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 31st Jan
Top holdings
HDFC Bank Ltd
6.3%
Infosys Ltd
4.4%
Net Receivables / (Payables)
4.2%
Tata Consultancy Services Ltd
4.2%
Reliance Industries Ltd
3.9%
Divi's Laboratories Ltd
3.3%
Cipla Ltd
3.2%
Hindustan Unilever Ltd
2.9%
Muthoot Finance Ltd
2.5%
UltraTech Cement Ltd
2.5%
Top industry exposure
Financial Services
18.9%
Healthcare
16.2%
Consumer Cyclical
10.6%
Industrials
10.5%
Technology
9.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
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.