Bajaj Finserv Large and Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Rating : Unrated

₹ 12.42

NAV

Updated: 17 Jul 2025

Fund House

Fund Manager

Nimesh Chandan

Fund Benchmark
NIFTY LargeMidcap 250 - TRI

Total AUM

₹ 2,120.20 Cr

Expense Ratio
2.02

52 Week High
₹ 12.72

52 Week Low
₹ 10.60

Fund Verdict

Aggressive Buy

Disclaimer:This fund verdict is derived from present values of Alpha, Sharpe Ratio, and Standard Deviation. It is not a predictor of future outcomes. Investors should carry out independent risk evaluation prior to making investment decisions.

Advance Ratios

P/E Ratio12.72

P/B Ratio3.91

Sharpe0.25

Turnover Ratio104.00

Alpha0.26

Beta0.89

Sortino0.49

Standard Deviation13.62

Fund Performance

Shot Term Returns

Duration	1M	3M	6M	1Y
Returns	2.24%	12.76%	7.41%	3.99%

Long Term Returns

Duration	2Y	3Y	5Y	10Y
Returns	-	-	-	-

Market Cap Distribution

Large Cap

47.81 %
Mid Cap

37.78 %
Small Cap

11.18 %

Avg Market Cap
₹ 1,36,062.00
(In Crore)

Peer Information

Motilal Oswal Large & Midcap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 12.31%

3Y Returns 32.17%

AUM ₹11,816.30 Cr

NAV ₹34.03

Buy Now

WOC Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 5.38%

3Y Returns

AUM ₹1,775.80 Cr

NAV ₹13.14

Buy Now

Baroda BNP Paribas Large & Mid Cap Fund-Reg(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 0.57%

3Y Returns 22.34%

AUM ₹1,650.50 Cr

NAV ₹27.34

Buy Now

ICICI Pru Large & Mid Cap Fund(G)

Equity Large & Mid Cap Aggressive Buy

1Y Returns 5.76%

3Y Returns 24.88%

AUM ₹22,856.60 Cr

NAV ₹1,006.38

Buy Now

Invest Now

Start SIP or one-time investment

Download Form

Get required investment documents

Chat on WhatsApp

Talk to an advisor directly

Plan Your Long Term Goals

5,000 per month

Duration

Total investment of ₹0

Would have become ₹0

Note: Projections are calculated assuming an annual return rate of 12%.

Ready to explore mutual fund investments? Our experts can help you understand the options, risks, and potential returns to build a financial roadmap tailored to your goals. Schedule a consultation today!

Talk to an Expert

Mutual Funds Specialist

Call Now

Contact Us