Best Bajaj FinServ Mutual Fund to Invest in 2025

Bajaj Finserv Large Cap Fund (G)

₹ 9.56

NAV (May 02)

-4.48%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The Scheme seeks to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.

Expense Ratio
2.11 %
Launched <1Y
2024-08-20
AUM in Crores
1376.7
ISIN
INF0QA701862
Lock-in (days)
No Lock-in
Benchmark
NIFTY 100 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-20

Top Stock Holdings

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Allocation by Sector

Financial

21.34%
21.34%

Healthcare

11.42%
11.42%

Technology

9.2%
9.2%

Energy

9.05%
9.05%

Consumer Staples

8.05%
8.05%
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comparison

Comparison with Equity Funds

Bajaj Finserv Large Cap Fund (G) Review

Bajaj Finserv Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of -4.48%. The fund is managed by Bajaj Finserv Mutual Fund. The fund managers are Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta.

Nav of Bajaj Finserv Large Cap Fund (G) as of 5/2/2025 is ₹9.56 with the total AUM as of 5/3/2025 is ₹1376.73. With Scripbox you can compare and check the latest nav for all mutual funds in India. Bajaj Finserv Large Cap Fund (G) was launched on 2024-08-20. The category risk of the fund is Very High.

The minimum SIP amount for Bajaj Finserv Large 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 Large 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 NIFTY 100 Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with Bajaj Finserv Large Cap Fund (G).

Frequently Asked Questions

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