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Bajaj Finserv Large and Mid Cap Fund Direct growth
Equity • Large and Mid Cap • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct growth
Launched On
29 Feb 2024
1.5 years ago
Lock-in Period
No lock-in
NAV
as of 05 Sep 2025
₹12.31
+0.0488% (0.10)
AUM
₹2,120 Cr
Expense ratio
0.59%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 6M
1%
If units sold after 6M
0%
Distribution
Asset split
Market capital
Equity96.84%
Cash3.16%
What's in this fund?
Sectors
Holdings
Financial Services
Basic Materials
Industrials
Consumer Cyclical
Healthcare
Fund House
Bajaj Finserv
Inc: 05 Jul 2023 • Total AUM: ₹24,386 Cr • Rank #26Bajaj Finserv Mutual Fund was started in September 2021. The fund house is headed by Ganesh Mohan as the MD & CEO. As of 31 March 2024, it has an AUM of ₹10,138 Cr.
Fund Managers
Nimesh Chandan
Experience: 2.16 yrs • Total AUM: 2,12,874 Cr
Siddharth Chaudhary
Experience: 2.16 yrs • Total AUM: 2,30,227 Cr
Sorbh Gupta
Experience: 2.05 yrs • Total AUM: 78,894 Cr
Risk
Category risk
Very low
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
20.42%
Expense ratio
0.82%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.24%
Expense ratio
0.53%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
18.25%
Expense ratio
0.75%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
16.63%
Expense ratio
0.6%
Returns vs category
Risk vs category
Tata Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
14.92%
Expense ratio
0.63%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.