EquitySmall Cap FundDirect · Growth
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
Bajaj Finserv · Scheme 153612
₹11.38▲ 0.37%NAV · 2026-09-18
Strong FundScore
AUM
₹2,364 cr
Expense ratio
0.98%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Nimesh ChandanExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months.
Strong · 80/100
A high-quality fund that scores well on the factors that matter.
🎯 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: +19.6%
- ✓Alpha vs benchmark: +15.2%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.44) — took on risk without enough payoff.
- •Small Cap Funds 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: 0.44
- •Sortino ratio: 0.63
FundScore breakdown
80/100 · Strong
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.