HybridEquity SavingsDirect · Growth
BAJAJ FINSERV EQUITY SAVINGS FUND - DIRECT - GROWTH
Bajaj Finserv · Scheme 153758
₹10.56▲ 0.11%NAV · 2026-09-18
Decent FundScore
AUM
₹41 cr
Expense ratio
1.13%
3Y CAGR
—
Risk level
Low to Moderate
Min SIP
₹500
Benchmark
Nifty Equity Savings Index
Fund manager: Siddharth ChaudharyExit load: Exit load of 0.25%, if redeemed within 7 days.
Decent · 61/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 1%.
- ✓Low volatility (2% a year) — a steady, low-drama ride.
- ✓Max drawdown: -1%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe -0.43) — took on risk without enough payoff.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: -0.43
- •Sortino ratio: -0.56
FundScore breakdown
61/100 · Decent
Returns
Average
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
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.