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Large Capregulargrowth📊 NIFTY 100 TRI(SEBI default)

BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH

Bajaj Finserv Mutual Fund

#13 of 35 (1Y)

₹9.7250

0.12 (-1.19%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹9.7250

0.12 (-1.19%)

29 May 2026

AMFI: 152780

Direct · Growth

₹₹9.9860

0.12 (-1.19%)

29 May 2026

AMFI: 152783

Regular · IDCW

₹₹9.7250

0.12 (-1.19%)

29 May 2026

AMFI: 152782

Direct · IDCW

₹₹9.9860

0.12 (-1.19%)

29 May 2026

AMFI: 152781

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.07%
1 Month-2.70%
3 Months-6.64%
6 Months-7.25%
1 Year-1.67%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2024)-2.01%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-5.22%
3 Year SIP
5 Year SIP
Since Inception (Aug 2024)-1.73%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹10,500

Invested

₹10,420

Value today

-0.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹973

Value today

-1.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,26,578

Value today

+7.4%

vs lumpsum

STP beat direct lumpsum by 7.4% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹10,420

Benchmark

₹10,348

+₹72 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 1 years

Expense ratio drag on your actual returns

Direct plan

₹6,416

Regular plan

₹6,361

Direct earns ₹55 more on a ₹6K investment0.92% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseBajaj Finserv Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹1,509 Cr
Expense Ratio2.08%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 100 TRI ✓
Launch Date20 Aug 2024
AMFI Code152780

Risk Metrics

Trailing 1 year, annualised

-0.51

Sharpe Ratio

-0.05

Alpha

0.41

Beta

-0.48

Sortino

13.33%

Std Dev

-13.60%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - 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 PLAN - GROWTH is a Large Cap mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,509 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI. The current expense ratio is 2.08%.

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