Bajaj Finserv Banking and Financial Services Fund - Regular - Growth

Bajaj Finserv Banking and Financial Services · Index Funds

High

₹10.02

Current NAV

25 Jun 2026

15.6%

1Y Return

13.6%

3Y CAGR

16.6%

5Y CAGR

Watchlist

Generates significant excess returns relative to benchmark index (Alpha: 3.96).
Very large asset base (AUM: ₹20,510 Cr) indicating high investor trust and liquidity.
Well-diversified portfolio aligned with the Index Funds mandate.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.96

Sharpe Ratio

0.56

Beta

3.96

Alpha

1.21

Sortino

Fund House	Bajaj Finserv Banking and Financial Services
Category	Index Funds
AUM	₹20510 Cr
Expense Ratio	1.76%
Min SIP	₹500
Min Lumpsum	₹1000

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