Pharma & HealthcareAvoid

Bajaj FInserv Healthcare

Bajaj Finserv · Direct–Growth · rank #11 of 18 by Smart Score

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Trailing returns

vs Nifty 500 (index-fund proxy)

1 Year

12.8%

+12.3% vs index

3 Years

—

5 Years

—

Since launch

8.0%

Year-by-year performance

last entry = YTD

2025

-2.9%-10.6% vs index

2026

+15.9%+17.6% vs index

Why this score

Bajaj FInserv Healthcare scores 40/100 — #11 of 18 Pharma & Healthcare fund (Avoid). It stands out for volatility and expense ratio — beating 85% of peers on volatility. 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 ratio0.11 · 9th percentile in category

Volatility13.58 · 85th percentile in category

Sortino ratio0.15 · 9th percentile in category

Expense ratio0.92% · 81st percentile in category

Alpha2.55 · 21st percentile in category

Fund size354.03 Cr · 25th percentile in category

Other Pharma & Healthcare funds

HDFC Pharma And Healthcare

3Y —

SBI Healthcare Opportunities

3Y 24.7%

ICICI Pru Pharma Healthcare And Diagnostics PHD

3Y 25.6%

UTI Healthcare

3Y 26.4%