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FAQ : Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.12 N/A N/A N/A
Average Rolling Returns(%) 13.52 N/A N/A N/A

The Current NAV of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is ₹12.34.

It is better to invest in a fund with a longer track record as Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.02%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is currently ₹2,120 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and SBI and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 27% of fund’s portfolio respectively.

Top three sectors of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth fund are BFSI, Healthcare and IT accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.

Nimesh Chandan and Sorbh Gupta manage the Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth Fund.

Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth current PE ratio is 51.95 and PB ratio is 8.43

The asset allocation of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is Stocks : 96.73%, Debt : 3.23% and Gold : 0%

The minimum SIP amount for Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹500.00

The exit load for Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is Nil upto 10% of units and 1% for remaining units or before 6 months, Nil after 6 months

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