30
ConsumptionAvoid
Bajaj Finserv Consumption
Bajaj Finserv · Direct–Growth · rank #21 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-2.8%
-5.8% vs index
3 Years
—
5 Years
—
Since launch
-2.7%
Year-by-year performance
2025
-4.5%-12.2% vs index
2026
+0.4%+2.5% vs index
Why this score
Bajaj Finserv Consumption scores 30/100 — #21 of 25 Consumption fund (Avoid). It stands out for volatility — beating 73% 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-0.64 · 8th percentile in category
Sortino ratio-0.87 · 8th percentile in category
Alpha-5.66 · 13th percentile in category
Volatility14.28 · 73rd percentile in category
Expense ratio1.26% · 30th percentile in category
Fund size619.53 Cr · 38th percentile in category
Top holdings
1.Zomato Ltd7.2%
2.Bharti Airtel Ltd5.56%
3.Bajaj Auto Ltd4.44%
4.Zydus Wellness Ltd4.24%
5.Maruti Suzuki India Ltd3.58%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.