47
Pharma & HealthcareHold
Bajaj Finserv Healthcare
Bajaj Finserv · Direct–Growth · rank #10 of 19 by Smart Score
Data updated
Trailing returns
1 Year
21.2%
+23.3% vs index
3 Years
—
5 Years
—
Since launch
12.0%
Year-by-year performance
2025
-2.9%-10.6% vs index
2026
+25.0%+28.6% vs index
Why this score
Bajaj Finserv Healthcare scores 47/100 — #10 of 19 Pharma & Healthcare fund (Hold). It stands out for expense ratio and volatility — beating 86% of peers on expense ratio. The main drag is its sharpe ratio (better than only 9% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
Sharpe ratio0.41 · 9th percentile in category
Expense ratio0.90% · 86th percentile in category
Sortino ratio0.56 · 10th percentile in category
Volatility13.42 · 72nd percentile in category
Fund size405.91 Cr · 29th percentile in category
Alpha7.71 · 66th percentile in category
Top holdings
1.Divi's Laboratories Ltd10.55%
2.Sun Pharmaceutical Industries Ltd8.21%
3.Rubicon Research Ltd.6.81%
4.Piramal Pharma Ltd6.72%
5.Aurobindo Pharma Ltd6.18%
34 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.