myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bajaj Finserv Large and Mid Cap

Opening:

6th February 2024

Closing:

20th February 2024

Minimum Investment:

Rs. 500 and in multiples of Re. 1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out are in excess of 10% of the units allotted within 6 months from the date of allotment

Fund Stats

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.

Benchmark:

Nifty LargeMid250

Fund Manager:

Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

35- 65% Equity upto 30% Money Market

upto 30% Debt upto 10% Others

Comparable existing schemes

Invesco India Large & Mid Cap Fund	26.43(6M)	44.35(1Y)
Baroda BNP Paribas Large and Mid Cap Fund	27.31(6M)	41.02(1Y)

Fund Prognosis

Idea Distiller

Active management with themes within the category set is what the fund is all about.

Fund House AAUM:
Rs 621762.98 Lakhs(as on 31st December, 2023)
Fund Manager:
Combined experience of above 23 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

The fund houses focusses on themes to promote ordinary scheme ideas. A GOOD INITIATIVE.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028