52
Multi CapHold
Bajaj Finserv Multi Cap
Bajaj Finserv · Direct–Growth · rank #15 of 33 by Smart Score
Data updated
Trailing returns
1 Year
6.9%
+11.6% vs index
3 Years
—
5 Years
—
Since launch
12.3%
Year-by-year performance
2026
+3.9%+9.9% vs index
Why this score
Bajaj Finserv Multi Cap scores 52/100 — #15 of 33 Multi Cap fund (Hold). It stands out for volatility and 1y return — 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.
Volatility13.88 · 85th percentile in category
Fund size1641.36 Cr · 23rd percentile in category
Expense ratio1.09% · 30th percentile in category
1Y return6.90% · 83rd percentile in category
Sharpe ratio0.42 · 47th percentile in category
Alpha3.13 · 52nd percentile in category
Top holdings
1.HDFC Bank Ltd9.73%
2.Bharti Airtel Ltd4.54%
3.Reliance Industries Ltd4.15%
4.Schaeffler India Ltd3.09%
5.Glaxosmithkline Pharmaceuticals Ltd2.65%
69 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.