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Bajaj Finserv Flexi Cap Fund-Regular Plan-IDCW

Bajaj Finserv Flexi Cap · Flexi Cap
High
₹14.48
Current NAV
23 Oct 2026
-4.1%
1Y Return
12.9%
3Y CAGR
17.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.90).
  • Very large asset base (AUM: ₹19,450 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.3%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
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
1.40
Sharpe Ratio
0.70
Beta
6.90
Alpha
1.54
Sortino
Fund Details
Fund House Bajaj Finserv Flexi Cap
Category Flexi Cap
AUM ₹19450 Cr
Expense Ratio 2.30%
Min SIP ₹500
Min Lumpsum ₹1000
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