FundLens
81
Flexi CapStrong Buy

Bajaj Finserv Flexi Cap

Bajaj Finserv · Direct–Growth · rank #2 of 47 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
10.1%
+7.1% vs index
3 Years
17.7%
+6.1% vs index
5 Years
Since launch
17.6%

Year-by-year performance

last entry = YTD
2024
+28.4%
2025
+7.9%
2026
+6.2%

Why this score

Bajaj Finserv Flexi Cap scores 81/100 — #2 of 47 Flexi Cap fund (Strong Buy). It stands out for 3y return and sharpe ratio — beating 85% of peers on 3y return. It has no major weak spot vs the category.

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

3Y return17.70% · 85th percentile in category
Sharpe ratio0.85 · 94th percentile in category
Sortino ratio1.15 · 96th percentile in category
Alpha5.63 · 96th percentile in category
Volatility13.27 · 77th percentile in category
Fund size8173.32 Cr · 69th percentile in category

Top holdings

top 5 = 19.7% of portfolio
1.ICICI Bank Ltd5.6%
2.HDFC Bank Ltd4.34%
3.Reliance Industries Ltd3.57%
4.Sona BLW Precision Forgings Ltd3.09%
5.Divi's Laboratories Ltd3.06%

72 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Flexi Cap funds