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) | ₹2120 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 | -2.59% | -2.98% |
6 Month | 7.49% | 3.39% |
1 Year | 0.44% | -12.11% |
3 Year | - | 19.26% |
5 Year | - | 23.75% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 5.35% | 3.22% |
1 Year | 6.9% | -2.36% |
3 Year | - | 14.8% |
5 Year | - | 18.61% |
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% |
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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 | 7.16 | 6.75 |
Large Cap | 43.72 | 51.66 |
Mid Cap | 36.61 | 38.87 |
Small Cap | 12.51 | 2.72 |
Sector Allocation
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.23 | 6 |
Energy | 3.19 | 11.95 |
Financial Services | 27.88 | 14.6 |
Technology | 7.44 | 1.38 |
Basic Materials | 13.13 | 8.64 |
Industrials | 11.49 | 13.09 |
Consumer Defensive | 7.08 | 17.3 |
Healthcare | 10.7 | 6.89 |
Consumer Cyclical | 10.31 | 7.89 |
Real Estate | 2.02 | 3.8 |
Communication Services | 2.11 | 3.87 |
Utilities | 1.4 | 4.59 |
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