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Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth

Bajaj Finserv Large and Mid Cap · Mid Cap
High
₹11.23
Current NAV
23 Oct 2026
-8.2%
1Y Return
23.7%
3Y CAGR
25.7%
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: 1.67).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.17).
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
1.67
Sharpe Ratio
1.57
Beta
2.17
Alpha
2.29
Sortino
Fund Details
Fund House Bajaj Finserv Large and Mid Cap
Category Mid Cap
AUM ₹3720 Cr
Expense Ratio 1.57%
Min SIP ₹500
Min Lumpsum ₹1000
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