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Bajaj Finserv Large and Mid Cap Fund- Direct Plan- IDCW

Bajaj Finserv Large and Mid Cap · Mid Cap
High
₹12.63
Current NAV
25 Jun 2026
40.5%
1Y Return
17.5%
3Y CAGR
24.5%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.55).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.55).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.55
Sharpe Ratio
0.55
Beta
5.55
Alpha
1.94
Sortino
Fund Details
Fund House Bajaj Finserv Large and Mid Cap
Category Mid Cap
AUM ₹1100 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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