39
Large & Mid CapAvoid
Bajaj Finserv Large And Mid Cap
Bajaj Finserv · Direct–Growth · rank #23 of 36 by Smart Score
Data updated
Trailing returns
1 Year
0.2%
-0.1% vs index
3 Years
—
5 Years
—
Since launch
9.5%
Year-by-year performance
2025
+6.8%-1.6% vs index
2026
-2.3%-0.4% vs index
Why this score
Bajaj Finserv Large And Mid Cap scores 39/100 — #23 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 92% of peers on volatility. The main drag is its sharpe ratio (better than only 17% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Volatility13.40 · 92nd percentile in category
Sharpe ratio0.22 · 17th percentile in category
Sortino ratio0.30 · 17th percentile in category
Fund size2463.06 Cr · 35th percentile in category
Expense ratio1.19% · 37th percentile in category
1Y return0.18% · 29th percentile in category
Top holdings
1.ICICI Bank Ltd5.58%
2.Divi's Laboratories Ltd3.91%
3.HDFC Bank Ltd3.89%
4.Sona BLW Precision Forgings Ltd3.44%
5.Reliance Industries Ltd3.22%
66 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.