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Bajaj Finserv Large and Mid Cap Fund vs UTI Large & Mid Cap Fund compare
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
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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