Bajaj Finserv Ultra Short to Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Ultra Short Duration funds is 8.13% .
The largest portfolio holding is TREPS with a portfolio weight of 17.52% .
The fund currently owns more than 25 stocks.
The top 10 holdings account for 59.58% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 4.92% |
| 2 Year Return | N/A | 9.35% |
| 3 Year Return | N/A | 4.58% |
| 4 Year Return | N/A | 5.86% |
| 5 Year Return | N/A | 8.13% |
| 6 Year Return | N/A | 13.28% |
| 7 Year Return | N/A | 52.68% |
| Expense Ratio | 0.19% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
17.52%
|
||
| 2 |
7.51%
|
||
| 3 |
7.43%
|
||
| 4 |
4.52%
|
||
| 5 |
3.77%
|
||
| 6 |
3.77%
|
||
| 7 |
3.77%
|
||
| 8 |
3.77%
|
||
| 9 |
3.76%
|
||
| 10 |
3.76%
|
||
| 11 |
3.76%
|
||
| 12 |
3.75%
|
AMC: BAJAJ FINSERV
Category: Debt • Ultra Short Duration
Launch Date: 09 Feb 2026
Fund Manager: Mr. Nimesh Chandan
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
Bajaj Finserv Ultra Short to Short Term Fund - Direct Plan is managed by BAJAJ FINSERV and belongs to the Debt 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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