31
ConsumptionAvoid
Bajaj Finserv Consumption
Bajaj Finserv · Direct–Growth · rank #19 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-6.5%
-4.5% vs index
3 Years
—
5 Years
—
Since launch
-3.2%
Year-by-year performance
2025
-4.5%-12.2% vs index
2026
-0.7%+3.0% vs index
Why this score
Bajaj Finserv Consumption scores 31/100 — #19 of 25 Consumption fund (Avoid). It stands out for volatility — beating 78% of peers on volatility. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Sharpe ratio-0.68 · 8th percentile in category
Sortino ratio-0.92 · 8th percentile in category
Volatility14.23 · 78th percentile in category
Alpha-5.30 · 18th percentile in category
Expense ratio1.23% · 30th percentile in category
Fund size611.00 Cr · 38th percentile in category
Top holdings
1.Zomato Ltd8.96%
2.Bharti Airtel Ltd5.18%
3.Mahindra & Mahindra Ltd4.99%
4.Bajaj Auto Ltd4.74%
5.Zydus Wellness Ltd3.95%
55 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.