38
Large CapAvoid
Bajaj Finserv Large Cap
Bajaj Finserv · Direct–Growth · rank #28 of 35 by Smart Score
Data updated
Trailing returns
1 Year
-3.1%
+5.6% vs index
3 Years
—
5 Years
—
Since launch
-0.1%
Year-by-year performance
2025
+10.1%-1.6% vs index
2026
-5.2%+5.5% vs index
Why this score
Bajaj Finserv Large Cap scores 38/100 — #28 of 35 Large Cap fund (Avoid). It stands out for volatility and 1y return — beating 86% of peers on volatility. The main drag is its sharpe ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.52 · 5th percentile in category
Sortino ratio-0.70 · 5th percentile in category
Volatility12.86 · 86th percentile in category
Expense ratio1.25% · 31st percentile in category
1Y return-3.07% · 83rd percentile in category
Alpha0.88 · 39th percentile in category
Top holdings
1.HDFC Bank Ltd9.11%
2.ICICI Bank Ltd8.43%
3.Reliance Industries Ltd5.66%
4.Divi's Laboratories Ltd5.43%
5.Grasim Industries Ltd4.13%
32 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.