Mutual Funds

Bajaj Finserv Banking and Financial Services Fund - Regular - Growth

Bajaj Finserv Mutual FundSectoral/ThematicVery High Risk
₹10.09+0.12 (+1.17%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹464 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

2.09%

Risk

Very High

Bajaj Finserv Banking and Financial Services Fund
₹10.09+1.17%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+1.8%

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NAV History

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52-Week NAV Range

₹8.65
₹10.26

89% from 52W low

Fund Information

Sectoral/ThematicEquitySince 03-12-2025

Fund House

Bajaj Finserv Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity95.7%
Cash4.2%

Market Cap Split

Large Cap61.8%
Mid Cap8.1%

Top Holdings

41 stocks
Weight1M Change
1

HDFC Bank Ltd

Financial Services

14.60%+1.8%
2

ICICI Bank Ltd

Financial Services

12.24%0.0%
3

State Bank of India

Financial Services

7.84%0.0%
4

Axis Bank Ltd

Financial Services

7.38%-11.8%
5

Kotak Mahindra Bank Ltd

Financial Services

5.83%-16.1%
6

The Federal Bank Ltd

Financial Services

4.09%0.0%
7

Shriram Finance Ltd

Financial Services

3.73%+7.1%
8

Manappuram Finance Ltd

Financial Services

3.09%0.0%
9

RBL Bank Ltd

Financial Services

2.98%0.0%
10

Bajaj Finance Ltd

Financial Services

2.89%0.0%

Sector Allocation

Weight1M Change
Financial Services
95.0%-15%
Healthcare
0.7%0%

Fundamentals

P/E Ratio

18.88

Cat avg: 18.96

P/B Ratio

2.20

Cat avg: 2.37

Dividend Yield

0.91%

Cat avg: 0.84%

Price/Sale

4.18

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bajaj Bkg and Fincl Svcs Reg Gr4642.09---
ICICI Pru Banking & Fin Svcs Gr11,0341.49-1.0%+10.5%+9.8%
SBI Banking & Financial Svcs Reg Gr10,8451.75+3.4%+15.8%+12.8%
Nippon India Banking & Fin Srvs Gr7,7891.54+3.1%+13.3%+13.8%
HDFC Banking & Financial Svcs Reg Gr4,5821.92+5.9%+13.1%+12.7%
Aditya BSL Bkng & Fin Srvcs Reg Gr3,6761.64+4.1%+11.7%+11.6%
Tata Banking & Financial Svcs Reg Gr3,1711.67+1.5%+12.0%+12.2%
Mirae Asset Banking & Fin Svcs Reg Gr2,3051.73+5.3%+13.4%+13.0%
DSP Banking & Financial Svcs Reg Gr2,0121.77+11.2%--
Invesco India Financial Serv Gr1,8111.79+6.9%+17.7%+14.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹464 Cr
Expense Ratio2.09%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings38

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.