40
Banking & FinancialAvoid
Bajaj Finserv Banking And Fin Services
Bajaj Finserv · Direct–Growth · rank #22 of 31 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
—
Since launch
-1.3%
Year-by-year performance
2026
-2.2%+2.8% vs index
Why this score
Bajaj Finserv Banking And Fin Services scores 40/100 — #22 of 31 Banking & Financial fund (Avoid). The main drag is its fund size (better than only 37% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Fund size499.43 Cr · 37th percentile in category
Expense ratio1.14% · 42nd percentile in category
Top holdings
1.ICICI Bank Ltd13.03%
2.HDFC Bank Ltd12.82%
3.State Bank of India8.01%
4.Bajaj Finance Ltd5.22%
5.Kotak Mahindra Bank Ltd4.76%
38 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.