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

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

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

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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)	₹2126 Cr	₹4993 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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Month	3.45%	2.98%
6 Month	8.04%	8.51%
1 Year	4.9%	4.65%
3 Year	-	21.16%
5 Year	-	25.44%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
6 Month	3.08%	3.79%
1 Year	12.57%	14.17%
3 Year	-	19.15%
5 Year	-	19.49%

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
1 Year	5.78%	9.38%
3 Year	-	10.11%
5 Year	-	11.35%

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	-	1.08%
Beta	-	0.95%
Alpha	-	2.88%

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

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	6.86	2.27
Large Cap	50.83	47.65
Mid Cap	30.62	37.21
Small Cap	11.68	12.7

Scheme Name	Bajaj Finserv Large and Mid Cap Fund - Reg (G)	UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Others	4.54	2.27
Energy	1.69	-
Financial Services	25.4	-
Technology	7.93	-
Consumer Cyclical	14.12	-
Basic Materials	11.87	-
Industrials	11.62	-
Consumer Defensive	6.58	-
Healthcare	11.12	-
Real Estate	1.96	-
Communication Services	1.5	-
Utilities	1.68	-
Telecom - Services	-	3.95
Petroleum Products	-	4
IT - Software	-	9.65
Cement & Cement Products	-	2.17
Transport Services	-	3.13
Construction	-	2.83
Chemicals & Petrochemicals	-	1.13
Textiles & Apparels	-	1.21
Pharmaceuticals & Biotechnology	-	8.5
Banks	-	18.09
Realty	-	2.42
Insurance	-	3.6
Automobiles	-	6.43
Diversified FMCG	-	2.66
Diversified Metals	-	2.41
Oil	-	1.83
Ferrous Metals	-	0.8
Personal Products	-	1.88
Capital Markets	-	2.83
Consumer Durables	-	1.05
Other Consumer Services	-	1.05
Gas	-	0.83
Industrial Products	-	0.45
Diversified	-	0.58
Consumable Fuels	-	0.69
Fertilizers & Agrochemicals	-	1.06
Finance	-	4.75
Entertainment	-	0.52
Power	-	2.14
Auto Components	-	1.88
Paper, Forest & Jute Products	-	0.86
Leisure Services	-	1.61
Retailing	-	0.57