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(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | 5.41 | N/A | N/A | N/A |
The Current NAV of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is ₹11.71.
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 1.99%
The process for redemption is
The AUM of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is currently ₹2,082 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Federal Bank and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 33% of fund’s portfolio respectively.
Top three sectors of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth fund are BFSI, Healthcare and Auto accounting for 54% 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 36.49 and PB ratio is 6.68
The asset allocation of Bajaj Finserv Large and Mid Cap Fund - Regular Plan - Growth is Stocks : 97.68%, Debt : 0.57% and Gold : 1.79%
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
MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.
To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.
MoneyWorks4Me ensures this through: