Bajaj Finserv Large and Mid Cap Fund Direct Transfer Inc Dist cum Cap Wdrl

Bajaj Finserv Large and Mid Cap Fund Direct Transfer Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 29 February, 2024. The fund is managed by Siddharth Chaudhary, Sorbh Gupta, Nimesh Chandan. The fund could potentially beat inflation in the long-run.

1. Bajaj Finserv Large and Mid Cap Fund Direct Transfer Inc Dist cum Cap Wdrl has ₹2091 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Bajaj Finserv Large and Mid Cap Fund Direct Transfer Inc Dist cum Cap Wdrl has given a CAGR return of 15.12% since inception. Over the last 1 year the fund has given a CAGR return of -1.38%.

Bajaj Finserv Large and Mid Cap Fund Direct Transfer Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Industrial, Health, Consumer Defensive, Tech, Utilities, Energy, Real Estate, Communication. Its top holdings are HDFC Bank Ltd, State Bank of India, Larsen & Toubro Ltd, Infosys Ltd, ICICI Bank Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities. However, there is no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Bajaj Finserv Large and Mid Cap Fund Direct Transfer Inc Dist cum Cap Wdrl has no lock in period.