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) | ₹2091 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 | 2.36% | 1.44% |
6 Month | 12.89% | 9.4% |
1 Year | -2.78% | -12.87% |
3 Year | - | 15.3% |
5 Year | - | 23.06% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 2.75% | -0.29% |
1 Year | 8.32% | -0.6% |
3 Year | - | 11.87% |
5 Year | - | 16.24% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 8.11% | 14.36% |
3 Year | - | 16.59% |
5 Year | - | 14.6% |
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 | 7.19 | 12.6 |
Large Cap | 45.99 | 47.52 |
Mid Cap | 32.83 | 37.02 |
Small Cap | 13.99 | 2.86 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.16 | 11.88 |
Energy | 2.23 | 11.78 |
Financial Services | 27.48 | 10.37 |
Technology | 8.04 | 1.41 |
Consumer Cyclical | 11.44 | 7.95 |
Basic Materials | 13.86 | 7.21 |
Industrials | 12.07 | 13.47 |
Consumer Defensive | 7.78 | 16.32 |
Healthcare | 9.17 | 7.27 |
Real Estate | 1.52 | 3.75 |
Communication Services | 1.7 | 3.82 |
Utilities | 1.54 | 4.77 |
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