39
Index — Large CapAvoid
Bajaj Finserv Nifty 50 Index
Bajaj Finserv · Direct–Growth · rank #58 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-7.6%
-0.3% vs index
3 Years
—
5 Years
—
Since launch
-4.0%
Year-by-year performance
2026
-9.8%+0.1% vs index
Why this score
Bajaj Finserv Nifty 50 Index scores 39/100 — #58 of 82 Index — Large Cap fund (Avoid). It stands out for volatility — beating 99% of peers on volatility. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.86 · 8th percentile in category
Volatility12.24 · 99th percentile in category
Sortino ratio-1.16 · 8th percentile in category
Fund size38.52 Cr · 19th percentile in category
1Y return-7.64% · 25th percentile in category
Expense ratio0.31% · 57th percentile in category
Top holdings
1.HDFC Bank Ltd9.84%
2.ICICI Bank Ltd9.44%
3.Reliance Industries Ltd7.82%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.29%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.