BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH

Fund House: Bajaj Finserv Mutual Fund
Category: Equity: Large Cap
Launch Date: 20-08-2024
Asset Class:
Benchmark: NIFTY 100 TRI
TER: 2.11% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: -
Turn over: -

9.68

-3.83%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The objective of the Scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH 20-08-2024 - - - - -
Invesco India Largecap Fund - Growth 21-08-2009 32.44 22.55 13.85 17.92 12.83
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 32.08 23.75 16.16 15.49 11.16
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 31.35 - - - -
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 30.93 21.56 15.58 17.7 13.05
BANDHAN Large Cap Fund - Regular Plan - Growth 09-06-2006 30.9 21.32 13.41 17.13 11.52
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 30.48 23.02 16.04 18.02 11.23
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 30.25 24.74 19.83 19.71 13.96
Quant Large Cap Fund - Growth Option - Regular Plan 08-08-2022 29.43 20.86 - - -
ICICI Prudential Bluechip Fund - Growth 01-05-2008 29.18 22.6 16.92 19.29 13.72

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

4.84%

Large Cap

183.16%

Mid Cap

12.0%

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