40
Large & Mid CapAvoid
Bajaj Finserv Large And Mid Cap
Bajaj Finserv · Direct–Growth · rank #22 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.5%
-0.9% vs index
3 Years
—
5 Years
—
Since launch
10.3%
Year-by-year performance
2025
+6.8%-1.6% vs index
2026
-0.8%-0.4% vs index
Why this score
Bajaj Finserv Large And Mid Cap scores 40/100 — #22 of 36 Large & Mid Cap fund (Avoid). It stands out for volatility — beating 92% of peers on volatility. The main drag is its sharpe ratio (better than only 17% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Volatility13.41 · 92nd percentile in category
Sharpe ratio0.28 · 17th percentile in category
Sortino ratio0.38 · 17th percentile in category
Expense ratio1.25% · 31st percentile in category
1Y return4.46% · 23rd percentile in category
Fund size2444.72 Cr · 38th percentile in category
Top holdings
1.ICICI Bank Ltd5.23%
2.HDFC Bank Ltd4.13%
3.Sona BLW Precision Forgings Ltd3.44%
4.Divi's Laboratories Ltd3.35%
5.Reliance Industries Ltd3.32%
66 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.