39
Large CapAvoid
Bajaj Finserv Large Cap
Bajaj Finserv · Direct–Growth · rank #25 of 35 by Smart Score
Data updated
Trailing returns
1 Year
5.1%
+6.9% vs index
3 Years
—
5 Years
—
Since launch
1.8%
Year-by-year performance
2025
+10.1%-1.6% vs index
2026
-1.5%+6.3% vs index
Why this score
Bajaj Finserv Large Cap scores 39/100 — #25 of 35 Large Cap fund (Avoid). It stands out for volatility and 1y return — beating 80% 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-0.37 · 5th percentile in category
Sortino ratio-0.50 · 5th percentile in category
Volatility12.90 · 80th percentile in category
Expense ratio1.28% · 29th percentile in category
1Y return5.09% · 86th percentile in category
Fund size1671.20 Cr · 41st percentile in category
Top holdings
1.ICICI Bank Ltd8.55%
2.HDFC Bank Ltd5.97%
3.Reliance Industries Ltd5.05%
4.Bharti Airtel Ltd4.17%
5.Divi's Laboratories Ltd4.07%
32 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.