FundLens
37
Large & Mid CapAvoid

Bajaj FInserv Large And Mid Cap

Bajaj Finserv · Direct–Growth · rank #23 of 34 by Smart Score

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
0.9%
-1.6% vs index
3 Years
5 Years
Since launch
10.8%

Year-by-year performance

last entry = YTD
2025
+6.8%
2026
-1.1%

Why this score

Bajaj FInserv Large And Mid Cap scores 37/100 — #23 of 34 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 14% of peers).

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

Sharpe ratio0.31 · 14th percentile in category
Volatility13.63 · 92nd percentile in category
Sortino ratio0.42 · 14th percentile in category
Expense ratio1.38% · 20th percentile in category
1Y return0.86% · 23rd percentile in category
Fund size2403.17 Cr · 34th percentile in category

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