Bajaj Finserv Large And Mid Cap Fund- Regular Plan- Growth
- 1Yr %
- 3Yr %
- 5Yr %
- Max 22.41 %
Minimum investment amount
It is the smallest value amount for which an investor can purchase a mutual fund. It can vary for each mutual fund.
Mutual fund calculator
The calculator shows the investment corpus accumulated if you had started SIP or lumpsum investment in the fund for the selected period, basis the past performance.
Our mutual fund calculator has been designed to help you understand indicative returns on this fund based on past performance.
Peer comparison
To help you make informed investment decision, here is a list of other fund options in the same category with similar returns.
Expense ratio, exit load & taxation as on 08/10/2024
Hereunder are applicable charges and tax obligations that may apply to you.
Tax & TDS are subject to applicable surcharge and health & education cess at the rate of 4%.
2.07%
The expense ratio refers to how much of a fund's assets are used towards administrative and other operating expenses.
The expense ratio refers to how much of a fund's assets are used towards administrative and other operating expenses.
Expense ratio
Exit load – Charge applied to mutual fund redemptions before the designated investment period.
Exit load for the fund is
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.
Exit load – Charge applied to mutual fund redemptions before the designated investment period.
Exit load for the fund is
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.Exit load
Taxation
STCG: 15%
The Short term capital gains (STCG) is eligbile for taxation of 15% + Surcharge@10% or 15% + 4% Health & education Cess =17.16% or 17.94%
The Short term capital gains (STCG) is eligbile for taxation of 15% + Surcharge@10% or 15% + 4% Health & education Cess =17.16% or 17.94%
(Duration of Investment < 12 months)
LTCG: 10%
Long term capital gains (LTCG) of more than Rs. 1 Lakh is applicable for taxation of 10% without indexation & without Foreign currency conversion benefit + Surcharge @10% or 15% + 4% Health & Education cess = 11.44% & 11.96%
Long term capital gains (LTCG) of more than Rs. 1 Lakh is applicable for taxation of 10% without indexation & without Foreign currency conversion benefit + Surcharge @10% or 15% + 4% Health & Education cess = 11.44% & 11.96%
(Duration of Investment < 12 months)
Riskometer
Low
Moderatly Low
Moderate
Moderatly High
High
Very High
What it shows and how to interpret it?
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Riskometer stipulated by SEBI reflects the current risk of the scheme at a given point of time.
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The meter categorizes the schemes under different levels of risk based on the respective scheme’s asset allocation pattern.
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For each mutual fund, the risk can range from low to very high, as depicted by different colours in the riskometer.
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The graph's arrow shows the risk level associated with this fund.
About mutual fund
Scheme details
Category
equity: large & midcap
Launch date
06 February, 2024
Fund type
Open End
Lock in period
NA
Additional details
AUM
₹
1389.46 Cr
Assets Under Management (AUM) is the total market value of the investments that the fund manages on behalf of the unitholders.
Assets Under Management (AUM) is the total market value of the investments that the fund manages on behalf of the unitholders.
Benchmark index
NIFTY Large Midcap 250 TRI
It is an unmanaged group of securities which are considered as a 'benchmark' to measure a fund's/stock's performance.
It is an unmanaged group of securities which are considered as a 'benchmark' to measure a fund's/stock's performance.
Portfolio turnover
Not available
It is an indicator of how quickly fund managers buy and sell the specific assets and securities within the fund in a specified period.
It is an indicator of how quickly fund managers buy and sell the specific assets and securities within the fund in a specified period.
About AMC
AUM :
No. Of Schemes :
Since Inception :
Fund manager(s)
Every mutual fund has experienced professionals that manage your funds.
Performance ratios
Performance ratios
It is a statistical value that illustrates the average returns generated by a fund over a specified duration, such as one month, six months, one year, etc.
Alpha is the excess returns relative to market benchmark for a given amount of risk taken by the scheme.
Beta of a mutual fund scheme is the volatility of the scheme relative to its market benchmark.
It is a statistical tool that measures the deviation or dispersion of the data from the mean or average.
The Sharpe ratio is a measure of an investment's return after taking into consideration all the inherent risks.
Sortino ratio is the statistical tool that measures the performance of the investment relative to the downward deviation.
What are performance ratios?
Before investing in a mutual fund, it is important to analyse its performance based on certain parameters. Mentioned are some key ratios to help you evaluate the performance of the mutual fund. Click on the info icon to know what each parameter signifies.
Frequently asked questions
What are mutual funds?
Mutual funds are investment options which consist of pooled money from various investors that are later invested in stocks, securities, money market, bonds, etc. These investments are managed by well-qualified professionals. The funds may be collected through a Lumpsum or SIP (Systematic Investment Plan) mode of investment, as per the strategy and investment objective of the fund.
How are mutual funds categorised?
Mutual funds are generally categorised according to the asset class. Most mutual funds are divided into Equity, Debt, and Hybrid.
- Equity: These Mutual Funds invest mostly in equity stocks (up to 100%). ELSS/Tax saver subcategory within equity allows tax benefits under section 80C of the Income Tax Act and has a lock-in period of 3 years.
- Debt: These mutual funds invest in debt instruments like bonds, treasury bills, etc. (except equity).
- Hybrid: Hybrid mutual funds invest in a combination of Equity and Debt investments.
What is Lumpsum & SIP investment?
There are two ways of investing in mutual funds – Lumpsum and SIP.
Lumpsum is a method of investing a corpus in one go. It is usually used when an investor tries to time the market.
SIP is a method of investing a fixed amount at regular intervals, similar to a recurring deposit. The most important benefit of SIP is averaging the cost of buying and investors don’t have to constantly time the market.
What is SWP?
SWP or Systematic Withdrawal Plan is a type of mutual fund plan wherein the investor has the option to withdraw fixed amounts at a periodic frequency, like monthly or quarterly. The investor may choose to withdraw only the gains or sell a few units and get the money. It is perfect for people who need a source of regular income.
