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EquityMulti Cap FundDirect · Growth

BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH

Bajaj Finserv · Scheme 153309

12.50 0.11%NAV · 2026-08-05
67
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk level
High
Min SIP
Benchmark
Nifty 500 Multicap 50:25:25 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.08%
3 Months+7.77%
6 Months+8.65%
1 Year+11.24%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+16.82%

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 →

Returns57
Consistency50
Risk-adjusted59
Downside protection81
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Alpha vs benchmark: +7.5%
  • Volatility: 14% annualised
  • Max drawdown: -14%
  • Direct plan: no distributor commission

Risk metrics

Sharpe ratio
0.73
Sortino ratio
0.99
Volatility
14.31%
Max drawdown
-14.18%
Downside capture
85.80%

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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