Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Bajaj Finserv Large and Mid Cap Fund vs Quant Large and Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Large and Mid Cap Fund - Reg (G)

Invest Now

tortoise-icon Quant Large and Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.35%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns6.9%

Compare Now

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns14.24%

VS

HDFC Multi-Asset Active FOF - Growth HDFC Multi-Asset Active FOF - Growth

3Y Returns16.21%

Compare Now

Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns6.93%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns7.68%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.99%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns7.02%

Compare Now
Add to Cart Successfully