FundLens
39
Index — Large CapAvoid

Bajaj Finserv Nifty 50 Index

Bajaj Finserv · Direct–Growth · rank #56 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.8%
-0.3% vs index
3 Years
5 Years
Since launch
-2.4%

Year-by-year performance

last entry = YTD
2026
-7.7%

Why this score

Bajaj Finserv Nifty 50 Index scores 39/100 — #56 of 82 Index — Large Cap fund (Avoid). It stands out for volatility — beating 99% of peers on volatility. The main drag is its sharpe ratio (better than only 7% of peers).

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

Sharpe ratio-0.72 · 7th percentile in category
Volatility12.30 · 99th percentile in category
Sortino ratio-0.98 · 6th percentile in category
Fund size39.16 Cr · 20th percentile in category
1Y return-2.84% · 25th percentile in category
Expense ratio0.31% · 58th percentile in category

Top holdings

top 5 = 36.8% of portfolio
1.HDFC Bank Ltd10.24%
2.ICICI Bank Ltd9.19%
3.Reliance Industries Ltd7.89%
4.Bharti Airtel Ltd5.36%
5.Larsen & Toubro Ltd4.12%

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

Other Index — Large Cap funds