Large & Mid Cap · Equity
Bajaj Finserv Large & Mid Cap Fund
Bajaj Finserv Mutual Fund
Benchmark
Nifty LargeMidcap 250 TRIRiskometer
Very HighSize
₹2,313 crAllotted
Not on recordHoldings as of
Not on recordBajaj Finserv Large & Mid Cap Fund is a large & mid cap fund of Bajaj Finserv Mutual Fund with ₹2,313 cr under management. It is ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 1 of 1 periods. Its direct plan charges 1.16% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has Bajaj Finserv Large & Mid Cap Fund beaten its benchmark?
Ahead of its benchmark, Nifty LargeMidcap 250 TRI, in 1 of 1 periods in AMFI's figures; −1.85% over the last year against −3.11%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty LargeMidcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.94% | −3.99% | — |
| 3 months | −4.83% | −5.53% | — |
| 6 months | −0.81% | −1.71% | — |
| 1 year | −1.74% | −2.77% | +1.03 pts |
| 3 years | — | +10.63% | — |
| 5 years | — | +9.76% | — |
| 10 years | — | +14.03% | — |
| Since start from 29 Feb 2024 | +7.54% | — | — |
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record
Official figures
AMFI performance feed, 13 Oct 2026Ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 1 of 1 periods.
| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −1.85% | −3.21% | −3.11% | +1.26 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app
Value of 100, month-end
Feb 2024 to 14 Oct 2026Fund 121Nifty LargeMidcap 250 TRI 116
₹100 put in at the start of Feb 2024 would be ₹121 on 14 Oct 2026, against ₹116 in the Nifty LargeMidcap 250 TRI.
What does Bajaj Finserv Large & Mid Cap Fund cost?
1.16% a year on the direct plan, 2.58% on the regular plan; 21 of 36 funds in its category charge less.
Direct plan
1.16% a year
Category median 1.07%
Regular plan
2.58% a year
Category median 2.29%
Gap
1.42 points
for the same holdings
21 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Large & Mid Cap Fund
Who manages Bajaj Finserv Large & Mid Cap Fund?
ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record
What does Bajaj Finserv Large & Mid Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
What is the expense ratio of Bajaj Finserv Large & Mid Cap Fund?
1.16% a year on the direct plan and 2.58% on the regular plan (expense report, Oct 2026).
Inside the app
See Bajaj Finserv Large & Mid Cap Fund beside your own funds in Valarth
