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Bajaj Finserv Money Market Fund-Regular Plan-Monthly-IDCW

Bajaj Finserv Money Market · Index Funds
High
₹1046.88
Current NAV
25 Jun 2026
15.1%
1Y Return
11.1%
3Y CAGR
16.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.71).
  • Very large asset base (AUM: ₹23,760 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.71
Sharpe Ratio
0.91
Beta
6.71
Alpha
0.93
Sortino
Fund Details
Fund House Bajaj Finserv Money Market
Category Index Funds
AUM ₹23760 Cr
Expense Ratio 1.71%
Min SIP ₹500
Min Lumpsum ₹1000
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