Bajaj Finserv Large and Mid Cap Fund (G) Mutual fund

Bajaj Finserv Large and Mid Cap Fund (G)

Q: How to Invest in Bajaj Finserv Large and Mid Cap Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Bajaj Finserv Large and Mid Cap Fund good?

The Bajaj Finserv Large and Mid Cap Fund has an AUM of ₹1552.82 Cr as on 12/4/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.62%. The risk is Very High against the category average of 71.16.

Q: Is Bajaj Finserv Large and Mid Cap Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Bajaj Finserv Large and Mid Cap Fund?

There is no lock-in period applicable on Bajaj Finserv Large and Mid Cap Fund.

Q: What is the expense ratio of Bajaj Finserv Large and Mid Cap Fund?

The expense ratio of Bajaj Finserv Large and Mid Cap Fund is 2.06%.

Equity

●

Large & Mid Cap

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Fund Details

Current NAV

₹12.19

Expense Ratio

2.06%

Min SIP

₹500

Fund Size

₹1553Cr

Min Investment

₹500

Lock In

Scheme Information Document

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.

Fund Performance

Alpha

6.76%

Beta

0.90

Sharpe Ratio

1.6061

Risk

12.80%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Bajaj Finserv Large and Mid Cap Fund (G) FAQs

Q1. How to Invest in Bajaj Finserv Large and Mid Cap Fund through Rupeezy?

Q2. Is Bajaj Finserv Large and Mid Cap Fund good?

Q3. Is Bajaj Finserv Large and Mid Cap Fund tax free?

Q4. What is the lock-in period of Bajaj Finserv Large and Mid Cap Fund?

Q5. What is the expense ratio of Bajaj Finserv Large and Mid Cap Fund?

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