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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) | ₹2091 Cr | ₹33248 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 | 2.58% | 2.58% |
| 6 Month | 14.15% | 16.12% |
| 1 Year | -2.12% | 1.6% |
| 3 Year | - | 17.42% |
| 5 Year | - | 23.41% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 2.75% | 4.44% |
| 1 Year | 8.32% | 13.4% |
| 3 Year | - | 16.71% |
| 5 Year | - | 17.79% |
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 | - | 0.92% |
| Beta | - | 0.79% |
| Alpha | - | 1.68% |
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 |
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