Bajaj Finserv Large and Mid Cap Fund - Reg (IDCW)

Bajaj Finserv Large and Mid Cap Fund - Reg (IDCW) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Bajaj Finserv Mutual Fund. Launched in 6 February 2024, this fund is managed by Nimesh Chandan. With assets under management (AUM) worth ₹2,245.16 (Cr), as of 7 November 2025, Bajaj Finserv Large and Mid Cap Fund - Reg (IDCW) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 13.28% since its launch.
The current NAV of Bajaj Finserv Large and Mid Cap Fund - Reg (IDCW) is ₹12.36, as on 7 November 2025. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in Bajaj Finserv Large and Mid Cap Fund - Reg (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If units are redeemed/switched out within 6 months from the date of allotment: If upto 10% of units allotted are redeemed/switched out - Nil any redemption/switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.80% in Equity, 0.48% in Debt and 2.72% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.93% in Banks, 9.61% in Pharmaceuticals & Biotech, 6.60% in Finance, 6.31% in IT-Software, 5.71% in Auto Components