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DebtGilt FundDirect · Growth

Bajaj Finserv Gilt Fund - Direct - Growth

Bajaj Finserv · Scheme 153206

1,073.69 0.05%NAV · 2026-08-05
51
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
Low to Moderate
Min SIP
Benchmark
CRISIL Dynamic Gilt Index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.73%
3 Months+2.54%
6 Months+3.77%
1 Year+2.63%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+4.67%

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 →

Returns18
Consistency50
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 3% annualised
  • Max drawdown: -4%
  • Direct plan: no distributor commission

What to watch

  • 1Y return: +2.6%
  • Sharpe ratio: -0.49
  • Sortino ratio: -0.78

Risk metrics

Sharpe ratio
0.49
Sortino ratio
0.78
Volatility
3.45%
Max drawdown
-3.87%
Downside capture

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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