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Bajaj Finserv Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare

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

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tortoise-icon UTI Large & Mid Cap Fund - Regular Plan - Growth Option

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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) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Fund Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1984 Cr ₹4544 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Feb 2024 30 Jul 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 % 32%
Expense Ratio 2.06 1.9
Manager Nimesh Chandan V Srivatsa
ISIN Code INF0QA701730 INF789F01869
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 UTI Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month 1.1% 1.65%
6 Month 5.78% 5.87%
1 Year 4.03% 5.06%
3 Year - 25.08%
5 Year - 27.32%

SIP Return Analysis

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month 9.98% 10.75%
1 Year 13.08% 13.59%
3 Year - 23.68%
5 Year - 22.87%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year 9.26% 9.68%
3 Year - 9.67%
5 Year - 11.04%

Risk Management

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation - 12.33%
Sharp - 1.42%
Beta - 0.93%
Alpha - 2.94%

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Fund Managers

Scheme Name Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Name Nimesh Chandan V Srivatsa
Total AUM ₹0 Cr ₹7921 Cr
Funds Managed 8 3
Bajaj Finserv Large and Mid Cap Fund - Reg (G) UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

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

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 4.08 5.72
Large Cap 47.62 44.99
Mid Cap 39.16 36.27
Small Cap 9.14 13.02

Sector Allocation

Scheme Name

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

UTI Large & Mid Cap Fund - Regular Plan - Growth Option

Others 2.12 4.05
Energy 3.23 6.45
Financial Services 29.98 30.08
Technology 6.23 9.23
Basic Materials 12.22 9.41
Industrials 12.22 7.34
Consumer Defensive 7.69 5.35
Healthcare 11.68 7.53
Consumer Cyclical 10.89 9.39
Real Estate 1.98 2.49
Communication Services 1.75 6.59
Utilities - 2.09

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