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HybridEquity SavingsDirect · Growth

BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - GROWTH

Bajaj Finserv · Scheme 153758

10.59 0.07%NAV · 2026-08-05
68
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.01%
3 Months+1.90%
6 Months+3.42%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+6.01%

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 →

Returns50
Consistency50
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 2% annualised
  • Max drawdown: -1%
  • Direct plan: no distributor commission

What to watch

  • Sharpe ratio: -0.19
  • Sortino ratio: -0.24

Risk metrics

Sharpe ratio
0.19
Sortino ratio
0.24
Volatility
2.31%
Max drawdown
-1.27%
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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