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) | ₹1704 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 | 3.5% | 2.69% |
6 Month | -0.92% | -2.85% |
1 Year | 5.87% | -8.13% |
3 Year | - | 23.02% |
5 Year | - | 25.43% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 7.44% | 6.74% |
1 Year | 6.88% | -1.25% |
3 Year | - | 16.94% |
5 Year | - | 19.83% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 9.26% | 14.7% |
3 Year | - | 16.36% |
5 Year | - | 14.53% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.7 | 12.41 |
Large Cap | 56.6 | 46.43 |
Mid Cap | 32.07 | 40.82 |
Small Cap | 6.63 | 0.34 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.86 | 12.41 |
Energy | 4.85 | 9.95 |
Industrials | 10.36 | 16.07 |
Financial Services | 18.93 | 14.03 |
Technology | 8.55 | - |
Basic Materials | 9.09 | 9.3 |
Consumer Defensive | 9.05 | 18.28 |
Healthcare | 16.17 | 6.82 |
Consumer Cyclical | 11.77 | 6.97 |
Real Estate | 2.45 | - |
Communication Services | 4.92 | 1.8 |
Utilities | - | 4.37 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns28.46%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns29.33%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
3Y Returns18.45%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns20.91%
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns22.46%
SBI Focused Equity Fund - Regular Plan -Growth
3Y Returns19.07%
HDFC Value Fund - Growth Plan
3Y Returns23.84%
UTI Value Fund- Regular Plan - Growth Option
3Y Returns22.86%