Mutual Funds

Bajaj Finserv Low Duration Fund - Direct - IDCW

Bajaj Finserv Mutual FundLow DurationLow Risk
₹1,026.8+0.56 (+0.05%)

NAV as on 2026-07-17 · Debt · Low Duration

AUM

₹517 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.19%

Risk

Low

Bajaj Finserv Low Duration Fund
₹1,026.8+0.05%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+6.5%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹1,001.07
₹1,026.8

100% from 52W low

Fund Information

Low DurationDebtSince 23-02-2026

Fund House

Bajaj Finserv Mutual Fund

Category

Debt - Low Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash45.9%

Market Cap Split

Top Holdings

21 stocks
Weight1M Change
1

Clearing Corporation Of India Ltd

33.11%0.0%
2

National Bank For Agriculture And Rural Development

19.03%0.0%
3

Rec Limited

18.79%0.0%
4

HDFC Bank Ltd

18.11%0.0%
5

Power Finance Corporation Limited

14.16%-34.8%
6

Muthoot Finance Limited

11.46%0.0%
7

Indian Railway Finance Corporation Limited

9.61%+100.0%
8

Cholamandalam Investment And Finance Company Limited

9.53%0.0%
9

L&T Finance Limited

9.52%+100.0%
10

Bajaj Housing Finance Limited

9.50%0.0%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Bajaj Low Duration Dir IDCW-P5170.19---
ICICI Pru Savings Dir Dl IDCW-R22,3390.36+4.9%+7.0%+6.3%
HDFC Low Duration Dir Dl IDCW-R18,2420.46+6.1%+7.4%+6.6%
SBI Low Duration Dir Dl IDCW-R13,3940.43+5.9%+7.3%+6.4%
Kotak Low Duration Dir Bns11,5230.40+9.5%+9.0%-
Aditya BSL Low Duration Dir Dl IDCW-R9,7750.36+5.9%+7.2%+6.5%
Nippon India Low Duration Dir Bns7,3790.32+6.3%+7.5%+6.7%
Bandhan Low Duration Dir Dl IDCW-R6,0160.28+6.4%+4.8%+4.6%
Axis Treasury Advantage Dir Dl IDCW-R4,6500.35+6.2%+6.8%+6.2%
DSP Low Duration Dir Dl IDCW-R4,2440.25+4.8%+6.3%+5.8%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹517 Cr
Expense Ratio0.19%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings18

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low 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.