42
Small CapAvoid
Bajaj Finserv Small Cap
Bajaj Finserv · Direct–Growth · rank #20 of 36 by Smart Score
Data updated
Trailing returns
1 Year
13.7%
+10.5% vs index
3 Years
—
5 Years
—
Since launch
8.2%
Year-by-year performance
2026
+14.2%+8.3% vs index
Why this score
Bajaj Finserv Small Cap scores 42/100 — #20 of 36 Small Cap fund (Avoid). It stands out for volatility and alpha — beating 79% of peers on volatility. The main drag is its sharpe ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Sharpe ratio0.11 · 5th percentile in category
Sortino ratio0.15 · 5th percentile in category
Volatility16.03 · 79th percentile in category
Alpha6.97 · 78th percentile in category
Fund size2762.15 Cr · 29th percentile in category
1Y return13.72% · 79th percentile in category
Top holdings
1.Welspun Corp Ltd4.04%
2.Rubicon Research Ltd.3.5%
3.Crisil Ltd2.92%
4.Zydus Wellness Ltd2.79%
5.Schaeffler India Ltd2.73%
87 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.