
Bajaj Finserv Large and Mid Cap Fund(G)-Direct Plan
+0.00%
1Y annualised
+0.00%
1Y annualised
+0.93% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 27 Jul 2026
₹12.67
Min. SIP amount
₹500
Fund size (AUM)
2403 Cr
Expense ratio
0.59%
Launched on
27 Feb 2024
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 27 Jul 2026
₹12.67
Min. SIP amount
₹500
Fund size (AUM)
2403 Cr
Expense ratio
0.59%
Launched on
27 Feb 2024
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
57.77%
Mid Cap
58.75%
Small Cap
25.83%
Others
4.76%
Sector Allocation
Bank
17.87%
Automobile & Ancillaries
14.00%
Healthcare
12.64%
Finance
11.01%
It
3.79%
Chemicals
3.29%
Iron & Steel
2.76%
Retailing
2.70%
Others
31.15%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units or before 6M, Nil after 6M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Nimesh Chandan
Present
Sorbh Gupta
Present
Siddharth Chaudhary
Present
Similar/Peer Fund Comparison
HSBC Large & Mid Cap Fund(G)-Direct Plan
Quant Large & Mid Cap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
WOC Large & Mid Cap Fund(G)-Direct Plan
Helios Large & Mid Cap Fund(G)-Direct Plan
Union Large & Midcap Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
