45
Small CapHold
Bajaj Finserv Small Cap
Bajaj Finserv · Direct–Growth · rank #20 of 36 by Smart Score
Data updated
Trailing returns
1 Year
19.9%
+11.2% vs index
3 Years
—
5 Years
—
Since launch
12.2%
Year-by-year performance
2026
+17.8%+8.2% vs index
Why this score
Bajaj Finserv Small Cap scores 45/100 — #20 of 36 Small Cap fund (Hold). It stands out for alpha and volatility — beating 88% of peers on alpha. The main drag is its sharpe ratio (better than only 15% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.36 · 15th percentile in category
Alpha8.00 · 88th percentile in category
Sortino ratio0.51 · 16th percentile in category
Volatility16.02 · 76th percentile in category
Fund size2363.72 Cr · 29th percentile in category
1Y return19.85% · 76th percentile in category
Top holdings
1.Rubicon Research Ltd.4.09%
2.S.J.S Enterprises Ltd3.21%
3.Zydus Wellness Ltd3.02%
4.Neuland Laboratories Ltd2.97%
5.Welspun Corp Ltd2.71%
92 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.