Which funds are similar to Bajaj Finserv Large and Mid Cap Fund Direct-Growth?
Funds similar to Bajaj Finserv Large and Mid Cap Fund Direct-Growth in the Equity: Large & MidCap category include Mirae Asset Large & Midcap Fund Direct-Growth, SBI Large & Midcap Fund Direct Plan-Growth, and Kotak Large & Midcap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Bajaj Finserv Large and Mid Cap Fund Direct-Growth in its category?
The category rank of Bajaj Finserv Large and Mid Cap Fund Direct-Growth is shown in the Trailing Returns section above.
How does Bajaj Finserv Large and Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
Bajaj Finserv Large and Mid Cap Fund Direct-Growth has an expense ratio of 1.25%. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an expense ratio of 0.84% and SBI Large & Midcap Fund Direct Plan-Growth has 0.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Bajaj Finserv Large and Mid Cap Fund Direct-Growth's AUM compare to similar funds?
Bajaj Finserv Large and Mid Cap Fund Direct-Growth has an AUM of ₹2,403.17 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹44,048 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹40,849.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large & MidCap?
The top performing fund in the Equity: Large & MidCap category on a 3-year basis is Invesco India Large & Mid Cap Fund Direct-Growth with a CAGR of 24.63% as of 16 Jul 2026. Bajaj Finserv Large and Mid Cap Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Bajaj Finserv Large and Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Bajaj Finserv Large and Mid Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
