FundLens
54
Multi CapHold

Bajaj Finserv Multi Cap

Bajaj Finserv · Direct–Growth · rank #15 of 32 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
9.7%
+11.7% vs index
3 Years
5 Years
Since launch
15.3%

Year-by-year performance

last entry = YTD
2026
+7.2%

Why this score

Bajaj Finserv Multi Cap scores 54/100 — #15 of 32 Multi Cap fund (Hold). It stands out for volatility and 1y return — beating 85% of peers on volatility. The main drag is its expense ratio (better than only 23% of peers).

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

Volatility13.93 · 85th percentile in category
Expense ratio1.13% · 23rd percentile in category
Fund size1630.02 Cr · 23rd percentile in category
1Y return9.65% · 83rd percentile in category
Sortino ratio0.89 · 67th percentile in category
Alpha3.92 · 62nd percentile in category

Top holdings

top 5 = 18.1% of portfolio
1.Bharti Airtel Ltd4.92%
2.HDFC Bank Ltd4.46%
3.Schaeffler India Ltd2.99%
4.The Federal Bank Ltd2.86%
5.Glaxosmithkline Pharmaceuticals Ltd2.84%

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

Other Multi Cap funds