Bajaj Finserv Large and Mid Cap Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

0 Morning Star

0 Value Research

NAV( 17 Sep 2025)

₹ 12.28

2.81%

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Bajaj Finserv Large and Mid Cap Reg-G

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Performance

-%3y Returns

0.59% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 500
Lock In

0
Expense ratio

2.0%
Exit load

1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 2,091 Cr
Plan

REGULAR
Launch date

6 Feb 2024
Fund type

OPEN
Fund benchmark

NIFTY Large Midcap 250 Total Return Index
ISIN

INF0QA701730

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Bosch Ltd	0.52%
PB Fintech Ltd	1.8%
Others CBLO	0.03%
Schneider Electric Infrastructure Ltd	0.85%
Schaeffler India Ltd	0.89%
Hitachi Energy India Ltd	1.19%
Siemens Energy India Ltd	1.81%
Net Receivables	3.28%
Indus Towers Ltd	0.5%
Multi Commodity Exchange Of India Ltd	1.11%
Devyani International Ltd	0.5%
Canara Bank	1.61%
The Federal Bank Ltd	0.73%
Biocon Ltd	1.47%
Coromandel International Ltd	0.83%
Crisil Ltd	1.65%
ZF Commercial Vehicle Control Systems India Ltd	1.21%
Swiggy Ltd	0.49%
Gabriel India Ltd	1.13%
Britannia Industries Ltd	1.23%
Dalmia Bharat Ltd	1.79%
Hindustan Aeronautics Ltd	0.92%
ITC Hotels Ltd	0.69%
SAMHI Hotels Ltd	0.48%
Glaxosmithkline Pharmaceuticals Ltd	1.03%
Glenmark Pharmaceuticals Ltd	0.8%
Emami Ltd	0.64%
Jio Financial Services Ltd	1.8%
Alkem Laboratories Ltd	1.2%
Aditya Birla Real Estate Ltd	1.28%
BSE Ltd	0.22%
LTIMindtree Ltd	0.27%
Sanofi Consumer Healthcare India Ltd	0.44%
Emcure Pharmaceuticals Ltd	0.09%
Eternal Ltd	2.25%
City Union Bank Ltd	0.81%
Dixon Technologies (India) Ltd	0.28%
Aditya Birla Capital Ltd	1.37%
Info Edge (India) Ltd	0.2%
Infosys Ltd	2.65%
Jindal Stainless Ltd	1.09%
Suzlon Energy Ltd	0.87%
Ultratech Cement Ltd	1.62%
State Bank of India	3.15%
Bajaj Finserv Ltd	1.32%
ITC Ltd	1.17%
Tech Mahindra Ltd	0.25%
VIP Industries Ltd	0.78%
Oberoi Realty Ltd	1.51%
Cummins India Ltd	1.57%
Computer Age Management Services Ltd	1.38%
Hindustan Zinc Ltd	0.4%
UNO Minda Ltd	1.84%
Mahindra & Mahindra Ltd	2.24%
Solar Industries India Ltd	0.75%
Vedanta Ltd	0.91%
Timken India Ltd	0.87%
Atul Ltd	0.47%
Larsen & Toubro Ltd	2.89%
Adani Ports and Special Economic Zone Ltd	1.76%
Oracle Financial Services Software Ltd	1.13%
Yes Bank Ltd	1.38%
Berger Paints India Ltd	1.18%
Divi's Laboratories Ltd	1.78%
ICICI Bank Ltd	2.48%
MRF Ltd	0.12%
Reliance Industries Ltd	1.71%
Tata Consumer Products Ltd	1.23%
Tata Consultancy Services Ltd	1.12%
Jubilant FoodWorks Ltd	1.27%
Eicher Motors Ltd	0.5%
Hindustan Unilever Ltd	2.0%
National Aluminium Company Ltd	1.49%
Sun Pharmaceutical Industries Ltd	1.72%
Tata Steel Ltd	1.71%
United Breweries Ltd	0.68%
United Spirits Ltd	1.18%
Apollo Hospitals Enterprise Ltd	0.27%
Abbott India Ltd	1.08%
Aptus Value Housing Finance India Ltd	0.46%
Coforge Ltd	0.89%
HDFC Bank Ltd	4.77%
Havells India Ltd	0.97%

Sectors

Company	Allocation %
Others	3.31%
Automobile	7.56%
Construction	4.40%
Consumer Staples	9.41%
Materials	4.59%
Financial	19.88%
Capital Goods	8.41%
Consumer Discretionary	0.78%
Chemicals	2.05%
Services	13.80%
Energy	3.52%
Technology	6.31%
Metals & Mining	5.60%
Healthcare	9.88%
Communication	0.50%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Bajaj Finserv Mutual Fund >

Contact Information

Address:

Email:
Website

https://www.bajajamc.com/
Phone:

Funds Offered

19
AUM

₹ 29,860 Cr
Website

https://www.bajajamc.com/

About

Backed by Bajaj finserv limited, it offers a host of innovative products and solutions. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.

Fund Manager

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Nimesh Chandan

Funds Offered

16
AUM

₹ 28,418 Cr
Highest Return

%

About

Nimesh Chandan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP amount

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Frequently Asked Questions

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What is the current NAV of Bajaj Finserv Large and Mid Cap Reg-G?

The current NAV of Bajaj Finserv Large and Mid Cap Reg-G is ₹ 12.281

How much does Bajaj Finserv Large and Mid Cap Reg-G charge as expense ratio?

The expense ratio of Bajaj Finserv Large and Mid Cap Reg-G is 2.0%

How to Redeem Bajaj Finserv Large and Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Bajaj Finserv Large and Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Bajaj Finserv Large and Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Bajaj Finserv Large and Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of Bajaj Finserv Large and Mid Cap Reg-G?

For Bajaj Finserv Large and Mid Cap Reg-G, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.

What is the lock-in period in Bajaj Finserv Large and Mid Cap Reg-G?

The lock-in-period of Bajaj Finserv Large and Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Bajaj Finserv Large and Mid Cap Reg-G

₹ 12.28

2.81%

Bajaj Finserv Large and Mid Cap Reg-G

Performance

-%3y Returns

Investment details

₹ 500

₹ 500

0

2.0%

1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.

L After 365 days

Fund details

₹ 2,091 Cr

REGULAR

6 Feb 2024

OPEN

NIFTY Large Midcap 250 Total Return Index

INF0QA701730

Fund allocation

Risk Associated

Very High

About AMC

Bajaj Finserv Mutual Fund >

Contact Information

Address:

19

₹ 29,860 Cr

About

Fund Manager

Nimesh Chandan

16

₹ 28,418 Cr

%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Bajaj Finserv Large and Mid Cap Reg-G?

How much does Bajaj Finserv Large and Mid Cap Reg-G charge as expense ratio?

How to Redeem Bajaj Finserv Large and Mid Cap Reg-G Regular Growth?

What are the steps to invest in Bajaj Finserv Large and Mid Cap Reg-G?

Can I invest in Bajaj Finserv Large and Mid Cap Reg-G through both SIP and lump sum?

What is the return of Bajaj Finserv Large and Mid Cap Reg-G?

What is the lock-in period in Bajaj Finserv Large and Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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