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EquityFlexi Cap FundDirect · Growth

Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth

Bajaj Finserv · Scheme 151895

16.50 0.13%NAV · 2026-08-05
71
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.47%
3 Months+7.94%
6 Months+8.42%
1 Year+10.23%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+18.32%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns64
Consistency50
Risk-adjusted64
Downside protection82
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return vs category: +3.9% vs category avg
  • Alpha vs benchmark: +8.6%
  • Volatility: 13% annualised
  • Max drawdown: -18%
  • Downside capture: 81% of benchmark falls

Risk metrics

Sharpe ratio
0.88
Sortino ratio
1.07
Volatility
13.31%
Max drawdown
-17.53%
Downside capture
81.00%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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