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Bajaj Finserv Large and Mid Cap Fund Growth Return

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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Bajaj Finserv Large and Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,403 Cr

Lock In Period

N/A

Expense Ratio

2.8

Exit Load

If units are redeemed / switched out within 6 months from the date of allotment: If upto 10% of units allotted are redeemed/switched out - Nil.Any redemption / switch-out of units in excess of 10% of units allotted - 1% of applicable NAV.If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.

Benchmark

Nifty Large Midcap 250 Total Return

Bajaj Finserv Large and Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.11-0.697.74
6M1.811.7364.49
1Y1.453.68137.57
3Y0.0012.21202.94

Portfolio Analysis

  • Equity: 98.10%
  • Debt: 1.90%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited5.10%
2. HDFC Bank Limited4.49%
3. The Federal Bank Limited3.34%
4. Axis Bank Limited2.45%
5. RBL Bank Limited1.73%
6. Bandhan Bank Limited0.21%

1. Divi's Laboratories Limited3.11%
2. Glenmark Pharmaceuticals Limited2.02%
3. Neuland Laboratories Limited1.71%
4. Piramal Pharma Limited0.90%
5. GlaxoSmithKline Pharmaceuticals Limited0.86%
6. Sun Pharmaceutical Industries Limited0.30%

1. Schaeffler India Limited2.76%
2. Timken India Limited1.54%

1. Tata Steel Limited2.10%
2. JSW Steel Limited1.42%
3. Vedanta Iron And Steel Limited0.11%

1. Reliance Industries Limited3.34%

1. Berger Paints (I) Limited3.33%

1. Sona BLW Precision Forgings Limited3.02%

1. K.P.R. Mill Limited2.94%

1. Shriram Finance Limited2.90%

1. ITC Limited2.83%

1. Tata Motors Passenger Vehicles Limited2.80%

1. State Bank of India2.76%

1. Page Industries Limited2.68%

1. UNO Minda Limited2.57%

1. Thermax Limited2.41%

1. Petronet LNG Limited2.22%

1. Blue Star Limited2.19%

1. Bajaj Auto Limited1.89%

1. Linde India Limited1.82%

1. Fortis Healthcare Limited1.75%

1. Bharat Dynamics Limited1.74%

1. Vedanta Aluminium Metal Limited1.61%

1. Nuvama Wealth Management Limited1.33%
2. Prudent Corporate Advisory Services Limited0.24%

1. Gabriel India Limited1.51%

1. ITC Hotels Limited1.49%

1. Billionbrains Garage Ventures Ltd0.48%
2. Infosys Limited0.48%
3. Coforge Limited0.23%
4. Persistent Systems Limited0.21%

1. Bajaj Finserv Limited1.39%

1. BSE Limited0.84%
2. Multi Commodity Exchange of India Limited0.50%

1. Titan Company Limited1.33%

1. Premier Energies Limited1.06%

1. Indo Tech Transformers Limited0.54%
2. GE Vernova T&D India Limited0.51%

1. Zydus Wellness Limited1.04%

About Fund Bajaj Finserv Large and Mid Cap Fund Growth

Bajaj Finserv Large and Mid Cap Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,403 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.8. Under the expert guidance of Nimesh Chandan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nimesh Chandan

Mr. Nimesh Chandan holds B.Com, MMS (Finance). Mr. Nimesh has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential India Recovery Fund - Series 4 Growth040 CR2.59
Bajaj Finserv Large and Mid Cap Fund Growth02,403 CR2.8
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundICICI Prudential India Recovery Fund - Series 4 Growth00
This FundBajaj Finserv Large and Mid Cap Fund Growth1.4470
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Bajaj Finserv Large and Mid Cap Fund Growth FAQs

Bajaj Finserv Large and Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Bajaj Finserv Large and Mid Cap Fund Growth is 2.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Bajaj Finserv Large and Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 1.11%
  • 6 Months : 1.81%
  • 1 Year : 1.45%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 12.412 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in Bajaj Finserv Large and Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Bajaj Finserv Large and Mid Cap Fund Growth is ₹2,403 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Bajaj Finserv Large and Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.