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Snapshot
Snapshot
Bajaj Finserv Equity Savings Fund - Direct (IDCW)
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Summary
Fund Name : Bajaj Finserv Mutual Fund
Scheme Name : Bajaj Finserv Equity Savings Fund - Direct (IDCW)
AMC : Bajaj Finserv Mutual Fund
Type : Open
Category : Hybrid - Arbitrage Oriented
Launch Date : 28-Jul-25
Fund Manager : Sorbh Gupta
Net Assets:(Rs. cr) 30.65
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.21 -0.68 -0.19 1.64 NA NA NA 2.05
Category Avg -0.73 -2.36 -3.02 -0.67 4.12 9.39 8.27 7.48
Category Best -0.21 -0.68 -0.19 1.64 17.33 17.56 13.06 11.21
Category Worst -1.22 -3.70 -5.79 -5.33 -1.57 6.02 5.89 -2.01
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.0636 0.3513 0.0210 0.0962 0.0769
Asset Allocation
Holdings
Company Name% Hold
Vedanta 4.85
Kotak Mah. Bank 3.62
Bajaj Finserv 3.19
Eternal 3.12
HDFC Bank 3.10
ICICI Bank 3.10
Hindalco Inds. 2.53
Hind.Aeronautics 2.49
Multi Comm. Exc. 2.49
Bharat Electron 2.48
Indus Towers 2.27
ITC 2.13
Larsen & Toubro 2.03
Punjab Natl.Bank 2.03
UltraTech Cem. 2.02
Sun Pharma.Inds. 2.00
RBL Bank 1.99
Axis Bank 1.98
Jio Financial 1.96
Power Fin.Corpn. 1.58
Apollo Hospitals 1.53
JSW Steel 1.39
Solar Industries 1.32
Timken India 1.32
O N G C 1.23
Nestle India 1.16
Bandhan Bank 1.07
Ingersoll-Rand 0.99
ZF Commercial 0.93
Tata Consumer 0.47
United Spirits 0.46
Glaxosmi. Pharma 0.42
Bharti Airtel 0.38
Maruti Suzuki 0.38
Reliance Industr 0.37
Schaeffler India 0.36
Titan Company 0.35
Torrent Pharma. 0.35
ICRA 0.35
Britannia Inds. 0.34
Asian Paints 0.33
Bajaj Auto 0.33
Sanofi Consumer 0.29
Devyani Intl. 0.28
Infosys 0.27
Bosch 0.26
Cipla 0.25
TCS 0.24
Hind. Unilever 0.23
GAIL (India) 0.17
Kwality Wall's 0.00
C C I 5.83
Net CA & Others 58.19
Bajaj Finserv Money Market Fund - Direct (G) 23.49
GAIL (India) -0.17
Nestle India -0.85
Bandhan Bank -1.07
O N G C -1.24
Apollo Hospitals -1.28
Solar Industries -1.33
JSW Steel -1.40
Power Fin.Corpn. -1.58
Sun Pharma.Inds. -1.60
UltraTech Cem. -1.66
Larsen & Toubro -1.72
Jio Financial -1.97
Axis Bank -1.99
RBL Bank -2.00
Punjab Natl.Bank -2.04
ITC -2.14
Indus Towers -2.28
Bharat Electron -2.48
Hind.Aeronautics -2.50
Multi Comm. Exc. -2.50
Hindalco Inds. -2.55
ICICI Bank -2.85
HDFC Bank -2.89
Bajaj Finserv -2.94
Eternal -3.13
Kotak Mah. Bank -3.27
Vedanta -4.86
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