Bajaj Finserv Banking & Financial Services Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Bajaj Finserv Banking & Financial Services Growth Direct Plan

NAV
₹10.1350
+0.38%
(4 Feb)
AUM
362 Cr
TER
0.66%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+23.8%
+22.3%
+8.6%
NA
3Y
+33.5%
+33.6%
+31.2%
+31.7%
NA
5Y
+29.0%
+30.1%
+29.8%
+21.4%
NA
ALL
+17.0%
+12.4%
+25.0%
+17.7%
+1.4%
VOL
19.6%
20.0%
21.9%
16.1%
12.3%
TER
0.9%
0.8%
0.6%
0.5%
0.7%
AUM
₹1,449 Cr
₹5,817 Cr
₹5,643 Cr
₹8,304 Cr
₹362 Cr
INFO
0.86
0.62
1.14
1.09
0.11
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Bajaj Finserv Banking & Financial Services (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
17.0%
ICICI Bank Ltd
10.4%
State Bank of India
8.3%
Axis Bank Ltd
7.3%
Clearing Corporation Of India Ltd
6.1%
The Federal Bank Ltd
4.0%
Shriram Finance Ltd
3.9%
HDFC Life Insurance Co Ltd
3.7%
Bajaj Finance Ltd
3.5%
Jio Financial Services Ltd
2.9%
Top industry exposure
Financial Services
89.4%
Technology
1.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
he objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies engaged in Banking and Financial Services.However, there is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Nimesh Chandan
Siddharth Chaudhary
Sorbh Gupta

FAQs