Bajaj Finserv Large & 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(%) | 4.39 | N/A | N/A | N/A |
The Current NAV of Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth is ₹11.59.
It is better to invest in a fund with a longer track record as Bajaj Finserv Large & 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 & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.73%
The process for redemption is
The AUM of Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth is currently ₹2,324 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Divis Laboratories and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 35% of fund’s portfolio respectively.
Top three sectors of Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Healthcare accounting for 55% 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 & Mid Cap Fund - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.
Nimesh Chandan and Sorbh Gupta manage the Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth Fund.
Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth current PE ratio is 39.42 and PB ratio is 6.75
The asset allocation of Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 97.88%, Debt : 1.85% and Gold : 0.23%
The minimum SIP amount for Bajaj Finserv Large & Mid Cap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹500.00
The exit load for Bajaj Finserv Large & 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