Bajaj Finserv Large and Mid Cap Fund vs Quant Large and Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2309 Cr | ₹3612 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 09 Jan 2007 |
| 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 | % | % |
| Expense Ratio | 2.06 | 1.9 |
| Manager | Nimesh Chandan | Sanjeev Sharma |
| ISIN Code | INF0QA701730 | INF966L01341 |
| 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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -0.88% | -1.84% |
| 6 Month | -0.17% | -4.09% |
| 1 Year | 4.98% | -2.02% |
| 3 Year | - | 14.94% |
| 5 Year | - | 18.63% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.29% | 1.34% |
| 1 Year | 13.07% | 4.8% |
| 3 Year | - | 10.01% |
| 5 Year | - | 14.64% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 5.78% | 13.79% |
| 3 Year | - | 16.43% |
| 5 Year | - | 14.7% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | - | 16.673% |
| Sharp | - | 0.777% |
| Beta | - | 1.094% |
| Alpha | - | 4.454% |
Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Nimesh Chandan | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 8 | 22 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 5.23 | 22.6 |
| Large Cap | 50.13 | 45.35 |
| Mid Cap | 32.48 | 29.24 |
| Small Cap | 12.16 | 2.81 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.84 | 16.78 |
| Energy | 3.41 | 10.11 |
| Financial Services | 28.51 | 11.09 |
| Technology | 6.36 | 5.82 |
| Basic Materials | 8.81 | 6.08 |
| Industrials | 7.95 | 12.84 |
| Healthcare | 14.61 | 6.96 |
| Real Estate | 5 | 3.59 |
| Consumer Cyclical | 15.61 | 8.93 |
| Communication Services | 4.39 | 2.23 |
| Consumer Defensive | 3.51 | 9.37 |
| Utilities | 0 | 6.2 |
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