EquityLarge Cap FundDirect · Growth
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv · Scheme 152783
₹10.52▼ 0.38%NAV · 2026-09-18
Average FundScore
AUM
₹1,671 cr
Expense ratio
1.36%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty 100 TRI
Fund manager: Sorbh GuptaExit load: Exit load of 1%, if redeemed within 6 months.
Average · 52/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 17%.
- ✓1Y return vs category: +4.5% vs category avg
- ✓Volatility: 13% annualised
- ✓Max drawdown: -17%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe -0.26) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +5.6%
- •Sharpe ratio: -0.26
FundScore breakdown
52/100 · Average
Returns
Average
Consistency
Average
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.