Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Large and Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Invest Now

tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1704 Cr ₹2420 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 1.96
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 2.75% 3.2%
6 Month -3.35% -5.97%
1 Year 9.09% -1.74%
3 Year - 14.38%
5 Year - 24.43%

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 0.28% 1.25%
1 Year -4.19% -6.97%
3 Year - 14.7%
5 Year - 17.59%

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 7.52% 27.08%
3 Year - 23.63%
5 Year - 20.22%

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 - 0.4%
Beta - 0.95%
Alpha - -2.87%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.7 5.82
Large Cap 56.6 45.11
Mid Cap 32.07 35.71
Small Cap 6.63 13.36

Sector Allocation

Scheme Name

Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

Others 3.86 5.81
Energy 4.85 3.96
Industrials 10.36 6.95
Financial Services 18.93 31.63
Technology 8.55 8.07
Basic Materials 9.09 7.55
Consumer Defensive 9.05 4.11
Healthcare 16.17 8.38
Consumer Cyclical 11.77 15.09
Real Estate 2.45 -
Communication Services 4.92 5.06
Utilities - 3.39

Top Comparisons

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns8.65%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns14.4%

VS

Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns14.4%

Compare Now

SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI Equity Minimum Variance Fund - Regular Plan - Growth

3Y Returns14.54%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.37%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns20%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.83%

Compare Now
Add to Cart Successfully