MF
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Large Capregulargrowth

BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH

Bajaj Finserv Mutual Fund

₹9.7700

0.12 (+1.25%)

NAV as of 10 Apr 2026

IDCW NAV: ₹9.7700

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.25%
1 Month-10.88%
3 Months-11.07%
6 Months-6.49%
1 Year-1.57%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2024)-5.73%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-11.60%
3 Year SIP
5 Year SIP
Since Inception (Aug 2024)-7.99%

Fund Details

Fund HouseBajaj Finserv Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
AUM₹1,540 Cr
Expense Ratio2.08%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date23 Aug 2024
AMFI Code152780

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

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 ₹1,540 Cr, reflecting investor confidence in the fund's strategy. 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