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) | ₹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 |
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