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
₹9.1280
-1.93%
(13 Mar)
AUM
414 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
+25.4%
+24.1%
+23.9%
+19.2%
NA
3Y
+32.8%
+31.0%
+29.8%
+28.8%
NA
5Y
+27.1%
+25.4%
+26.4%
NA
NA
ALL
+12.2%
+16.5%
+24.2%
+26.1%
-8.7%
VOL
20.0%
19.6%
21.8%
17.2%
14.9%
TER
0.8%
0.9%
0.6%
0.9%
0.7%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹414 Cr
INFO
0.61
0.84
1.11
1.51
-0.58
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
16.4%
ICICI Bank Ltd
12.5%
Axis Bank Ltd
9.3%
State Bank of India
8.4%
Kotak Mahindra Bank Ltd
7.0%
The Federal Bank Ltd
4.4%
Manappuram Finance Ltd
3.7%
Shriram Finance Ltd
3.4%
Go Digit General Insurance Ltd
2.7%
RBL Bank Ltd
2.7%
Top industry exposure
Financial Services
93.9%
Technology
1.4%
Healthcare
0.6%
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