Bajaj Finserv Large and Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 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)

₹2,445 Cr

Lock In Period

N/A

Expense Ratio

2.65

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(%)
1M1.510.605.72
6M1.942.8929.78
1Y3.005.5240.44
3Y0.0014.69134.87

Portfolio Analysis

  • Equity: 97.17%
  • Debt: 2.83%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited5.23%
2. HDFC Bank Limited4.13%
3. The Federal Bank Limited3.19%
4. RBL Bank Limited2.00%
5. Axis Bank Limited0.93%

1. Divi's Laboratories Limited3.35%
2. Neuland Laboratories Limited1.60%
3. Piramal Pharma Limited1.42%
4. Glenmark Pharmaceuticals Limited1.25%
5. GlaxoSmithKline Pharmaceuticals Limited0.97%
6. Onesource Specialty Pharma Limited0.45%
7. Sun Pharmaceutical Industries Limited0.32%

1. Schaeffler India Limited2.52%
2. Timken India Limited1.18%

1. Shriram Finance Limited2.86%
2. Sundaram Finance Limited0.80%

1. Tata Steel Limited2.09%
2. JSW Steel Limited1.45%

1. Sona BLW Precision Forgings Limited3.44%

1. Reliance Industries Limited3.32%

1. Berger Paints (I) Limited3.15%

1. UNO Minda Limited2.75%

1. ITC Limited2.73%

1. State Bank of India2.71%

1. Tata Motors Passenger Vehicles Limited2.65%

1. K.P.R. Mill Limited2.58%

1. Coforge Limited0.91%
2. Billionbrains Garage Ventures Ltd0.55%
3. Infosys Limited0.53%
4. Persistent Systems Limited0.27%

1. Page Industries Limited2.25%

1. Blue Star Limited2.22%

1. Bajaj Auto Limited2.19%

1. Petronet LNG Limited2.18%

1. Thermax Limited2.09%

1. Nuvama Wealth Management Limited1.24%
2. Prudent Corporate Advisory Services Limited0.67%

1. Vedanta Aluminium Metal Limited1.89%

1. Linde India Limited1.65%

1. Bharat Dynamics Limited1.57%

1. Bajaj Finserv Limited1.56%

1. Titan Company Limited1.45%

1. Exide Industries Limited1.28%

1. Eternal Limited0.75%
2. Swiggy Limited0.50%

1. BSE Limited0.78%
2. Multi Commodity Exchange of India Limited0.46%

1. Zydus Wellness Limited1.17%

1. Prestige Estates Projects Limited1.11%
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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 ₹2,445 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.65. 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
Whiteoak Capital Large & Mid Cap Fund Growth02,440 CR2.4
JM Large & Mid Cap Fund Growth0447 CR2.64
Bajaj Finserv Large and Mid Cap Fund Growth02,444 CR2.65
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundWhiteoak Capital Large & Mid Cap Fund Growth7.15370
This FundJM Large & Mid Cap Fund Growth5.98810
This FundBajaj Finserv Large and Mid Cap Fund Growth2.99970
This FundInvesco India Large & Mid Cap Fund Growth7.022388.2423

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 2.65. 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 : 1.51%
  • 6 Months : 1.94%
  • 1 Year : 3.00%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Large and Mid Cap Fund Growth are updated daily based on NAV of ₹ 12.533 as on Aug 20,2026. 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 ₹2,445 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.