33
ConsumptionAvoid
Bajaj Finserv Consumption
Bajaj Finserv · Direct–Growth · rank #17 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-7.3%
-2.6% vs index
3 Years
—
5 Years
—
Since launch
-4.3%
Year-by-year performance
2025
-4.5%-12.2% vs index
2026
-3.0%+3.0% vs index
Why this score
Bajaj Finserv Consumption scores 33/100 — #17 of 25 Consumption fund (Avoid). It stands out for volatility — beating 78% of peers on volatility. The main drag is its sharpe ratio (better than only 8% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Sharpe ratio-0.75 · 8th percentile in category
Sortino ratio-1.01 · 8th percentile in category
Volatility14.30 · 78th percentile in category
Alpha-5.13 · 23rd percentile in category
Expense ratio1.24% · 30th percentile in category
Fund size564.97 Cr · 34th percentile in category
Top holdings
1.Zomato Ltd7.51%
2.Mahindra & Mahindra Ltd4.86%
3.Bharti Airtel Ltd4.67%
4.Zydus Wellness Ltd4.13%
5.Bajaj Auto Ltd3.83%
53 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.