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Bajaj Finserv Healthcare Fund-Reg(G)

FAQ : Bajaj Finserv Healthcare Fund - Regular Plan - Growth

Bajaj Finserv Healthcare Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 21.04 N/A N/A N/A
Average Rolling Returns(%) 11.30 N/A N/A N/A

The Current NAV of Bajaj Finserv Healthcare Fund - Regular Plan - Growth is ₹11.85.

It is better to invest in a fund with a longer track record as Bajaj Finserv Healthcare Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Bajaj Finserv Healthcare Fund - Regular Plan - Growth fund’s expense ratio is 2.09%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Bajaj Finserv Healthcare Fund - Regular Plan - Growth is currently ₹405 Crores.

The Top three stocks are Divis Laboratories, Sun Pharma. Inds. and Piramal Pharma and account for 25% of its portfolio. Top 5 and 10 stocks of fund account for 37% and 59% of fund’s portfolio respectively.

Top three sectors of Bajaj Finserv Healthcare Fund - Regular Plan - Growth fund are Healthcare, Others and Chemicals accounting for 96% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Pharma & Health Care it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Bajaj Finserv Healthcare Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Pharma & Health Care.

Sorbh Gupta and Bharat Hegde manage the Bajaj Finserv Healthcare Fund - Regular Plan - Growth Fund.

Bajaj Finserv Healthcare Fund - Regular Plan - Growth current PE ratio is 58.40 and PB ratio is 9.23

The asset allocation of Bajaj Finserv Healthcare Fund - Regular Plan - Growth is Stocks : 95.56%, Debt : 3.14% and Gold : 1.31%

The minimum SIP amount for Bajaj Finserv Healthcare Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹500.00

The exit load for Bajaj Finserv Healthcare Fund - Regular Plan - Growth is 1% on or before 3 months, Nil after 3 months