- Mutual Funds
- Bajaj Finserv Mutual Fund
- Bajaj Finserv Flexi Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.639
NAV (May 17)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 26.4% |
6 Month CAGR | 20.8% |
Scheme Information
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Bajaj Finserv Flexi Cap Fund (Growth) | NaN | NaN | % | |
| 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
6.3%icici bank ltd
6.2%reliance industries ltd
5.7%bharti airtel ltd
3.9%tata consultancy services ltd
3.1%Allocation by Sector
financial services
19.5%industrials
16.5%consumer cyclical
15.2%technology
8.7%healthcare
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 18,691 cr | ||
₹ 22,471 cr | ||
₹ 14,859 cr | ||
₹ 42,664 cr | ||
₹ 63,933 cr |
About the AMC
Bajaj Finserv Asset Management
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.2% | ||
- | 7.4% | ||
- | 26.4% | ||
- | 6.3% | ||
- | 5.9% |
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 26.4% 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 5/17/2024 is ₹12.64 with the total AUM as of 5/21/2024 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)?
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.