Bajaj Finserv Large Cap Fund Regular Plan Growth

10.24
NAV (Sep 13,2024)

Invest in the Bajaj Finserv Large Cap Fund - Regular Plan - Growth and secure your financial future. With a minimum investment of INR 500, this fund offers excellent growth potential. The lock-in period is 0, giving you the flexibility to withdraw your investment whenever needed. Established on August 20, 2024, this fund is designed to maximize returns and create wealth over the long term. Start investing today and take a step towards financial prosperity.

Bajaj Finserv Large Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Bajaj Finserv Large Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    57.52
  • P/B Ratio
    UM_URBAN_MONEY

    9.38
  • Alpha
    UM_URBAN_MONEY

    0.04
  • Beta
    UM_URBAN_MONEY

    0.86
  • Sharpe
    UM_URBAN_MONEY

    0.29
  • Sortino
    UM_URBAN_MONEY

    0.83

Fund Overview

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

1.00%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

995.64 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 17, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

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Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Tata Consultancy Services Limited6.54%
  • Reliance Industries Limited5.68%
  • HDFC Bank Limited5.41%
  • Divi s Laboratories Limited5.04%
  • HDFC Life Insurance Company Limited4.94%
  • Hindustan Unilever Limited4.64%
  • Britannia Industries Limited4.47%
  • Bharti Airtel Limited4.46%
  • Larsen & Toubro Limited4.46%
  • Mahindra & Mahindra Limited3.95%
  • Hero MotoCorp Limited3.75%
  • Godrej Consumer Products Limited3.67%
  • NTPC Limited3.67%
  • UltraTech Cement Limited3.66%
  • Coal India Limited3.24%
  • State Bank of India3.16%
  • Sun Pharmaceutical Industries Limited3.04%
  • Tata Power Company Limited2.98%
  • Marico Limited2.86%
  • Zomato Limited2.76%
  • Grasim Industries Limited2.72%
  • ABB India Limited2.67%
  • Info Edge India Limited2.48%
  • Net Receivables Payables2.47%
  • Asian Paints Limited2.34%
  • Maruti Suzuki India Limited2.20%
  • Clearing Corporation of India Ltd1.46%
  • Bharat Electronics Limited1.29%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Large Cap Fund - Regular Plan - GrowthJM Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.87%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

16.16%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

16.02%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

14.12%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.72%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.44%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.23%

Quant Large Cap Fund - Regular Plan - GrowthQuant Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.07%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

12.79%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

11.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.85%

WhiteOak Capital Large Cap Fund - Regular Plan - GrowthWhiteOak Capital Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.23%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

36.12%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.83%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.26%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

28.56%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.88%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

25.45%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

25.43%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

22.90%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

22.27%

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

20.47%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

17.30%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

16.93%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.19%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.10%

Sundaram Large Cap Fund - Regular Plan - GrowthSundaram Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.53%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.40%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.39%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

10.42%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.00%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

19.61%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

19.00%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

18.58%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.91%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

17.64%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

16.06%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

14.12%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.78%

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

12.57%

Fund Managers

NC

Mr. Nimesh ChandanFund Manager

Mr. Nimesh has over 22 years of experience in the Indian Capital Market. He has spent 17 years in Fund Management - managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

SG

Mr. Sorbh GuptaAssociate Fund Manager

Mr. Sorbh Gupta has over 11 years of overall experience in the equity research. He has been with Quantum Asset Management Company Pvt. Ltd. (Quantum) since March 2011. Prior to Joining Quantum, he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt.Ltd.

SC

Mr. Siddharth ChaudharyFund Manager - Fixed Income

Mr. Siddharth is a B Com and PG Diploma in Securities Markets from the Indian Institute of Capital Markets. He is also a Level II CFA.He jointly manages Sundaram Money Fund, Sundaram Ultra Short-Term Fund, Sundaram Flexible Fund Short-Term Plan, Sundaram Capital Protection Oriented Funds, Sundaram Monthly Income Plan and Sundaram Fixed Income Interval Funds along with Dwijendra Srivastava.His previous experience includes 4 years in Indian Bank as Fixed Income and Derivatives Dealer.

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FAQ's

What is the risk level associated with the Bajaj Finserv Large Cap Fund - Regular Plan - Growth?

The Bajaj Finserv Large Cap Fund - Regular Plan - Growth has a very high risk level as a mutual fund investment.

What is the current NAV (Net Asset Value) of the Bajaj Finserv Large Cap Fund - Regular Plan - Growth as of Sep 13,2024?

The current NAV of the Bajaj Finserv Large Cap Fund - Regular Plan - Growth as of Sep 13,2024 is INR 10.24.

Does the Bajaj Finserv Large Cap Fund - Regular Plan - Growth impose any exit load?

The Bajaj Finserv Large Cap Fund - Regular Plan - Growth has a 1.00% exit load, which means investors will incur a fee if they withdraw their investment before a certain period.

What is the minimum investment amount required for the Bajaj Finserv Large Cap Fund - Regular Plan - Growth?

The Bajaj Finserv Large Cap Fund - Regular Plan - Growth requires a minimum investment amount of INR 500.

Is there a systematic investment plan (SIP) available for the Bajaj Finserv Large Cap Fund - Regular Plan - Growth?

Yes, SIP is available for the Bajaj Finserv Large Cap Fund - Regular Plan - Growth with a minimum investment of INR 500 per month.

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