EquityLarge & Mid Cap FundDirect · Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Bajaj Finserv · Scheme 152408
₹12.99▼ 0.05%NAV · 2026-09-18
Average FundScore
AUM
₹2,445 cr
Expense ratio
1.19%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Nimesh ChandanExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.
Average · 48/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 16%.
- ✓Alpha vs benchmark: +5.8%
- ✓Volatility: 14% annualised
- ✓Max drawdown: -16%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.39) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +5.5%
- •1Y return vs category: -1.3% vs category avg
FundScore breakdown
48/100 · Average
Returns
Weak
Consistency
Average
Risk-adjusted
Weak
Downside protection
Strong
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.