EquitySectoral/ ThematicDirect · Growth
BAJAJ FINSERV HEALTHCARE FUND - DIRECT - GROWTH
Bajaj Finserv · Scheme 153157
₹12.11▲ 0.41%NAV · 2026-09-18
Excellent FundScore
AUM
₹377 cr
Expense ratio
0.90%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Nimesh ChandanExit load: 1% for redemption within 3 Months
Excellent · 81/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 16%.
- ✓1Y return: +21.9%
- ✓Alpha vs benchmark: +7.9%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.43) — took on risk without enough payoff.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.43
- •Sortino ratio: 0.60
FundScore breakdown
81/100 · Excellent
Returns
Excellent
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
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.