• Mutual Funds
  • Bajaj Finserv Mutual Fund
  • Bajaj Finserv Flexi Cap Fund (Growth)
Best Bajaj FinServ Mutual Fund to Invest in 2024

Bajaj Finserv Flexi Cap Fund (Growth)

EquityOther

12.812

NAV (May 24)

28.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.812

NAV (May 24)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
28.1%
6 Month CAGR
22.1%

Scheme Information

Investment Objective

To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalisation. However,there is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
1.91
Launched (1y ago)
Aug 14, 2023
AUM in Crores
2614.348
ISIN
INF0QA701383
Lock-in
No Lock-in
Benchmark
S&P BSE 500
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Siddharth Chaudhary

Fund Manager

Sorbh Gupta

Fund Manager

Nimesh Chandan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Bajaj Finserv Flexi Cap Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-24

Top Stock Holdings

hdfc bank ltd

6.3%
6.3%

icici bank ltd

6.2%
6.2%

reliance industries ltd

5.7%
5.7%

bharti airtel ltd

3.9%
3.9%

tata consultancy services ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

19.5%
19.5%

industrials

16.5%
16.5%

consumer cyclical

15.2%
15.2%

technology

8.7%
8.7%

healthcare

8.6%
8.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 22,471 cr

₹ 18,691 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Bajaj Finserv Asset Management

Bajaj Finserv Asset Management Limited manages assets worth 10,303 crores and was set up on 18 October 2021. It's current offering of mutual fund schemes includes 26 debt and 4 equity funds.amc-img
phone-img1800-309-3900
Fund NameScripbox Opinion
Till Date CAGR

-

8.1%

-

9.2%

-

28.1%

-

6.4%

-

6%

Bajaj Finserv Flexi Cap Fund (G) Review

Bajaj Finserv Flexi Cap Fund (G) is a Other Equity fund and has delivered an annualised return of 28.1% over a period of 0 years. The fund is managed by Bajaj Finserv Asset Management Limited. The fund managers are Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta.

Nav of Bajaj Finserv Flexi Cap Fund (G) as of 5/24/2024 is ₹12.81 with the total AUM as of 5/27/2024 is ₹2614.348. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv Flexi Cap Fund (G) was launched on Aug 14, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Bajaj Finserv Flexi Cap Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Bajaj Finserv Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500.

Bajaj Finserv Flexi Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bajaj Finserv Flexi Cap Fund (G).

Frequently Asked Questions

What is Bajaj Finserv Flexi Cap Fund (G)?

Bajaj Finserv Flexi Cap Fund (G) is a Other Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Bajaj Finserv Flexi Cap Fund (G)?

You can invest in Bajaj Finserv Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Bajaj Finserv Flexi Cap Fund (G)?

The minimum sip amount for Bajaj Finserv Flexi Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Bajaj Finserv Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, Bajaj Finserv Flexi Cap Fund (G) is a Not Reviewed Yet fund. You can investBajaj Finserv Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Bajaj Finserv Flexi Cap Fund (G)?

The expense ratio of the Bajaj Finserv Flexi Cap Fund (G) is 1.91% for regular plan.