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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) | ₹2245 Cr | ₹5291 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 | 3.91% | 3.69% |
| 6 Month | 6.38% | 6.98% |
| 1 Year | 7.89% | 8.36% |
| 3 Year | - | 21.46% |
| 5 Year | - | 24.26% |
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 | 2.64% | 3.3% |
| 1 Year | 13.2% | 15.12% |
| 3 Year | - | 19.12% |
| 5 Year | - | 19.38% |
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 | 5.78% | 9.13% |
| 3 Year | - | 10.31% |
| 5 Year | - | 11.39% |
Risk Management
| Scheme Name | Bajaj Finserv Large and Mid Cap Fund - Reg (G) | UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.34% |
| Sharp | - | 1.03% |
| Beta | - | 0.95% |
| Alpha | - | 2.43% |
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 | 6.86 | 4.84 |
| Large Cap | 50.83 | 48.17 |
| Mid Cap | 30.62 | 34.45 |
| Small Cap | 11.68 | 12.55 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Large and Mid Cap Fund - Reg (G) |
UTI Large & Mid Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.54 | 3.15 |
| Energy | 1.69 | 8.26 |
| Financial Services | 25.4 | 28.65 |
| Technology | 7.93 | 10.15 |
| Consumer Cyclical | 14.12 | 10.69 |
| Basic Materials | 11.87 | 7.68 |
| Industrials | 11.62 | 8.36 |
| Consumer Defensive | 6.58 | 5.83 |
| Healthcare | 11.12 | 7.63 |
| Real Estate | 1.96 | 2.51 |
| Communication Services | 1.5 | 5.02 |
| Utilities | 1.68 | 2.08 |
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