35.32 |
| Small Cap | 11.72 | 16.75 | 16.75 |
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 | 1.85 | 2.4 | 2.4 |
| Petroleum Products | 3.41 | - | - |
| IT - Software | 5.39 | - | - |
| Cement & Cement Products | 1.49 | - | - |
| Construction | 3.26 | - | - |
| Banks | 18 | - | - |
| Electrical Equipment | 1.63 | - | - |
| Pharmaceuticals & Biotechnology | 13.11 | - | - |
| Chemicals & Petrochemicals | 0.51 | - | - |
| Paper, Forest & Jute Products | 1.36 | - | - |
| Healthcare Services | 1.49 | - | - |
| Automobiles | 4.14 | - | - |
| Ferrous Metals | 3.07 | - | - |
| Realty | 3.64 | - | - |
| Capital Markets | 5.14 | - | - |
| Telecom - Services | 4.4 | - | - |
| Agricultural Food & other Products | 2.47 | - | - |
| Diversified Metals | 1.05 | - | - |
| Consumer Durables | 4.8 | - | - |
| Industrial Products | 1.43 | - | - |
| Auto Components | 5.93 | - | - |
| Personal Products | 0.54 | - | - |
| Finance | 6.35 | - | - |
| Transport Infrastructure | 1.63 | - | - |
| Retailing | 1.94 | - | - |
| Beverages | 0.5 | - | - |
| Leisure Services | 1.47 | - | - |
| Energy | - | 2.14 | 2.14 |
| Technology | - | 7.13 | 7.13 |
| Consumer Defensive | - | 5.76 | 5.76 |
| Industrials | - | 20.48 | 20.48 |
| Financial Services | - | 25.53 | 25.53 |
| Utilities | - | 2.34 | 2.34 |
| Basic Materials | - | 7.4 | 7.4 |
| Consumer Cyclical | - | 16.13 | 16.13 |
| Healthcare | - | 6.71 | 6.71 |
| Communication Services | - | 2.59 | 2.59 |
| Real Estate | - | 1.4 | 1.4 |
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