Bajaj Finserv Large Cap Fund

AMC: BAJAJ FINSERV Moderate Risk Equity Large Cap

📊 Quick Summary Of This Page

Bajaj Finserv Large Cap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.79%
Expense Ratio
Mr. Nimesh Chandan
Fund Manager
Growth
Plan Type
29 Jul 2024
Launch Date
1%
For each p urchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP), exit load will be as follows: If units are redeemed / switched out within 6 months from the date of allotment: 1% of applicable NAV. If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.
Exit Load
NAV Momentum
Fund Analysis

Bajaj Finserv Large Cap Fund does not yet have a 5-year performance history.

The average return for Large Cap funds is 51.31% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 4.47% -4.34%
2 Year Return N/A 7.94%
3 Year Return N/A 24.99%
4 Year Return N/A 42.81%
5 Year Return N/A 51.31%
6 Year Return N/A 83.45%
7 Year Return N/A 107.98%
Expense Ratio 1.79% -
NAV History
Fund Information

AMC: BAJAJ FINSERV

Category: Equity • Large Cap

Launch Date: 29 Jul 2024

Fund Manager: Mr. Nimesh Chandan

Minimum Purchase: ₹500

Exit Load: For each p urchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP) and Systematic Transfer Plan (STP), exit load will be as follows: If units are redeemed / switched out within 6 months from the date of allotment: 1% of applicable NAV. If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Bajaj Finserv Large Cap Fund is managed by BAJAJ FINSERV and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Bajaj Finserv Large Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Bajaj Finserv Large Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Bajaj Finserv Large Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Bajaj Finserv Large Cap Fund, based on the latest portfolio data.

Bajaj Finserv Large Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Bajaj Finserv Large Cap Fund is , which represents the annual cost charged for managing the fund.

Bajaj Finserv Large Cap Fund manages assets worth approximately , representing the total investor capital under management.

Bajaj Finserv Large Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Bajaj Finserv Large Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Bajaj Finserv Large Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Bajaj Finserv Large Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Bajaj Finserv Large Cap Fund and making investment decisions.

Yes, Bajaj Finserv Large Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Bajaj Finserv Large Cap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Bajaj Finserv Large Cap Fund to estimate returns and wealth creation over different time periods.