• Mutual Funds
  • Bajaj Finserv Mutual Fund
  • Bajaj Finserv Large and Mid Cap Fund (Growth)
Best Bajaj FinServ Mutual Fund to Invest in 2024

Bajaj Finserv Large and Mid Cap Fund (Growth)

EquityLarge And Mid Cap

11.833

NAV (Jul 24)

18.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.833

NAV (Jul 24)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
18.3%
6 Month CAGR
NA

Scheme Information

Investment Objective

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. However,there is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
2.13
Launched (0y ago)
Feb 29, 2024
AUM in Crores
1143.765
ISIN
INF0QA701730
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Siddharth Chaudhary

Fund Manager

Sorbh Gupta

Fund Manager

Nimesh Chandan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bajaj Finserv Large and Mid Cap Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-24

Top Stock Holdings

hdfc bank ltd

4.9%
4.9%

clearing corporation of india ltd

4.8%
4.8%

reliance industries ltd

3.8%
3.8%

icici bank ltd

3.8%
3.8%

bharti airtel ltd

2.6%
2.6%
See all holdings

Allocation by Sector

industrials

18.4%
18.4%

financial services

16.7%
16.7%

consumer cyclical

14.7%
14.7%

consumer defensive

10.3%
10.3%

basic materials

9.6%
9.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 16,283 cr

₹ 21,459 cr

₹ 24,345 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Bajaj Finserv Asset Management

Bajaj Finserv Asset Management Limited manages assets worth 12,036 crores and was set up on 18 October 2021. It's current offering of mutual fund schemes includes 26 debt and 4 equity funds.amc-img
phone-img1800-309-3900
Fund NameScripbox Opinion
Till Date CAGR

-

6.5%

-

11.6%

-

18.1%

-

37.7%

-

5.3%

Bajaj Finserv Large and Mid Cap Fund (G) Review

Bajaj Finserv Large and Mid Cap Fund (G) is a Large And Mid Cap Equity fund and has delivered an annualised return of 18.1% over a period of 0 years. The fund is managed by Bajaj Finserv Asset Management Limited. The fund managers are Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta.

Nav of Bajaj Finserv Large and Mid Cap Fund (G) as of 7/24/2024 is ₹11.83 with the total AUM as of 7/25/2024 is ₹1143.765. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv Large and Mid Cap Fund (G) was launched on Feb 29, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bajaj Finserv Large and Mid Cap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Bajaj Finserv Large and Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

Bajaj Finserv Large and Mid Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bajaj Finserv Large and Mid Cap Fund (G).

Frequently Asked Questions

What is Bajaj Finserv Large and Mid Cap Fund (G)?

Bajaj Finserv Large and Mid Cap Fund (G) is a Large And Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bajaj Finserv Large and Mid Cap Fund (G)?

You can invest in Bajaj Finserv Large and Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bajaj Finserv Large and Mid Cap Fund (G)?

The minimum sip amount for Bajaj Finserv Large and Mid Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Bajaj Finserv Large and Mid Cap Fund (G) good to invest in?

As per Scripbox experts, Bajaj Finserv Large and Mid Cap Fund (G) is a Not Reviewed Yet fund. You can investBajaj Finserv Large and Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bajaj Finserv Large and Mid Cap Fund (G)?

The expense ratio of the Bajaj Finserv Large and Mid Cap Fund (G) is 2.13% for regular plan.