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Large Capregulargrowth📊 NIFTY 100 TRI(SEBI default)

Bajaj Finserv Large Cap Fund · Regular · Growth

Bajaj Finserv Mutual Fund

#7 of 34 (1Y)

₹9.7500

0.17 (+1.73%)

NAV as of 12 Jun 2026

Today's NAV — all variants

Regular · Growth

₹₹9.7500

0.17 (+1.73%)

12 Jun 2026

AMFI: 152780

Direct · Growth

₹₹10.0180

0.17 (+1.74%)

12 Jun 2026

AMFI: 152783

Regular · IDCW

₹₹9.7500

0.17 (+1.73%)

12 Jun 2026

AMFI: 152782

Direct · IDCW

₹₹10.0180

0.17 (+1.74%)

12 Jun 2026

AMFI: 152781

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.19%
1 Month+1.26%
3 Months+2.77%
6 Months-5.66%
1 Year-1.13%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Aug 2024)-1.39%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-3.64%
3 Year SIP
5 Year SIP
Since Inception (Aug 2024)-0.54%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹11,000

Invested

₹10,767

Value today

-2.4%

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

₹958

Value today

-2.3%

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

₹6,17,869

Value today

+7.5%

vs lumpsum

STP beat direct lumpsum by 7.5% — reduced timing risk paid off

Model your own STP with real NAV

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

-0.39

Sharpe Ratio

-0.04

Alpha

0.44

Beta

-0.38

Sortino

13.39%

Std Dev

-12.75%

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 · 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 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