Bajaj Finserv Flexi Cap Fund Direct growth

Equity • Flexi Cap • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Flexi Cap

Direct growth

Launched On
14 Aug 2023
2.2 years ago
Lock-in Period
No lock-in
NAV
as of 10 Oct 2025
₹15.29
+0.4334% (0.10)
AUM
₹5,410 Cr
Expense ratio
0.48%
Benchmark
BSE 500 India
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 6M

1%

If units sold after 6M

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

29.34%
Consumer Cyclical

Consumer Cyclical

16.31%
Industrials

Industrials

15.77%
Healthcare

Healthcare

11.31%
Consumer Defensive

Consumer Defensive

8.86%

Fund House

Bajaj Finserv

Bajaj Finserv

Inc: 05 Jul 2023 • Total AUM: ₹27,362 Cr • Rank #25
Bajaj Finserv Mutual Fund was started in September 2021. The fund house is headed by Ganesh Mohan as the MD & CEO. As of 31 March 2024, it has an AUM of ₹10,138 Cr.

Fund Managers

Nimesh Chandan

Experience: 2.25 yrs • Total AUM: 2,39,010 Cr

Siddharth Chaudhary

Experience: 2.25 yrs • Total AUM: 2,57,516 Cr

Sorbh Gupta

Experience: 2.15 yrs • Total AUM: 88,321 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.