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) | ₹2245 Cr | ₹6690 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 | 3.91% | 2.02% |
| 6 Month | 6.38% | 6.19% |
| 1 Year | 7.89% | 9.71% |
| 3 Year | - | 21.01% |
| 5 Year | - | 22.07% |
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 | 2.64% | 2.61% |
| 1 Year | 13.2% | 14.33% |
| 3 Year | - | 18.87% |
| 5 Year | - | 18.74% |
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% | 19.49% |
| 3 Year | - | 16.82% |
| 5 Year | - | 13.9% |
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 | - | 1.03% |
| Beta | - | 0.93% |
| Alpha | - | 2.21% |
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 | 6.86 | 5.62 |
| Large Cap | 50.83 | 56.12 |
| Mid Cap | 30.62 | 37.36 |
| Small Cap | 11.68 | 0.9 |
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 | 4.54 | 1.42 |
| Energy | 1.69 | 5.72 |
| Financial Services | 25.4 | 22.86 |
| Technology | 7.93 | 9.76 |
| Consumer Cyclical | 14.12 | 20.06 |
| Basic Materials | 11.87 | 9.42 |
| Industrials | 11.62 | 15.44 |
| Consumer Defensive | 6.58 | 4.84 |
| Healthcare | 11.12 | 4.1 |
| Real Estate | 1.96 | 1.68 |
| Communication Services | 1.5 | 1.56 |
| Utilities | 1.68 | 3.15 |
Top Comparisons
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.83%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.45%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
HSBC Value Fund - Regular Growth
3Y Returns23.48%
Quant Value Fund Regular - Growth
3Y Returns21.67%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.76%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns7.43%