Bajaj Finserv Large and Mid Cap Fund vs Nippon India Vision Fund compare

Link copied to clipboard!

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

Invest Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

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)	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)	₹2091 Cr	₹6177 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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
1 Month	2.58%	4.08%
6 Month	14.15%	18.39%
1 Year	-2.12%	1.25%
3 Year	-	21.07%
5 Year	-	23.69%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
6 Month	2.75%	4.6%
1 Year	8.32%	13.44%
3 Year	-	20.41%
5 Year	-	19.73%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
1 Year	8.11%	17.48%
3 Year	-	15.6%
5 Year	-	14.8%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Standard Deviation	-	13.14%
Sharp	-	0.93%
Beta	-	0.96%
Alpha	-	5.22%

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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Others	6.92	7.58
Large Cap	49.06	54.87
Mid Cap	31.5	37.36
Small Cap	12.51	0.19

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Others	3.33	3.35
Energy	1.71	5.68
Financial Services	24.66	23
Technology	7.96	10.28
Consumer Cyclical	14.89	16.78
Basic Materials	13.52	7.62
Industrials	11.9	14.97
Consumer Defensive	8.13	5.37
Healthcare	9.87	4.73
Real Estate	1.51	1.8
Communication Services	0.7	3.35
Utilities	1.81	3.07