Bajaj Finserv Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1984 Cr | ₹2629 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 31 Dec 2019 |
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 | % | 119% |
Expense Ratio | 2.06 | 1.94 |
Manager | Nimesh Chandan | Abhinav Khandelwal |
ISIN Code | INF0QA701730 | INF174V01911 |
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 | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.44% | 0.82% |
6 Month | 5.87% | 6.87% |
1 Year | 3.8% | 0.78% |
3 Year | - | 20.33% |
5 Year | - | 24.55% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 9.98% | 12.14% |
1 Year | 13.08% | 13.92% |
3 Year | - | 18.22% |
5 Year | - | 18.91% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.26% | 24.12% |
3 Year | - | 22.64% |
5 Year | - | 21.82% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.32% |
Sharp | - | 1.11% |
Beta | - | 0.93% |
Alpha | - | -1.11% |
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) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Nimesh Chandan | Abhinav Khandelwal |
Total AUM | ₹0 Cr | ₹5522 Cr |
Funds Managed | 8 | 5 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.08 | 5.93 |
Large Cap | 47.62 | 37.77 |
Mid Cap | 39.16 | 41.39 |
Small Cap | 9.14 | 14.91 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.12 | 2.43 |
Energy | 3.23 | 2.83 |
Financial Services | 29.98 | 32.98 |
Technology | 6.23 | 8.5 |
Basic Materials | 12.22 | 8.5 |
Industrials | 12.22 | 15.66 |
Consumer Defensive | 7.69 | 2.15 |
Healthcare | 11.68 | 10.62 |
Consumer Cyclical | 10.89 | 7.22 |
Real Estate | 1.98 | - |
Communication Services | 1.75 | 6.06 |
Utilities | - | 3.05 |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns20.95%
BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH
3Y Returns20.71%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns7.75%
HSBC Gilt Fund - Regular Growth
3Y Returns6.71%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns8.13%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.1%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%