- Mutual Funds
- Bajaj Finserv Mutual Fund
- Bajaj Finserv Flexi Cap Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.625
NAV (Sep 18)
Fund Returns
Last 1Y | 44.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 41.6% |
6 Month CAGR | 28.6% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalisation.
Expense Ratio | 1.86 |
Launched (0y ago) | 1.86 |
AUM in Crores | 3612.6 |
ISIN | INF0QA701383 |
Lock-in | |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bajaj Finserv Flexi Cap Fund (G) | 24,71,073 | 17,38,461 | 44.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
HDFC Bank Ltd.
6.7%ICICI Bank Ltd.
5%Reliance Industries Ltd.
4.4%Mahindra & Mahindra Ltd.
4%Hindustan Unilever Ltd.
3.9%Allocation by Sector
Financial
16.61%Healthcare
12.62%Capital Goods
12.17%Services
10.99%Automobile
8.96%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Bajaj Finserv Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 7.269% | ||
- | 2.51% | ||
- | 7.185% | ||
- | 9.252% | ||
- | 17.993% |
Bajaj Finserv Flexi Cap Fund (G) Review
Bajaj Finserv Flexi Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 41.624% over a period of 1 years. The fund is managed by Bajaj Finserv Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Bajaj Finserv Flexi Cap Fund (G) as of 9/18/2024 is ₹14.63 with the total AUM as of 9/19/2024 is ₹3612.647399. 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 2023-08-14. The category risk of the fund is null.
The minimum SIP amount for Bajaj Finserv Flexi Cap Fund (G) is ₹1000 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 BSE 500 Total Return Index.
Bajaj Finserv Flexi Cap Fund (G) is rated as a null fund in Equity and delivered 44.259% 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)?
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 ₹1000. 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 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 1.86% for regular plan.