Bajaj Finserv Large and Mid Cap Fund vs Motilal Oswal Large and Midcap Fund compare

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

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Motilal Oswal Large and Midcap Fund - Regular Plan Growth

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

Overview

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Fund	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2309 Cr	₹15146 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹100	₹500
Launch Date	27 Feb 2024	17 Oct 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	%	70%
Expense Ratio	2.06	1.73
Manager	Nimesh Chandan	Rakesh Shetty
ISIN Code	INF0QA701730	INF247L01965
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	Motilal Oswal Large and Midcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Month	-0.56%	-4.58%
6 Month	4.5%	1.65%
1 Year	4.2%	-5.84%
3 Year	-	23.89%
5 Year	-	22.95%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
6 Month	1.52%	-3.77%
1 Year	11.12%	5.52%
3 Year	-	19.01%
5 Year	-	20.91%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
1 Year	5.78%	24.23%
3 Year	-	26.1%
5 Year	-	27.79%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Standard Deviation	-	18.47%
Sharp	-	0.97%
Beta	-	1.14%
Alpha	-	4.80%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Name	Nimesh Chandan	Rakesh Shetty
Total AUM	₹0 Cr	₹33886 Cr
Funds Managed	8	19
	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	5.23	15.53
Large Cap	50.13	27.56
Mid Cap	32.48	36.5
Small Cap	12.16	20.41

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Motilal Oswal Large and Midcap Fund - Regular Plan Growth
Others	1.84	1.41
Energy	3.41	-
Financial Services	28.51	25.73
Technology	6.36	12.29
Basic Materials	8.81	2.44
Industrials	7.95	28.69
Healthcare	14.61	2.49
Real Estate	5	2.83
Consumer Cyclical	15.61	21.26
Communication Services	4.39	-
Consumer Defensive	3.51	-
Utilities	0	2.85