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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) | ₹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 | 2.75% | 1.9% |
| 6 Month | -3.35% | -2.67% |
| 1 Year | 9.09% | 8.62% |
| 3 Year | - | 16.42% |
| 5 Year | - | 25.53% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | SBI Large & MIDCap Fund- Regular Plan -Growth |
|---|---|---|
| 6 Month | 0.28% | 1.21% |
| 1 Year | -4.19% | -1.46% |
| 3 Year | - | 16.3% |
| 5 Year | - | 18.95% |
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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