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Bajaj Finserv Large Cap Fund(G)-Direct Plan

FAQ : Bajaj Finserv Large Cap Fund - Growth - Direct Plan

Bajaj Finserv Large Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) 2.89 N/A N/A N/A

The Current NAV of Bajaj Finserv Large Cap Fund - Growth - Direct Plan is ₹10.86.

It is better to invest in a fund with a longer track record as Bajaj Finserv Large Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Bajaj Finserv Large Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.52%

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 Large Cap Fund - Growth - Direct Plan is currently ₹1,570 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 52% of fund’s portfolio respectively.

Top three sectors of Bajaj Finserv Large Cap Fund - Growth - Direct Plan fund are BFSI, IT and Metals & Mining accounting for 46% 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 - Large Cap Fund 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 Large Cap Fund - Growth - Direct Plan Fund is Equity - Large Cap Fund.

Nimesh Chandan and Sorbh Gupta manage the Bajaj Finserv Large Cap Fund - Growth - Direct Plan Fund.

Bajaj Finserv Large Cap Fund - Growth - Direct Plan current PE ratio is 35.33 and PB ratio is 6.52

The asset allocation of Bajaj Finserv Large Cap Fund - Growth - Direct Plan is Stocks : 96.92%, Debt : 3.59% and Gold : -0.46%

The minimum SIP amount for Bajaj Finserv Large Cap Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹500.00

The exit load for Bajaj Finserv Large Cap Fund - Growth - Direct Plan is 1% on or before 6 months, Nil after 6 months