54
Multi CapHold
Bajaj Finserv Multi Cap
Bajaj Finserv · Direct–Growth · rank #14 of 32 by Smart Score
Data updated
Trailing returns
1 Year
12.9%
+9.9% vs index
3 Years
—
5 Years
—
Since launch
15.9%
Year-by-year performance
2026
+7.4%+9.4% vs index
Why this score
Bajaj Finserv Multi Cap scores 54/100 — #14 of 32 Multi Cap fund (Hold). It stands out for volatility and sortino ratio — beating 85% of peers on volatility. The main drag is its fund size (better than only 23% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
Volatility13.98 · 85th percentile in category
Fund size1510.55 Cr · 23rd percentile in category
Expense ratio1.09% · 27th percentile in category
Sortino ratio0.96 · 71st percentile in category
1Y return12.89% · 73rd percentile in category
Alpha3.05 · 52nd percentile in category
Top holdings
1.Bharti Airtel Ltd5.77%
2.Schaeffler India Ltd3.28%
3.The Federal Bank Ltd3.1%
4.HDFC Bank Ltd2.99%
5.Zydus Wellness Ltd2.72%
76 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.