43
Small CapAvoid
Bajaj Finserv Small Cap
Bajaj Finserv · Direct–Growth · rank #20 of 36 by Smart Score
Data updated
Trailing returns
1 Year
15.8%
+11.0% vs index
3 Years
—
5 Years
—
Since launch
12.4%
Year-by-year performance
2026
+18.6%+8.7% vs index
Why this score
Bajaj Finserv Small Cap scores 43/100 — #20 of 36 Small Cap fund (Avoid). It stands out for alpha and volatility — beating 85% of peers on alpha. The main drag is its sharpe ratio (better than only 15% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.36 · 15th percentile in category
Alpha8.11 · 85th percentile in category
Volatility16.09 · 76th percentile in category
Sortino ratio0.51 · 18th percentile in category
Fund size2646.91 Cr · 26th percentile in category
Expense ratio0.98% · 29th percentile in category
Top holdings
1.Rubicon Research Ltd.3.98%
2.Welspun Corp Ltd3.91%
3.TD Power Systems Ltd2.78%
4.Crisil Ltd2.72%
5.S.J.S Enterprises Ltd2.7%
95 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.