Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.31%
1 Month-11.02%
3 Months-11.83%
6 Months-7.72%
1 Year-3.12%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2025)+0.26%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.60%
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2025)-14.60%
Fund Details
Fund HouseBajaj Finserv Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹1,162 Cr
Expense Ratio2.17%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Mar 2025
AMFI Code153307
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.
About This Fund
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH is a Multi Cap mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹1,162 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.17%.
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