42
Banking & FinancialAvoid
Bajaj Finserv Banking And Fin Services
Bajaj Finserv · Direct–Growth · rank #20 of 31 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
—
Since launch
-3.5%
Year-by-year performance
2026
-4.4%+1.5% vs index
Why this score
Bajaj Finserv Banking And Fin Services scores 42/100 — #20 of 31 Banking & Financial fund (Avoid). The main drag is its fund size (better than only 34% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Fund size468.89 Cr · 34th percentile in category
Expense ratio1.12% · 48th percentile in category
Top holdings
1.HDFC Bank Ltd15.23%
2.ICICI Bank Ltd12.61%
3.State Bank of India8.21%
4.Bajaj Finance Ltd5.49%
5.Kotak Mahindra Bank Ltd5.05%
37 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.