Bajaj Finserv Large and Mid Cap Fund vs Nippon India Vision Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2120 Cr | ₹5897 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Feb 2024 | 08 Oct 1995 |
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 | % | 74% |
Expense Ratio | 2.06 | 1.96 |
Manager | Nimesh Chandan | Amar Kalkundrikar |
ISIN Code | INF0QA701730 | INF204K01406 |
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 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Month | 0.44% | 0.17% |
6 Month | 5.87% | 5.58% |
1 Year | 3.8% | 3.08% |
3 Year | - | 24.12% |
5 Year | - | 25.63% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
6 Month | 8.54% | 8.04% |
1 Year | 10.78% | 10.52% |
3 Year | - | 21.75% |
5 Year | - | 20.91% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
1 Year | 9.26% | 17.86% |
3 Year | - | 15.48% |
5 Year | - | 14.72% |
Risk Management
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Standard Deviation | - | 13.54% |
Sharp | - | 1.31% |
Beta | - | 0.95% |
Alpha | - | 5.00% |
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Fund Managers
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Name | Nimesh Chandan | Amar Kalkundrikar |
Total AUM | ₹0 Cr | ₹19671 Cr |
Funds Managed | 8 | 4 |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 4.08 | 4.77 |
Large Cap | 47.62 | 55.68 |
Mid Cap | 39.16 | 39.55 |
Small Cap | 9.14 | - |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
---|---|---|
Others | 2.12 | 2.01 |
Energy | 3.23 | 5.91 |
Financial Services | 29.98 | 22.43 |
Technology | 6.23 | 10.39 |
Basic Materials | 12.22 | 10.46 |
Industrials | 12.22 | 12.55 |
Consumer Defensive | 7.69 | 5.52 |
Healthcare | 11.68 | 6.32 |
Consumer Cyclical | 10.89 | 12 |
Real Estate | 1.98 | 1.77 |
Communication Services | 1.75 | 3.96 |
Utilities | - | 6.67 |
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