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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) | ₹2309 Cr | ₹37045 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 | 1.27% | 0.71% |
| 6 Month | 4.33% | 7.1% |
| 1 Year | 6.92% | 10.04% |
| 3 Year | - | 18.04% |
| 5 Year | - | 20.49% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 1.52% | 1.67% |
| 1 Year | 11.12% | 13.72% |
| 3 Year | - | 15.49% |
| 5 Year | - | 16.69% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 1 Year | 5.78% | 13.6% |
| 3 Year | - | 15.27% |
| 5 Year | - | 15.18% |
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 | - | 0.94% |
| Beta | - | 0.81% |
| Alpha | - | 0.64% |
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 | 5.23 | 8.57 |
| Large Cap | 50.13 | 36.05 |
| Mid Cap | 32.48 | 41.51 |
| Small Cap | 12.16 | 13.86 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| Others | 1.84 | 4.39 |
| Energy | 3.41 | 4.37 |
| Financial Services | 28.51 | 23.24 |
| Technology | 6.36 | 5.06 |
| Basic Materials | 8.81 | 16.28 |
| Industrials | 7.95 | 9.21 |
| Healthcare | 14.61 | 12.23 |
| Real Estate | 5 | - |
| Consumer Cyclical | 15.61 | 15.47 |
| Communication Services | 4.39 | 1.53 |
| Consumer Defensive | 3.51 | 6.42 |
| Utilities | 0 | 1.8 |
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