Bajaj Finserv Large and Mid Cap Fund Direct Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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.

The Bajaj Finserv Large and Mid Cap Fund Direct Growth has an AUM of 1389.46 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.61%. The minimum investment in Bajaj Finserv Large and Mid Cap Fund Direct Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include HDFC Bank, Tata Consultancy Services, Hindustan Unilever & Reliance Industries.

The major sectors where the fund is invested are Biotechnology & Drugs, Regional Banks, Construction Services & Personal & Household Prods..

Some of the similar funds are ICICI Prudential Regular Gold Savings Fund(FOF) Direct Plan Growth, Baroda BNP Paribas Large and Mid Cap Fund Direct Growth, Union Large & Midcap Fund Direct Growth, Whiteoak Capital Large & Mid Cap Fund Direct Growth, Bajaj Finserv Large and Mid Cap Fund Direct Growth. Bajaj Finserv Large and Mid Cap Fund Direct Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.