
Bajaj Finserv Large & Mid Cap Fund(G)-Direct Plan
+5.29%
1Y annualised
+5.29%
1Y annualised
-0.79% 1D
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Buy, Hold or Sell?
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NAV : 01 Sep 2026
₹12.89
Min. SIP amount
₹500
Fund size (AUM)
2444 Cr
Expense ratio
0.59%
Launched on
27 Feb 2024
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 01 Sep 2026
₹12.89
Min. SIP amount
₹500
Fund size (AUM)
2444 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
38.49%
Mid Cap
37.06%
Small Cap
19.72%
Others
4.73%
Sector Allocation
Bank
18.19%
Automobile & Ancillaries
17.32%
Healthcare
9.89%
Finance
8.84%
Textile
4.83%
Capital Goods
4.64%
Chemicals
3.91%
Fmcg
3.90%
Others
28.10%
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
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Sundaram Large and Mid Cap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
WOC Large & Mid Cap Fund(G)-Direct Plan
Axis Large & Mid Cap Fund(G)-Direct Plan
FAQs
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