37
Large CapAvoid
Bajaj Finserv Large Cap
Bajaj Finserv · Direct–Growth · rank #27 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-0.8%
+6.6% vs index
3 Years
—
5 Years
—
Since launch
0.7%
Year-by-year performance
2025
+10.1%-1.6% vs index
2026
-3.5%+6.4% vs index
Why this score
Bajaj Finserv Large Cap scores 37/100 — #27 of 35 Large Cap fund (Avoid). It stands out for volatility and 1y return — beating 80% of peers on volatility. The main drag is its sharpe ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.45 · 5th percentile in category
Sortino ratio-0.62 · 5th percentile in category
Volatility12.84 · 80th percentile in category
Expense ratio1.36% · 25th percentile in category
1Y return-0.78% · 83rd percentile in category
Fund size1663.21 Cr · 41st percentile in category
Top holdings
1.ICICI Bank Ltd8.7%
2.HDFC Bank Ltd5.69%
3.Reliance Industries Ltd4.96%
4.Divi's Laboratories Ltd4.81%
5.Grasim Industries Ltd4.27%
33 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.