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BAJAJ FINSERV CONSUMPTION FUND - REGULAR - IDCW

— · Index Funds
High
₹8.58
Current NAV
23 Oct 2026
-13.8%
1Y Return
20.2%
3Y CAGR
14.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.62).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.12).
  • Very large asset base (AUM: ₹12,670 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.12%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • 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
Risk Metrics
1.62
Sharpe Ratio
0.92
Beta
5.12
Alpha
2.14
Sortino
Fund Details
Category Index Funds
AUM ₹12670 Cr
Expense Ratio 2.12%
Min SIP ₹500
Min Lumpsum ₹1000
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