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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 49.00 | 1.95 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 50.57 | 1.68 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bajaj Finserv Large and Mid Cap Fund | — | — | — |
Mirae Asset Large & Midcap Fund | 26.91% | 17.55% | 23.19% |
SBI Large & Midcap Fund | 29.15% | 20.51% | 18.32% |
Kotak Equity Opp Fund | 34.07% | 23.85% | 18.73% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
7.19 %
Holdings
3.79 %
Holdings
3.67 %
Bajaj Finserv Asset Management Limited, a wholly owned subsidiary of Bajaj Finserv Limited, is backed by one of India’s most respected and oldest brands, it offers a host of innovative products and solutions to every Indian. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.
No.of Schemes
11
Total AUM
₹ 17,554.75 Cr.
Nimesh Chandan
AUM: ₹16,509.51 Cr.
|
Exp: 22yrs
Sorbh Gupta
AUM: ₹8,955.62 Cr.
|
Exp: 11yrs
Siddharth Chaudhary
AUM: ₹17,554.75 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%