40
Large & Mid CapAvoid
Bajaj Finserv Large And Mid Cap
Bajaj Finserv · Direct–Growth · rank #23 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-2.8%
+0.6% vs index
3 Years
—
5 Years
—
Since launch
7.7%
Year-by-year performance
2025
+6.8%-1.6% vs index
2026
-5.8%-0.7% vs index
Why this score
Bajaj Finserv Large And Mid Cap scores 40/100 — #23 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.
Volatility13.36 · 92nd percentile in category
Sharpe ratio0.09 · 17th percentile in category
Sortino ratio0.12 · 17th percentile in category
Fund size2323.68 Cr · 35th percentile in category
Expense ratio1.16% · 40th percentile in category
1Y return-2.76% · 35th percentile in category
Top holdings
1.HDFC Bank Ltd6.25%
2.ICICI Bank Ltd5.37%
3.Divi's Laboratories Ltd4.07%
4.Sona BLW Precision Forgings Ltd3.28%
5.Reliance Industries Ltd3.17%
66 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.