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
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) | ₹1553 Cr | ₹3976 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 | 1.96 |
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 | -4.32% | -4.3% |
6 Month | -6.58% | -6.76% |
1 Year | - | 14.38% |
3 Year | - | 18.29% |
5 Year | - | 21.06% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | - | 4.53% |
3 Year | - | 23.35% |
5 Year | - | 24.06% |
Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | - | 9.5% |
3 Year | - | 9.15% |
5 Year | - | 10.86% |
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 | - | 0.87% |
Beta | - | 0.94% |
Alpha | - | 2.49% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 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 | 1.9 | 5.17 |
Large Cap | 54.44 | 45.28 |
Mid Cap | 35.86 | 37.38 |
Small Cap | 7.8 | 12.2 |
Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.9 | 5.17 |
Petroleum Products | 2.67 | 1.73 |
Electrical Equipment | 2.19 | - |
Finance | 6 | 4.84 |
IT - Software | 6.09 | 9.63 |
Transport Services | 2.53 | 2.93 |
Construction | 2.07 | 1.73 |
Diversified FMCG | 5.92 | 3.74 |
Banks | 12.55 | 20.76 |
Pharmaceuticals & Biotechnology | 17.52 | 6.78 |
Leisure Services | 3.04 | 2.22 |
Consumer Durables | 6.35 | 1.34 |
Realty | 2.43 | 1.63 |
Auto Components | 3.6 | 1.74 |
Telecom - Services | 3.92 | 5.34 |
Insurance | 2.59 | 5.66 |
Entertainment | 0.48 | 0.89 |
Agricultural Food & other Products | 1.46 | - |
Industrial Products | 1.36 | 0.35 |
Food Products | 0.44 | - |
Chemicals & Petrochemicals | 1.57 | 0.74 |
Cement & Cement Products | 1.93 | 2.96 |
Consumable Fuels | 1.25 | - |
Personal Products | 1.16 | 0.68 |
Fertilizers & Agrochemicals | 1.89 | 1.4 |
Retailing | 2.06 | - |
Beverages | 1.51 | - |
Capital Markets | 1.32 | 2.48 |
Textiles & Apparels | 1.69 | 2.2 |
Transport Infrastructure | 0.51 | - |
Healthcare Services | - | 1.43 |
Automobiles | - | 2.85 |
Gas | - | 1.98 |
Diversified Metals | - | 2.53 |
Ferrous Metals | - | 1.22 |
Other Consumer Services | - | 0.83 |
Power | - | 1.61 |
Paper, Forest & Jute Products | - | 0.64 |
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