Bajaj Finserv Large and Mid Cap Fund · Regular · Growth
NAV
₹12.4120
as of 31 Jul 2026
Expense Ratio
1.99%
AUM
₹2,314 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.56%
- 3Y
- —
- 5Y
- —
- Since Inception
- +9.33%
SIP returns (XIRR)
- 1Y
- +5.09%
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.20%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.00
Sharpe Ratio
-0.00
Alpha
0.33
Beta
0.00
Sortino
14.00%
Std Dev
-14.56%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Bajaj Finserv Large and Mid Cap Fund · Regular · 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 · 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 ₹2,314 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Large Midcap 250 TRI. 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