Bajaj Finserv Large and Mid Cap Fund Growth Return

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  • 6M
  • 1Y
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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)

₹2,324 Cr

Lock In Period

N/A

Expense Ratio

2.59

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(%)
1M-6.00-1.402.98
6M-5.380.8816.19
1Y-6.912.7140.44
3Y0.0013.2287.68

Portfolio Analysis

  • Equity: 97.88%
  • Debt: 2.12%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Limited6.25%
2. ICICI Bank Limited5.37%
3. The Federal Bank Limited2.32%
4. RBL Bank Limited2.26%

1. Divi's Laboratories Limited4.07%
2. Piramal Pharma Limited1.51%
3. Aurobindo Pharma Limited1.42%
4. GlaxoSmithKline Pharmaceuticals Limited1.06%
5. Laurus Labs Limited0.81%
6. Neuland Laboratories Limited0.73%
7. Onesource Specialty Pharma Limited0.45%
8. Sun Pharmaceutical Industries Limited0.30%

1. Tata Steel Limited2.59%
2. JSW Steel Limited1.50%

1. Schaeffler India Limited2.41%
2. Timken India Limited1.27%

1. Sona BLW Precision Forgings Limited3.28%

1. Sundaram Finance Limited1.66%
2. Muthoot Finance Limited1.56%

1. Reliance Industries Limited3.17%

1. National Stock Exchange Of India Ltd1.28%
2. Multi Commodity Exchange of India Limited1.24%
3. BSE Limited0.47%

1. Coforge Limited2.23%
2. Infosys Limited0.49%
3. Persistent Systems Limited0.27%

1. ITC Limited2.68%

1. State Bank of India2.66%

1. K.P.R. Mill Limited2.51%

1. Vedanta Aluminium Metal Limited2.42%

1. UNO Minda Limited2.38%

1. Page Industries Limited2.10%

1. Petronet LNG Limited2.05%

1. LG Electronics India�Ltd1.00%
2. Dixon Technologies (India) Limited0.86%

1. Eternal Limited0.94%
2. Swiggy Limited0.80%

1. Thermax Limited1.73%

1. Linde India Limited1.71%

1. Nuvama Wealth Management Limited1.03%
2. Prudent Corporate Advisory Services Limited0.67%

1. Welspun Corp Limited1.65%

1. LIC Housing Finance Limited1.63%

1. Titan Company Limited1.44%
2. Thangamayil Jewellery Limited0.14%

1. Berger Paints (I) Limited1.55%

1. Bajaj Auto Limited1.45%

1. Zydus Wellness Limited1.44%

1. Bajaj Finserv Limited1.40%

1. Exide Industries Limited1.36%

1. Prestige Estates Projects Limited1.26%

1. GE Vernova T&D India Limited1.21%

1. Balkrishna Industries Limited1.14%
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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 Large and Mid Cap Fundsscheme with Assets Under Management of ₹2,324 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.59. 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

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 2.59. 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 : -6.00%
  • 6 Months : -5.38%
  • 1 Year : -6.91%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 11.235 as on Oct 23,2026. 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 ₹2,324 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.
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