Mutual Funds

BAJAJ FINSERV MULTI CAP FUND - REGULAR - IDCW

Bajaj Finserv Mutual FundMulti CapVery High Risk
₹12.08-0.01 (-0.12%)

NAV as on 2026-07-13 · Equity · Multi Cap

AUM

₹1,324 Cr

1Y Return

+5.0%

3Y CAGR

-

5Y CAGR

-

Expense

1.84%

Risk

Very High

BAJAJ FINSERV MULTI CAP FUND
₹12.08-0.12%

1Y Return

+5.0%

3Y CAGR

-

5Y CAGR

-

Since Inception

+14.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹9.95
₹12.16

96% from 52W low

Fund Information

Multi CapEquitySince 03-03-2025

Fund House

Bajaj Finserv Mutual Fund

Category

Equity - Multi Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity98.4%
Cash1.6%

Market Cap Split

Large Cap35.3%
Mid Cap26.0%
Small Cap28.7%

Top Holdings

85 stocks
Weight1M Change
1

Bharti Airtel Ltd

Communication Services

6.11%0.0%
2

HDFC Bank Ltd

Financial Services

4.49%0.0%
3

Schaeffler India Ltd

Consumer Cyclical

3.57%0.0%
4

The Federal Bank Ltd

Financial Services

3.11%0.0%
5

Bajaj Auto Ltd

Consumer Cyclical

2.92%+22.5%
6

Axis Bank Ltd

Financial Services

2.58%0.0%
7

Steel Authority Of India Ltd

Basic Materials

2.54%-8.8%
8

Aurobindo Pharma Ltd

Healthcare

2.54%+15.1%
9

Larsen & Toubro Ltd

Industrials

2.48%-38.3%
10

ICICI Bank Ltd

Financial Services

2.35%+38.9%

Sector Allocation

Weight1M Change
Financial Services
22.2%+71%
Consumer Cyclical
21.1%+100%
Basic Materials
14.3%+24%
Industrials
13.2%-50%
Healthcare
7.5%+10%
Communication Services
6.8%0%
Technology
5.3%-17%
Consumer Defensive
3.2%0%
Energy
1.2%+50%
Real Estate
0.8%0%
Utilities
0.6%0%

Fundamentals

P/E Ratio

29.67

Cat avg: 27.50

P/B Ratio

3.20

Cat avg: 3.72

Dividend Yield

0.78%

Cat avg: 0.95%

Price/Sale

2.54

Price/Cash Flow

16.96

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bajaj Multi Cap Reg IDCW-P1,3241.84+5.0%--
Nippon India Multi Cap Bns54,5851.22+0.7%+16.7%+19.1%
Kotak Multicap Reg IDCW-P28,0741.62+6.8%+19.4%-
SBI Multicap Reg IDCW-P23,6931.62-1.5%+14.3%-
HDFC Multi Cap Reg IDCW-P19,5811.66-2.0%+14.5%-
ICICI Pru Multicap IDCW-P17,6761.43+5.4%+17.0%+15.3%
Axis Multicap Reg IDCW-P9,9381.73+0.6%+17.8%-
Quant Multi Cap IDCW-P7,6642.08+3.7%+12.1%+12.6%
Aditya BSL Multi-Cap Reg IDCW-P6,8111.55+3.8%+14.8%+13.2%
Mahindra Manulife Multi Cap Reg IDCW-P6,6431.55+5.8%+18.0%+15.7%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,324 Cr
Expense Ratio1.84%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings84

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.