Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Bajaj Finserv Large & Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
4.9%
Net Receivables / (Payables)
3.2%
Reliance Industries Ltd
3.2%
State Bank of India
3.2%
Infosys Ltd
2.6%
ICICI Bank Ltd
2.5%
Aditya Birla Capital Ltd
2.5%
UltraTech Cement Ltd
2.3%
Larsen & Toubro Ltd
2.1%
Oberoi Realty Ltd
2.0%
Top industry exposure
Financial Services
27.9%
Basic Materials
13.1%
Industrials
11.5%
Healthcare
10.7%
Consumer Cyclical
10.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
73%
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities. However, there is no assurance that the investment objective of the Scheme will be achieved.