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Bajaj Finserv Large and Mid Cap Fund vs SBI Large & MIDCap Fund compare

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

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tortoise-icon SBI Large & MIDCap Fund- Regular Plan -Growth

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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) 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) ₹1704 Cr ₹28677 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 1.61
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 4.93% 5.27%
6 Month -7.07% -6.12%
1 Year 10.53% 10.3%
3 Year - 15.38%
5 Year - 26.21%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month -0.62% -0.01%
1 Year -4.37% -2.09%
3 Year - 15.99%
5 Year - 18.9%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year 7.52% 14.74%
3 Year - 14.69%
5 Year - 14.88%

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 - 0.65%
Beta - 0.84%
Alpha - 0.73%

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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 4.7 7.11
Large Cap 56.6 40.15
Mid Cap 32.07 35.86
Small Cap 6.63 16.88

Sector Allocation

Scheme Name

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

SBI Large & MIDCap Fund- Regular Plan -Growth

Others 3.86 6.15
Energy 4.85 3.33
Industrials 10.36 10
Financial Services 18.93 26.38
Technology 8.55 7.31
Basic Materials 9.09 13.6
Consumer Defensive 9.05 5.56
Healthcare 16.17 10.94
Consumer Cyclical 11.77 11.6
Real Estate 2.45 -
Communication Services 4.92 3
Utilities - 2.14

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