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Fund Facts
  • Name of Fund:
    Bajaj Finserv Large and Mid Cap
  • Opening:
    6th February 2024
  • Closing:
    20th February 2024
  • Scheme Type:
    Open Ended Equity Large & Mid Cap Fund
  • Minimum Investment:
    Rs. 500 and in multiples of Re. 1
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out are in excess of 10% of the units allotted within 6 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • Nifty LargeMid250

  • Fund Manager:

  • Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

35- 65% Equity
upto 30% Money Market
Comparable existing schemes
Invesco India Large & Mid Cap Fund 26.43(6M) 44.35(1Y)
Baroda BNP Paribas Large and Mid Cap Fund 27.31(6M) 41.02(1Y)

Fund Prognosis

Idea Distiller

Active management with themes within the category set is what the fund is all about.

  • Fund House AAUM:

  • Rs 621762.98 Lakhs(as on 31st December, 2023)

  • Fund Manager:

  • Combined experience of above 23 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

The fund houses focusses on themes to promote ordinary scheme ideas. A GOOD INITIATIVE.