- Scheme Category:
- Equity Scheme >
- Large & Mid Cap Fund
NAV: ₹ ↓ -0.61%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
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Returns
CAGR returns till date
CAGR returns of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth and its peers as on 11 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth | -7.71% | -0.61% | -1.56% | -2.63% | 0.22% | -5.25% | - | - | - | - |
| SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth | -4.7% | -0.24% | -0.47% | -2.68% | -1.08% | 0.9% | 14.18% | 13.82% | 15.78% | 14.6% |
| ICICI Prudential Large & Mid Cap Fund - Growth | -8.14% | -0.6% | -1.89% | -3.85% | -1.56% | -3.8% | 16.42% | 16.1% | 16.53% | 15.1% |
| HDFC Large and Mid Cap Fund - Growth Option | -7.18% | -0.61% | -1.6% | -3.17% | 0.32% | -4.6% | 15.08% | 14.58% | 16.05% | 14.15% |
| Nippon India Vision Large & Midcap Fund-GROWTH PLAN-Growth Option | -5.77% | -0.48% | -1.8% | -2.86% | 0.58% | -2.81% | 16.66% | 14.31% | 14.71% | 12.73% |
| Kotak Large & Midcap Fund - Growth-Regular | -6.58% | -0.78% | -1.38% | -3.03% | -2.05% | -3.18% | 14.2% | 13.39% | 15.15% | 14.83% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | 5.13% |
Discrete returns (monthly)
| Month | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.13% | -1.09% | 3.59% | 1.55% | 0.14% | -5.08% | -0.64% | -11.23% | 6.91% | -0.8% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -5.08% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 97.71% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.54% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 4.52% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 4.13% |
| The Federal Bank Limited | FEDERALBNK (INE171A01029) | Banks | 3.28% |
| Dalmia Bharat Limited | DALBHARAT (INE00R701025) | Cement & Cement Products | 3.16% |
| Divi's Laboratories Limited | DIVISLAB (INE361B01024) | Pharmaceuticals & Biotechnology | 3.15% |
| Indus Towers Limited | INDUSTOWER (INE121J01017) | Telecom - Services | 3.13% |
| Coal India Limited | COALINDIA (INE522F01014) | Consumable Fuels | 3.01% |
| Titan Company Limited | TITAN (INE280A01028) | Consumer Durables | 2.93% |
| Schaeffler India Limited | SCHAEFFLER (INE513A01022) | Auto Components | 2.89% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 2.80% |
| UNO Minda Limited | UNOMINDA (INE405E01023) | Auto Components | 2.63% |
| State Bank of India | SBIN (INE062A01020) | Banks | 2.36% |
| Infosys Limited | INFY (INE009A01021) | IT - Software | 2.33% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 2.32% |
| Berger Paints (I) Limited | BERGEPAINT (INE463A01038) | Consumer Durables | 2.32% |
| Blue Star Limited | BLUESTARCO (INE472A01039) | Consumer Durables | 2.22% |
| Petronet LNG Limited | PETRONET (INE347G01014) | Gas | 2.14% |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 2.12% |
| Fortis Healthcare Limited | FORTIS (INE061F01013) | Healthcare Services | 2.07% |
| Manappuram Finance Limited | MANAPPURAM (INE522D01027) | Finance | 1.92% |
| NTPC Limited | NTPC (INE733E01010) | Power | 1.86% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 1.85% |
| Glenmark Pharmaceuticals Limited | GLENMARK (INE935A01035) | Pharmaceuticals & Biotechnology | 1.79% |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 1.77% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 1.72% |
| K.P.R. Mill Limited | KPRMILL (INE930H01031) | Textiles & Apparels | 1.66% |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 1.57% |
| Vedanta Limited | VEDL (INE205A01025) | Diversified Metals | 1.56% |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP (INE437A01024) | Healthcare Services | 1.35% |
| Linde India Limited | LINDEINDIA (INE473A01011) | Chemicals & Petrochemicals | 1.25% |
| Tata Motors Passenger Vehicles Limited | TMPV (INE155A01022) | Automobiles | 1.25% |
| BSE Limited | BSE (INE118H01025) | Capital Markets | 1.24% |
| Neuland Laboratories Limited | NEULANDLAB (INE794A01010) | Pharmaceuticals & Biotechnology | 1.23% |
| GlaxoSmithKline Pharmaceuticals Limited | GLAXO (INE159A01016) | Pharmaceuticals & Biotechnology | 1.20% |
| Timken India Limited | TIMKEN (INE325A01013) | Industrial Products | 1.19% |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 1.18% |
| KEI Industries Limited | KEI (INE878B01027) | Industrial Products | 1.18% |
| Multi Commodity Exchange of India Limited | INE745G01043 | Capital Markets | 1.16% |
| Bajaj Finserv Limited | BAJAJFINSV (INE918I01026) | Finance | 1.13% |
| 360 One WAM Limited | 360ONE (INE466L01038) | Capital Markets | 1.11% |
| ZF Commercial Vehicle Control Systems India Limited | ZFCVINDIA (INE342J01019) | Auto Components | 1.04% |
| Balkrishna Industries Limited | BALKRISIND (INE787D01026) | Auto Components | 1.04% |
| RBL Bank Limited | RBLBANK (INE976G01028) | Banks | 1.03% |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 0.98% |
| ITC Limited | ITC (INE154A01025) | Diversified FMCG | 0.95% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 0.90% |
| Navin Fluorine International Limited | NAVINFLUOR (INE048G01026) | Chemicals & Petrochemicals | 0.83% |
| Whirlpool of India Limited | WHIRLPOOL (INE716A01013) | Consumer Durables | 0.81% |
| Bharat Dynamics Limited | BDL (INE171Z01026) | Aerospace & Defense | 0.73% |
| Piramal Pharma Limited | PPLPHARMA (INE0DK501011) | Pharmaceuticals & Biotechnology | 0.64% |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 0.64% |
| Gabriel India Limited | GABRIEL (INE524A01029) | Auto Components | 0.63% |
| Aditya Birla Real Estate Limited | ABREL (INE055A01016) | Realty | 0.56% |
| Lumax Auto Technologies Limited | LUMAXTECH (INE872H01027) | Auto Components | 0.56% |
| Sanofi Consumer Healthcare India Limited | SANOFICONR (INE0UOS01011) | Pharmaceuticals & Biotechnology | 0.52% |
| PB Fintech Limited | POLICYBZR (INE417T01026) | Financial Technology (Fintech) | 0.51% |
| KNR Constructions Limited | KNRCON (INE634I01029) | Construction | 0.40% |
| Tata Consumer Products Limited | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 0.35% |
| United Breweries Limited | UBL (INE686F01025) | Beverages | 0.34% |
| Persistent Systems Limited | PERSISTENT (INE262H01021) | IT - Software | 0.28% |
| Dixon Technologies (India) Limited | DIXON (INE935N01020) | Consumer Durables | 0.23% |
| Kansai Nerolac Paints Limited | KANSAINER (INE531A01024) | Consumer Durables | 0.06% |
Portfolio data is as on date 31 March, 2026
NAV history
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 June, 2026 | 11.632 | -0.61% |
| 10 June, 2026 | 11.703 | -0.64% |
| 9 June, 2026 | 11.778 | 1.08% |
| 8 June, 2026 | 11.652 | -1.19% |
| 5 June, 2026 | 11.792 | -0.2% |
| 4 June, 2026 | 11.816 | 0.34% |
| 3 June, 2026 | 11.776 | 0.19% |
| 2 June, 2026 | 11.754 | 0.19% |
| 1 June, 2026 | 11.732 | -1.03% |
| 29 May, 2026 | 11.854 | -1.37% |
| 27 May, 2026 | 12.019 | 0.33% |
| 26 May, 2026 | 11.979 | 0.08% |
| 25 May, 2026 | 11.970 | 0.91% |
| 22 May, 2026 | 11.862 | 0.19% |
| 21 May, 2026 | 11.840 | 0.14% |
| 20 May, 2026 | 11.824 | 0.31% |
| 19 May, 2026 | 11.787 | 0.61% |
| 18 May, 2026 | 11.716 | -0.64% |
| 15 May, 2026 | 11.792 | -0.21% |
| 14 May, 2026 | 11.817 | 0.72% |
| 13 May, 2026 | 11.732 | 0.32% |
| 12 May, 2026 | 11.695 | -2.1% |
| 11 May, 2026 | 11.946 | -1.53% |
| 8 May, 2026 | 12.131 | -0.21% |
| 7 May, 2026 | 12.157 | 0.7% |
| 6 May, 2026 | 12.073 | 1.3% |
| 5 May, 2026 | 11.918 | -0.05% |
| 4 May, 2026 | 11.924 | 0.82% |
| 30 April, 2026 | 11.827 | -0.86% |
| 29 April, 2026 | 11.929 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth?
The latest NAV of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth is 11.632 as on 11 June, 2026.What are YTD (year to date) returns of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth?
The YTD (year to date) returns of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth are -7.71% as on 11 June, 2026.What are 1 year returns of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth?
The 1 year returns of Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth are -5.25% as on 11 June, 2026.