FundLens
27
ConsumptionAvoid

Bajaj FInserv Consumption

Bajaj Finserv · Direct–Growth · rank #21 of 25 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-3.4%
-3.9% vs index
3 Years
5 Years
Since launch
-3.6%

Year-by-year performance

last entry = YTD
2025
-4.5%
2026
-0.8%

Why this score

Bajaj FInserv Consumption scores 27/100 — #21 of 25 Consumption fund (Avoid). It stands out for volatility — beating 71% 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-0.69 · 8th percentile in category
Alpha-6.94 · 3rd percentile in category
Sortino ratio-0.93 · 8th percentile in category
Volatility14.69 · 71st percentile in category
Expense ratio1.20% · 34th percentile in category
1Y return-3.41% · 28th percentile in category

Other Consumption funds