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Gilt Fund📊 NIFTY All Duration G-Sec Index(SEBI default)

Bajaj Finserv Gilt Fund · Regular · Growth

Bajaj Finserv Mutual Fund

#19 of 31 (1Y)

NAV

₹1059.0957

as of 31 Jul 2026

Expense Ratio

1.29%

AUM

₹29 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.00%
3Y
5Y
Since Inception
+3.80%

SIP returns (XIRR)

1Y
+4.39%
3Y
5Y
Since Inception
+3.38%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.81

Sharpe Ratio

Alpha

Beta

-0.81

Sortino

3.47%

Std Dev

-4.06%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseBajaj Finserv Mutual Fund
CategoryGilt Fund
BenchmarkNIFTY All Duration G-Sec Index
Launch Date15 Jan 2025
AMFI Code153211

Investment Objective

Bajaj Finserv Gilt Fund · Regular · Growth invests exclusively in government securities across various maturities. Gilt funds carry zero credit risk as they invest in sovereign-backed instruments, though they are subject to interest rate risk.

About This Fund

Bajaj Finserv Gilt Fund · Regular · Growth is a Gilt Fund mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹28.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY All Duration G-Sec Index. The current expense ratio is 1.29%.

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
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