Bajaj Finserv Large And Mid Cap Fund Regular Plan Growth

10.49
NAV (Apr 26,2024)

The Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth offers investors the opportunity to invest in a diversified portfolio of both large and mid-cap companies. With a minimum investment of ₹500, investors can benefit from the potential growth and stability of these market segments. The fund has a current scheme AUM of ₹672.72 crore and a lock period of 0. This fund was established on February 27, 2024.

Bajaj Finserv Large And Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Bajaj Finserv Large And Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    64.50
  • P/B Ratio
    UM_URBAN_MONEY

    12.59
  • Alpha
    UM_URBAN_MONEY

    0.09
  • Beta
    UM_URBAN_MONEY

    0.57
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.25%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

784.95 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

-- (--)-- (--)-- (--)-- (--)-- (--)
-- (--)-- (--)-- (--)-- (--)-- (--)
-- (--)-- (--)-- (--)-- (--)-- (--)
-- (--)-- (--)-- (--)-- (--)-- (--)
-- (--)-- (--)-- (--)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables6.23%
  • Reliance Industries Limited5.29%
  • ICICI Bank Limited4.53%
  • HDFC Bank Limited4.36%
  • State Bank of India3.44%
  • Bharti Airtel Limited3.26%
  • Nestle India Limited3.21%
  • Tata Consultancy Services Limited2.97%
  • Sun Pharmaceutical Industries Limited2.97%
  • Larsen & Toubro Limited2.71%
  • Titan Company Limited2.70%
  • PI Industries Limited2.56%
  • ABB India Limited2.53%
  • Divi s Laboratories Limited2.36%
  • Tata Consumer Products Limited2.31%
  • UNO Minda Limited2.22%
  • Siemens Limited2.03%
  • Info Edge India Limited2.02%
  • Voltas Limited1.98%
  • SBI Life Insurance Company Limited1.94%
  • Deepak Nitrite Limited1.90%
  • ITC Limited1.82%
  • Page Industries Limited1.76%
  • Tata Communications Limited1.72%
  • Jubilant Foodworks Limited1.64%
  • The Indian Hotels Company Limited1.61%
  • United Breweries Limited1.60%
  • Grindwell Norton Limited1.49%
  • The Great Eastern Shipping Company Limited1.49%
  • Solar Industries India Limited1.47%
  • The Phoenix Mills Limited1.44%
  • Timken India Limited1.43%
  • Vedant Fashions Limited1.42%
  • Balkrishna Industries Limited1.42%
  • Havells India Limited1.35%
  • Glenmark Pharmaceuticals Limited1.34%
  • Honeywell Automation India Limited1.34%
  • Abbott India Limited1.31%
  • AIA Engineering Limited1.31%
  • Linde India Limited1.26%
  • ZF Commercial Vehicle Control Systems India Limited1.19%
  • Trent Limited1.17%
  • Sanofi India Limited1.12%
  • Hindustan Aeronautics Limited1.07%
  • ICICI Lombard General Insurance Company Limited1.03%
  • Shriram Finance Limited0.97%
  • Hindustan Unilever Limited0.93%
  • Bharat Highways Invit0.46%
  • Clearing Corporation of India Ltd0.30%

Holdings Analysis

Fund Managers

NC

Mr. Nimesh ChandanFund Manager

Mr. Nimesh has over 22 years of experience in the Indian Capital Market. He has spent 17 years in Fund Management - managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

SG

Mr. Sorbh GuptaAssociate Fund Manager

Mr. Sorbh Gupta has over 11 years of overall experience in the equity research. He has been with Quantum Asset Management Company Pvt. Ltd. (Quantum) since March 2011. Prior to Joining Quantum, he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt.Ltd.

SC

Mr. Siddharth ChaudharyFund Manager - Fixed Income

Mr. Siddharth is a B Com and PG Diploma in Securities Markets from the Indian Institute of Capital Markets. He is also a Level II CFA.He jointly manages Sundaram Money Fund, Sundaram Ultra Short-Term Fund, Sundaram Flexible Fund Short-Term Plan, Sundaram Capital Protection Oriented Funds, Sundaram Monthly Income Plan and Sundaram Fixed Income Interval Funds along with Dwijendra Srivastava.His previous experience includes 4 years in Indian Bank as Fixed Income and Derivatives Dealer.

Get your latest Credit Score, FREE

Compare with similar Funds

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money