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 Nippon India Vision Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon 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) ₹2309 Cr ₹6866 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 -0.62% -1.46%
6 Month 1.19% 1.48%
1 Year 5.63% 4.47%
3 Year - 21.26%
5 Year - 19.65%

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 3.29% 1.61%
1 Year 13.07% 11.18%
3 Year - 16.79%
5 Year - 17.81%

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 5.78% 19.23%
3 Year - 16.92%
5 Year - 13.96%

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 - 12.94%
Sharp - 1.02%
Beta - 0.93%
Alpha - 2.48%

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 5.23 5.75
Large Cap 50.13 54.47
Mid Cap 32.48 38.77
Small Cap 12.16 1.01

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 1.84 1.82
Energy 3.41 5.95
Financial Services 28.51 26.17
Technology 6.36 10.49
Basic Materials 8.81 7.67
Industrials 7.95 15.11
Healthcare 14.61 3.87
Real Estate 5 -
Consumer Cyclical 15.61 21.92
Communication Services 4.39 0.88
Consumer Defensive 3.51 3.73
Utilities 0 2.4

Top Comparisons

ICICI Prudential Large Cap Fund - Growth ICICI Prudential Large Cap Fund - Growth

3Y Returns18.35%

VS

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

3Y Returns15.32%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns20.12%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.16%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns17.36%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Bandhan ELSS Tax saver Fund - Regular Plan - Growth Bandhan ELSS Tax saver Fund - Regular Plan - Growth

3Y Returns16.59%

VS

Tata ELSS Fund - Regular Plan - Growth Option Tata ELSS Fund - Regular Plan - Growth Option

3Y Returns16.02%

Compare Now
Add to Cart Successfully