Bajaj Finserv Large Cap Fund Direct growth

Equity • Large 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

Large Cap

Direct growth

Launched On
20 Aug 2024
1.1 years ago
Lock-in Period
No lock-in
NAV
as of 29 Sep 2025
₹9.97
+0.3019% (0.10)
AUM
₹1,501 Cr
Expense ratio
0.59%
Benchmark
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

Asset split
Equity97.04%
Cash3.01%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

31.58%
Consumer Cyclical

Consumer Cyclical

12.61%
Industrials

Industrials

11.64%
Basic Materials

Basic Materials

10.62%
Consumer Defensive

Consumer Defensive

8.14%

Fund House

Bajaj Finserv

Bajaj Finserv

Inc: 05 Jul 2023 • Total AUM: ₹27,101 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: 2.22 yrs • Total AUM: 2,36,920 Cr

Siddharth Chaudhary

Experience: 2.22 yrs • Total AUM: 2,55,177 Cr

Sorbh Gupta

Experience: 2.12 yrs • Total AUM: 85,983 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.