Sectoral / Thematicregulargrowth
BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.65%
1 Month-10.72%
3 Months-15.11%
6 Months-17.70%
1 Year-10.85%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2024)-16.82%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-24.56%
3 Year SIP—
5 Year SIP—
Since Inception (Dec 2024)-22.19%
Fund Details
Fund HouseBajaj Finserv Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹617 Cr
Expense Ratio2.34%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Dec 2024
AMFI Code153072
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH is a Sectoral / Thematic mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹617 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.34%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations