FundLens
73
Flexi CapBuy

Bajaj Finserv Flexi Cap

Bajaj Finserv · Direct–Growth · rank #5 of 48 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
4.3%
+6.4% vs index
3 Years
16.9%
+7.0% vs index
5 Years
Since launch
16.7%

Year-by-year performance

last entry = YTD
2024
+28.4%
2025
+7.9%
2026
+4.6%

Why this score

Bajaj Finserv Flexi Cap scores 73/100 — #5 of 48 Flexi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 85% of peers on 3y return. The main drag is its volatility (better than only 38% of peers).

Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.

3Y return16.86% · 85th percentile in category
Sharpe ratio0.84 · 88th percentile in category
Sortino ratio1.06 · 99th percentile in category
Alpha5.11 · 78th percentile in category
Fund size8655.40 Cr · 68th percentile in category
Volatility15.15 · 38th percentile in category

Top holdings

top 5 = 19.4% of portfolio
1.ICICI Bank Ltd5.78%
2.HDFC Bank Ltd4.01%
3.Divi's Laboratories Ltd3.39%
4.Reliance Industries Ltd3.29%
5.Sona BLW Precision Forgings Ltd2.89%

73 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Flexi Cap funds