Bajaj Finserv Consumption Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is ETERNAL LTD with a portfolio weight of 7.20% .
The fund currently owns more than 57 stocks.
The top 10 holdings account for 39.05% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.76% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.66% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | E-Commerce/E-Retail |
7.20%
|
|
| 2 | Communication Services |
5.56%
|
|
| 3 | Consumer Discretionary |
4.44%
|
|
| 4 | Food Processing & Packaging |
4.24%
|
|
| 5 | Consumer Discretionary |
3.58%
|
|
| 6 | Consumer Discretionary |
3.14%
|
|
| 7 | Materials |
2.78%
|
|
| 8 | Consumer Discretionary |
2.74%
|
|
| 9 | Consumer Discretionary |
2.71%
|
|
| 10 | Consumer Discretionary |
2.66%
|
|
| 11 | Communication Services |
2.47%
|
|
| 12 |
2.47%
|
AMC: BAJAJ FINSERV
Category: Equity • Sectoral/Thematic
Launch Date: 08 Nov 2024
Fund Manager: Mr. Kishore Agarwal
Minimum Purchase: ₹500
Exit Load: If units are redeemed/switched out within 3 months from the date of allotment: 1% of applicable NAV. If units are redeemed/switched out after 3 months from the date of allotment, no exit load is payable.
Lock-in: 1
Risk: Moderate Risk
Bajaj Finserv Consumption Fund - Direct Plan is managed by BAJAJ FINSERV and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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