Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedFund Details
Risk Metrics
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Sharpe Ratio
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Alpha
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Sortino
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth is a Large & Mid Cap mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹2.3K Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.99%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations