Bajaj Finserv Large and Mid Cap Fund Regular Growth
3Y Annualised
N/A
-0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.16%
-0.06% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 6 months
6 years 4 months
9 years 7 months
Fund info
Fund size
₹1703.73 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0%
if units are redeemed / switched out within 6 months from the date of allotment: if upto 10% of units allotted are redeemed/switched out Nil. any redemption / switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.
Risk Profile
Low Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
5th
L&T Large and Midcap Fund Direct Plan Growth Option
107th
Bajaj Finserv Large and Mid Cap Fund Regular Growth
Fund Managers
About Bajaj Finserv Large and Mid Cap Fund Regular Growth
Bajaj Finserv Large and Mid Cap Fund Regular Growth is a Equity mutual fund scheme from Bajaj Finserv Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2024-02-29. Bajaj Finserv Large and Mid Cap Fund Regular Growth has ₹1703.73 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Bajaj Finserv Large and Mid Cap Fund Regular Growth as of Thu Mar 13 2025 is ₹10.734. The fund has an expense ratio of 2.05%, which is medium comparable to most other Equity funds.
Bajaj Finserv Large and Mid Cap Fund Regular Growth returns for the last 1 year are 7.57%. Since launch, it has delivered 7.25% average annual returns.
The Bajaj Finserv Large and Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Energy, Healthcare, Consumer Defensive, Basic Materials sectors.
Top 5 Holdings of Bajaj Finserv Large and Mid Cap Fund Regular Growth.
- HDFC Bank Ltd: 6.73%
- Infosys Ltd: 4.11%
- Reliance Industries Ltd: 3.83%
- Tata Consultancy Services Ltd: 3.71%
- Divi's Laboratories Ltd: 3.63%
AMC Information
| Name | Bajaj Finserv Asset Management Limited |
|---|---|
| Founding Date | 2024-02-29 |
| Phone | +91 2071576064 |
| Website | www.bajajamc.com |
| Address | India |
Tax Implications of Bajaj Finserv Large and Mid Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Bajaj Finserv Asset Management Limited
Money MarketLiquid
3Y CAGR
0%
expense ratio
0.11%
fund size
₹4234.72 Cr
Money MarketLiquid
3Y CAGR
0%
expense ratio
0.28%
fund size
₹4234.72 Cr
Money MarketOvernight
3Y CAGR
0%
expense ratio
0.12%
fund size
₹342.28 Cr
Money MarketOvernight
3Y CAGR
0%
expense ratio
0.07%
fund size
₹342.28 Cr
Fixed IncomeMoney Market
3Y CAGR
0%
expense ratio
0.76%
fund size
₹2992.30 Cr
FAQs
What is the current NAV of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What are the average returns of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
How do I invest in Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What is the expense ratio of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What are net assets under management (AUM) of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What is the PE and PB ratio of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What are the top 5 holdings of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What are the top 3 sectors that Bajaj Finserv Large and Mid Cap Fund Regular Growth has invested in?
Who is the manager of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
What is the exit load of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
How to Redeem Bajaj Finserv Large and Mid Cap Fund Regular Growth?
Can I invest in SIP and a Lump Sum of Bajaj Finserv Large and Mid Cap Fund Regular Growth?
