- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Bajaj Finserv Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
SBI Large & MIDCap Fund- Regular Plan -Growth
Chart Comparison
Overview
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Fund | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2098 Cr | ₹33348 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Feb 2024 | 25 May 2005 |
| 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 | % | 25% |
| Expense Ratio | 2.06 | 1.6 |
| Manager | Nimesh Chandan | Pradeep Kesavan |
| ISIN Code | INF0QA701730 | INF200K01305 |
| 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 | SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Month | -3.23% | -1.73% |
| 6 Month | 8.84% | 11.09% |
| 1 Year | 1% | 5.14% |
| 3 Year | - | 17.38% |
| 5 Year | - | 23.54% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.33% | 4.16% |
| 1 Year | 3.06% | 7.97% |
| 3 Year | - | 15.99% |
| 5 Year | - | 17.71% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 8.11% | 14.21% |
| 3 Year | - | 15% |
| 5 Year | - | 15.04% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Standard Deviation | - | 11.75% |
| Sharp | - | 1.12% |
| Beta | - | 0.8% |
| Alpha | - | 1.99% |
Fund Managers
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Name | Nimesh Chandan | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
Market Cap
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 7.19 | 6.44 |
| Large Cap | 45.99 | 38.72 |
| Mid Cap | 32.83 | 38.49 |
| Small Cap | 13.99 | 16.35 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 3.16 | 4.99 |
| Energy | 2.23 | 3.17 |
| Financial Services | 27.48 | 27.34 |
| Technology | 8.04 | 4.37 |
| Consumer Cyclical | 11.44 | 13.56 |
| Basic Materials | 13.86 | 16.87 |
| Industrials | 12.07 | 9.35 |
| Consumer Defensive | 7.78 | 5.83 |
| Healthcare | 9.17 | 11.81 |
| Real Estate | 1.52 | - |
| Communication Services | 1.7 | 1.16 |
| Utilities | 1.54 | 1.56 |
Top Comparisons
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.65%
Quant Flexi Cap Fund-Growth
3Y Returns17.04%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.71%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.35%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.62%
Kotak Gilt-Investment Regular-Growth
3Y Returns6.62%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns16.38%
UTI Flexi Cap Fund - Growth Option
3Y Returns9.66%
