Bajaj Finserv Flexi Cap Fund

AMC: BAJAJ FINSERV Moderate Risk Equity Flexi Cap

📊 Quick Summary Of This Page

Bajaj Finserv Flexi Cap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
1.52%
Expense Ratio
Mr. Nimesh Chandan
Fund Manager
Growth
Plan Type
24 Jul 2023
Launch Date
1%
If units are redeemed / switched out within 6 months from the date of allotment: if upto 10% of units allotted are redeemed/switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.
Exit Load
NAV Momentum
Fund Analysis

Bajaj Finserv Flexi Cap Fund does not yet have a 5-year performance history.

The average return for Flexi Cap funds is 66.68% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 16.60% -1.16%
2 Year Return 51.21% 12.01%
3 Year Return N/A 35.81%
4 Year Return N/A 52.38%
5 Year Return N/A 66.68%
6 Year Return N/A 109.08%
7 Year Return N/A 129.34%
Expense Ratio 1.52% -
NAV History
Fund Information

AMC: BAJAJ FINSERV

Category: Equity • Flexi Cap

Launch Date: 24 Jul 2023

Fund Manager: Mr. Nimesh Chandan

Minimum Purchase: ₹500

Exit Load: If units are redeemed / switched out within 6 months from the date of allotment: if upto 10% of units allotted are redeemed/switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. If units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Bajaj Finserv Flexi Cap Fund 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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Frequently Asked Questions

Bajaj Finserv Flexi Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Bajaj Finserv Flexi Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Bajaj Finserv Flexi Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Bajaj Finserv Flexi Cap Fund, based on the latest portfolio data.

Bajaj Finserv Flexi Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Bajaj Finserv Flexi Cap Fund is , which represents the annual cost charged for managing the fund.

Bajaj Finserv Flexi Cap Fund manages assets worth approximately , representing the total investor capital under management.

Bajaj Finserv Flexi Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Bajaj Finserv Flexi Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Bajaj Finserv Flexi Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Bajaj Finserv Flexi Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Bajaj Finserv Flexi Cap Fund and making investment decisions.

Yes, Bajaj Finserv Flexi Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Bajaj Finserv Flexi Cap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Bajaj Finserv Flexi Cap Fund to estimate returns and wealth creation over different time periods.