₹ 10.757
NAV (May 17)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.757
NAV (May 17)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.4% |
6 Month CAGR | NA |
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 | 0 |
Launched (0y ago) | Feb 29, 2024 |
AUM in Crores | 897.759 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Bajaj Finserv Large and Mid Cap Fund (Growth) | NaN | NaN | % | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
net receivables / (payables)
6.3%hdfc bank ltd
5.4%icici bank ltd
4.6%reliance industries ltd
4.6%state bank of india
3.3%industrials
19.4%financial services
17.8%consumer cyclical
14.5%consumer defensive
10.1%healthcare
8.2%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 22,471 cr | ||
₹ 18,691 cr | ||
₹ 14,859 cr | ||
₹ 54,904 cr | ||
₹ 42,664 cr |
Bajaj Finserv Asset Management
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 6.2% | ||
- | 7.4% | ||
- | 26.4% | ||
- | 6.3% | ||
- | 5.9% |
Bajaj Finserv Large and Mid Cap Fund (G) is a Large And Mid Cap Equity fund and has delivered an annualised return of 7.4% 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 5/17/2024 is ₹10.76 with the total AUM as of 5/20/2024 is ₹897.759. 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).
What is Bajaj Finserv Large and Mid Cap Fund (G)?
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 % for regular plan.