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 IDCW Reinvest (DR)
₹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 Apr
Top holdings
Net Receivables / (Payables)
6.3%
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
4.6%
Reliance Industries Ltd
4.6%
State Bank of India
3.3%
Bharti Airtel Ltd
3.1%
Deepak Nitrite Ltd
3.0%
Nestle India Ltd
2.7%
Tata Consultancy Services Ltd
2.6%
PI Industries Ltd
2.5%
Top industry exposure
Industrials
19.4%
Financial Services
17.8%
Consumer Cyclical
14.5%
Consumer Defensive
10.1%
Healthcare
8.2%
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.