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) | ₹2126 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 | 3.45% | 2.94% |
| 6 Month | 8.04% | 4.31% |
| 1 Year | 4.9% | -4.08% |
| 3 Year | - | 16.1% |
| 5 Year | - | 23.62% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.08% | 1.89% |
| 1 Year | 12.57% | 6.33% |
| 3 Year | - | 11.8% |
| 5 Year | - | 15.84% |
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% | 14.06% |
| 3 Year | - | 16.58% |
| 5 Year | - | 14.66% |
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 | 6.86 | 15.05 |
| Large Cap | 50.83 | 45.57 |
| Mid Cap | 30.62 | 36.58 |
| Small Cap | 11.68 | 2.8 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 4.54 | 9.27 |
| Energy | 1.69 | 9.84 |
| Financial Services | 25.4 | 11.02 |
| Technology | 7.93 | 4.21 |
| Consumer Cyclical | 14.12 | 8.48 |
| Basic Materials | 11.87 | 6.16 |
| Industrials | 11.62 | 15.12 |
| Consumer Defensive | 6.58 | 15.25 |
| Healthcare | 11.12 | 7.29 |
| Real Estate | 1.96 | 3.57 |
| Communication Services | 1.5 | 3.76 |
| Utilities | 1.68 | 6.02 |
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