Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.49%
1 Month-10.90%
3 Months-11.14%
6 Months-8.87%
1 Year+1.34%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Aug 2023)+10.99%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-12.34%
3 Year SIP—
5 Year SIP—
Since Inception (Aug 2023)+1.43%
Fund Details
Fund HouseBajaj Finserv Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹6,501 Cr
Expense Ratio1.78%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date16 Aug 2023
AMFI Code151898
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth is a Flexi Cap mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹6,501 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.78%.
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