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

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

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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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Month	3.5%	2.71%
6 Month	-0.92%	-0.86%
1 Year	5.87%	6.39%
3 Year	-	21.96%
5 Year	-	25.93%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
6 Month	7.44%	7.12%
1 Year	6.88%	7.32%
3 Year	-	17.33%
5 Year	-	18.97%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
1 Year	9.26%	14.46%
3 Year	-	14.87%
5 Year	-	14.98%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Standard Deviation	-	11.75%
Sharp	-	1.05%
Beta	-	0.81%
Alpha	-	1.22%

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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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	4.7	5.68
Large Cap	56.6	41.02
Mid Cap	32.07	37.08
Small Cap	6.63	16.22

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	SBI Large & MIDCap Fund- Regular Plan -Growth
Others	3.86	5.68
Energy	4.85	-
Industrials	10.36	-
Financial Services	18.93	-
Technology	8.55	-
Basic Materials	9.09	-
Consumer Defensive	9.05	-
Healthcare	16.17	-
Consumer Cyclical	11.77	-
Real Estate	2.45	-
Communication Services	4.92	-
Petroleum Products	-	3.54
IT - Software	-	6.46
Pharmaceuticals & Biotechnology	-	10.27
Industrial Manufacturing	-	1.43
Cement & Cement Products	-	4.21
Construction	-	2.08
Banks	-	23.08
Diversified FMCG	-	1.55
Non - Ferrous Metals	-	2.43
Auto Components	-	8.01
Ferrous Metals	-	2.2
Personal Products	-	2.56
Telecom - Services	-	1.89
Capital Markets	-	2.77
Consumer Durables	-	4.3
Chemicals & Petrochemicals	-	0.71
Transport Services	-	0.76
Finance	-	2.87
Industrial Products	-	1.31
Agricultural, Commercial & Construction Vehicles	-	2.02
Gas	-	0.33
Retailing	-	1.06
Food Products	-	0.45
Healthcare Services	-	0.6
Beverages	-	1.11
Textiles & Apparels	-	2.29
Leisure Services	-	2
Power	-	2.03