- Mutual Funds
- Bajaj Finserv Mutual Fund
- Bajaj Finserv Large and Mid Cap Fund Direct Growth
Bajaj Finserv Large and Mid Cap Fund Direct Plan Growth
₹ 11.71
NAV (May 02)
14.355%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scripbox Recommended Large and Mid Cap Funds
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Scheme Information
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities.
Expense Ratio | 0.62 % |
Launched 1Y ago | 2024-02-27 |
AUM in Crores | 1763.8 |
ISIN | INF0QA701763 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
Others
6.04%HDFC Bank Ltd.
4.17%ICICI Bank Ltd.
3.44%Reliance Industries Ltd.
3.28%Tata Consultancy Services Ltd.
2.98%See all holdings
Allocation by Sector
Healthcare
16.45%Financial
16.35%Services
10.73%Consumer Staples
8.58%Technology
6.41%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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