47
Pharma & HealthcareHold
Bajaj Finserv Healthcare
Bajaj Finserv · Direct–Growth · rank #9 of 18 by Smart Score
Data updated
Trailing returns
1 Year
24.9%
+21.9% vs index
3 Years
—
5 Years
—
Since launch
12.2%
Year-by-year performance
2025
-2.9%-10.6% vs index
2026
+24.7%+26.8% vs index
Why this score
Bajaj Finserv Healthcare scores 47/100 — #9 of 18 Pharma & Healthcare fund (Hold). It stands out for expense ratio and volatility — beating 86% of peers on expense ratio. The main drag is its sharpe ratio (better than only 9% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
Sharpe ratio0.43 · 9th percentile in category
Expense ratio0.88% · 86th percentile in category
Sortino ratio0.58 · 10th percentile in category
Volatility13.40 · 78th percentile in category
Fund size376.77 Cr · 25th percentile in category
1Y return24.89% · 79th percentile in category
Top holdings
1.Divi's Laboratories Ltd9.67%
2.Sun Pharmaceutical Industries Ltd8.87%
3.Piramal Pharma Ltd6.6%
4.Apollo Hospitals Enterprise Ltd6.5%
5.Aurobindo Pharma Ltd6.13%
32 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.