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Large Cap📊 NIFTY 100 TOTAL RETURN INDEX (TRI)

Bajaj Finserv Large Cap Fund · Regular · Growth

Bajaj Finserv Mutual Fund

#5 of 35 (1Y)

NAV

₹9.7070

as of 29 Sept 2026

Expense Ratio

2.76%

AUM

₹1,495 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-0.98%
3Y
—
5Y
—
Since Inception
-1.40%

SIP returns (XIRR)

1Y
-5.17%
3Y
—
5Y
—
Since Inception
-1.23%

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

Risk Metrics

Trailing 1 year, annualised

0.00

Sharpe Ratio

-0.00

Alpha

0.01

Beta

0.00

Sortino

12.55%

Std Dev

-12.75%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseBajaj Finserv Mutual Fund
CategoryLarge Cap
BenchmarkNIFTY 100 TOTAL RETURN INDEX (TRI) ✓
Launch Date20 Aug 2024
AMFI Code152780
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit Loadif units are redeemed orswitched out within 6 months from the date of allotment 1% of applicable NAV if units are redeemed or switched out after 6 months from the date of allotment no exit load is payable

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026
Holding% NAV

What this fund does

Bajaj Finserv Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

Bajaj Finserv Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,495 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TOTAL RETURN INDEX (TRI). The current expense ratio is 2.76%.

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