{"id":228157,"date":"2026-09-02T15:45:44","date_gmt":"2026-09-02T10:15:44","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=228157"},"modified":"2026-09-02T15:45:45","modified_gmt":"2026-09-02T10:15:45","slug":"bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Bajaj Finserv Large &#038; Mid Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-large-mid-cap-fund-g-direct-plan\">Bajaj Finserv Large &#038; Mid Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b912.891 as of 01 Sep 2026 and an AUM of \u20b92,444 Cr. Its 1-year, 3-year and 5-year returns are 5.29%, Data not available and Data not available, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a mid- to higher-risk equity option for investors who can tolerate a choppier path in exchange for large- and mid-cap participation. The return profile is still young, so the recent numbers matter more than any long history, and the portfolio mix suggests the fund may be shaped by a handful of large positions rather than broad, low-volatility diversification.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Bajaj_Finserv_Large_Mid_Cap\" title=\"Should you BUY or HOLD Bajaj Finserv Large &#038; Mid Cap?\">Should you BUY or HOLD Bajaj Finserv Large &#038; Mid Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Bajaj_Finserv_Large_Mid_Cap_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan?\">What is the current NAV of Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_its_benchmark_recently\" title=\"How has the fund performed versus its benchmark recently?\">How has the fund performed versus its benchmark recently?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_listed_peer_funds_on_1-year_return\" title=\"How does it compare with the listed peer funds on 1-year return?\">How does it compare with the listed peer funds on 1-year return?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-and-mid-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Metric<\/th>\n<th>Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b912.891<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b92,444 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.59%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>27 Feb 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Mid Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>Nil up to 10% of units and 1% for remaining units if sold within 6 months; no exit load after the holding period.<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 01 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.32%<\/td>\n<td>-2.9%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>6.12%<\/td>\n<td>2.44%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>5.29%<\/td>\n<td>-2.9%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund has been positive over 3 months and 1 year, but the 1-month figure was still mildly negative. That tells us the recent run has improved after some short-term pressure, though the path has not been smooth enough to look defensive.<\/p>\n<p>Against the benchmark, the fund has clearly done better over 3 months and 1 year. The 1-year gap is especially noticeable because the benchmark was negative over the same period while the fund stayed in positive territory. That points to a more resilient short-term pattern than the benchmark, even if the margin is not large enough to call it a breakout story.<\/p>\n<p>The daily path over the past year shows recovery after a deeper dip earlier in the period, followed by a steadier phase with some setbacks along the way. Our read is that this is more of a rebuilding pattern than a straight-line compounder. Since the fund has only been live since 2024, the longer-term return record is still developing, so recent behaviour deserves more weight than a 3-year or 5-year comparison at this stage.<\/p>\n<p>For investors, the important takeaway is that the fund has managed to hold up better than the benchmark in the recent window, but it still reflects equity-market swings. That makes the current profile more useful for people who want active large- and mid-cap exposure and are comfortable with uneven interim performance rather than for those who want smoother month-to-month outcomes.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 01 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Bajaj_Finserv_Large_Mid_Cap\"><\/span>Should you BUY or HOLD Bajaj Finserv Large &#038; Mid Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Bajaj Finserv Large &#038; Mid Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-large-mid-cap-fund-g-direct-plan\">Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>5.29%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-large-and-mid-cap-fund-g-direct-plan\">HSBC Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>14.6533%<\/td>\n<td>18.8444%<\/td>\n<td>15.6202%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-and-mid-cap-fund-g-direct-plan\">Quant Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>14.2336%<\/td>\n<td>16.0478%<\/td>\n<td>16.641%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-large-and-midcap-fund-g-direct-plan\">Motilal Oswal Large &amp; Midcap Fund Direct Growth Plan<\/a><\/td>\n<td>14.0489%<\/td>\n<td>23.4465%<\/td>\n<td>19.1685%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-large-and-mid-cap-fund-g-direct-plan\">Sundaram Large and Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>12.6952%<\/td>\n<td>15.9101%<\/td>\n<td>13.1838%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/axis-large-and-mid-cap-fund-g-direct-plan\">Axis Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>12.2455%<\/td>\n<td>16.8754%<\/td>\n<td>13.376%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is well below the other five funds listed here, while those peers have been in the 12% to 15% range. On longer horizons, the peers with available data also show materially stronger 3-year and 5-year outcomes, so the gap is not confined to just the latest period. That said, the current fund is newer than the rest of the group, so its short history means the recent comparison carries more weight than a full-cycle judgment.<\/p>\n<p>What stands out is that the short-term picture and the longer-term peer picture are both pointing in the same direction: the fund has lagged the available peer return set so far. The one nuance is that its recent 3-month trend is firmer than its 1-year figure suggests, which leaves room for improvement if that shorter recovery persists. Still, based on the available figures, the peer set has delivered a much stronger compounding record overall.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 01 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>5.23%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Limited<\/td>\n<td>Bank<\/td>\n<td>4.13%<\/td>\n<\/tr>\n<tr>\n<td>Sona BLW Precision Forgings Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.44%<\/td>\n<\/tr>\n<tr>\n<td>Divi&#8217;S Laboratories Limited<\/td>\n<td>Healthcare<\/td>\n<td>3.35%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Limited<\/td>\n<td>Crude Oil<\/td>\n<td>3.32%<\/td>\n<\/tr>\n<tr>\n<td>The Federal Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.19%<\/td>\n<\/tr>\n<tr>\n<td>Berger Paints (I) Limited<\/td>\n<td>Chemicals<\/td>\n<td>3.15%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Limited<\/td>\n<td>Finance<\/td>\n<td>2.86%<\/td>\n<\/tr>\n<tr>\n<td>Uno Minda Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.75%<\/td>\n<\/tr>\n<tr>\n<td>ITC Limited<\/td>\n<td>FMCG<\/td>\n<td>2.73%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 34.15% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-large-mid-cap-fund-g-direct-plan\">Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Limited, is 5.23%, which is meaningful but not so large that it dominates the portfolio on its own. The next few positions are also close enough in size to suggest that influence may be shared across several holdings rather than concentrated in just one stock.<\/p>\n<p>Weight drops from 5.23% at the top to 2.73% by the tenth holding, so the spread across the top group is moderate rather than steep. That pattern may reduce reliance on a single position, but it still leaves the portfolio sensitive to the direction of the leading names because the top 10 together account for about a third of assets.<\/p>\n<p>With 54 disclosed holdings and the top 10 making up 34.15%, the fund looks moderately concentrated at the visible end and then likely moves into a longer tail of smaller positions. Our read is that this structure may support active stock selection, while also leaving enough diversification to avoid extreme single-stock dependence.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 01 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors with a higher tolerance for equity volatility and a multi-year horizon. The High Risk label fits the return pattern: recent performance has improved, but the path has been uneven and the longer record is still developing.<\/p>\n<p>It may appeal to investors who want large- and mid-cap exposure and are comfortable comparing the fund not just with a benchmark but also with stronger peer return histories. The trade-off is clear: the fund offers active equity participation, but the recent return profile and the portfolio\u2019s noticeable concentration in a few large holdings mean the ride may be uneven.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: Nil up to 10% of units and 1% for remaining units if sold within 6 months; no exit load after the holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 01 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Bajaj_Finserv_Large_Mid_Cap_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b912.891 as of 01 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 5.29%, while the 3-year and 5-year returns are Data not available and Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_its_benchmark_recently\"><\/span>How has the fund performed versus its benchmark recently?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 month, the fund returned -1.32% versus -2.9% for the benchmark. Over 3 months, it returned 6.12% versus 2.44%, and over 1 year it returned 5.29% versus -2.9%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_listed_peer_funds_on_1-year_return\"><\/span>How does it compare with the listed peer funds on 1-year return?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return of 5.29% is below the listed peer returns, which are all in double digits for the funds shown here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary. The exit load is nil up to 10% of units and 1% for remaining units if sold within 6 months, with no exit load after the holding period.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan has shown a better recent run than its benchmark, but its available peer comparison is weaker on the return figures shown here. The risk label is High Risk, and the portfolio\u2019s top holdings take up a meaningful share without making any one position overwhelming. That combination makes it more suitable for investors who can handle volatility and want active large- and mid-cap exposure over a long horizon, rather than for those who want a smoother near-term experience.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 2 September 2026 at 3:44 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Bajaj Finserv Large & Mid Cap Fund Direct Growth Plan\",\"identifier\":\"bajaj-finserv-large-mid-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"27 Feb 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":12.891,\"valueReference\":\"as of 01 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"2444 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.59\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Mid Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":5.2928},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Bajaj Finserv Large & Mid Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b912.891 as of 01 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 5.29%, while the 3-year and 5-year returns are Data not available and Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus its benchmark recently?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 month, the fund returned -1.32% versus -2.9% for the benchmark. Over 3 months, it returned 6.12% versus 2.44%, and over 1 year it returned 5.29% versus -2.9%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the listed peer funds on 1-year return?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return of 5.29% is below the listed peer returns, which are all in double digits for the funds shown here.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary. The exit load is nil up to 10% of units and 1% for remaining units if sold within 6 months, with no exit load after the holding period.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bajaj Finserv Large &#038; Mid Cap Fund Direct Growth Plan has a NAV of \u20b912.891 as of 01 Sep 2026, an AUM of \u20b92,444 Cr and a High Risk profile.<\/p>\n","protected":false},"author":29,"featured_media":228155,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-228157","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["228155"],"rank_math_title":["Bajaj Finserv Large &amp; Mid Cap Fund: NAV &amp; Returns"],"rank_math_description":["Bajaj Finserv Large &amp; Mid Cap Fund Direct Growth Plan NAV is \u20b912.891 as of 01 Sep 2026; 1Y return is 5.29%."],"rank_math_focus_keyword":["Bajaj Finserv Large & Mid Cap Fund 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