{"id":224800,"date":"2026-08-31T16:54:59","date_gmt":"2026-08-31T11:24:59","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-11T16:14:37","modified_gmt":"2026-09-11T10:44:37","slug":"bajaj-finserv-large-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Bajaj Finserv Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-large-cap-fund-g-direct-plan\">Bajaj Finserv Large Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b910.277 as of 10 Sep 2026 and an AUM of \u20b91,663 Cr. Its 1-year, 3-year and 5-year returns are 1.95%, 0% and 0%, and the scheme sits in the High Risk category.<\/p>\n<p>Our view is that this is still an early-stage large-cap option because it launched on 20 Aug 2024, so its longer holding-period figures do not yet offer a full history. The recent return pattern is modest, and the portfolio shows meaningful weight in a small set of large names, so the fund looks better suited to investors who can handle volatility and want to monitor how the strategy develops over time.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Bajaj_Finserv_Large_Cap\" title=\"Should you BUY or HOLD Bajaj Finserv Large Cap?\">Should you BUY or HOLD Bajaj Finserv Large Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/bajaj-finserv-large-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b910.277 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,663 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.59%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>20 Aug 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 6M, Nil after 6M<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.43%<\/td>\n<td>-4.06%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>4.37%<\/td>\n<td>1.37%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>1.95%<\/td>\n<td>-7.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The short-term pattern is mixed but not weak in context. Over one month, the fund fell less than the benchmark, and over three months it moved ahead of the benchmark, which suggests some resilience after a choppy phase.<\/p>\n<p>The 1-year figure also stands out because the fund remained positive while the benchmark was negative. That said, the fund\u2019s own 1-year path was uneven, with periods of setback before a partial recovery, so the result looks more like a rebound than a steady compounding trend.<\/p>\n<p>Because the scheme started in August 2024, there is no meaningful 3-year or 5-year return history yet. That limits how much we can read into its longer-run behaviour, and it also means the fund should be judged mainly on how it has handled recent market swings rather than on a mature track record.<\/p>\n<p>Compared with the NIFTY 50, the fund has recently behaved a little better on the short horizon and materially better over one year. The main question for investors is whether that early resilience can continue once the portfolio gets a longer performance history.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Bajaj_Finserv_Large_Cap\"><\/span>Should you BUY or HOLD Bajaj Finserv Large Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Bajaj Finserv Large Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-large-cap-fund-g-direct-plan\">Bajaj Finserv Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>1.95%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.94%<\/td>\n<td>12.98%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/taurus-large-cap-fund-g-direct-plan\">Taurus Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.59%<\/td>\n<td>12.63%<\/td>\n<td>10.28%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-cap-fund-g-direct-plan\">Bank of India Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.12%<\/td>\n<td>12.78%<\/td>\n<td>9.84%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-largecap-fund-g-direct-plan\">Invesco India Largecap Fund Direct Growth Plan<\/a><\/td>\n<td>3.59%<\/td>\n<td>13.79%<\/td>\n<td>11.8%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-large-cap-fund-g-direct-plan\">ITI Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.13%<\/td>\n<td>11.23%<\/td>\n<td>9.73%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the latest one-year numbers, the fund trails the stronger peer return figures, although its own result is still positive and better than the benchmark. The gap is more visible on the longer available histories, where several peers have double-digit 3-year returns and the fund does not yet have a comparable record. That creates a split picture: the recent return is acceptable, but the absence of a longer track record keeps the comparison incomplete.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>8.55%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Limited<\/td>\n<td>Bank<\/td>\n<td>5.97%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Limited<\/td>\n<td>Crude Oil<\/td>\n<td>5.05%<\/td>\n<\/tr>\n<tr>\n<td>Net Receivables \/ (Payables)<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>4.45%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Limited<\/td>\n<td>Telecom<\/td>\n<td>4.17%<\/td>\n<\/tr>\n<tr>\n<td>Divi&#8217;S Laboratories Limited<\/td>\n<td>Healthcare<\/td>\n<td>4.07%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Limited<\/td>\n<td>Finance<\/td>\n<td>3.84%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>3.68%<\/td>\n<\/tr>\n<tr>\n<td>TVS Motor Company Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.66%<\/td>\n<\/tr>\n<tr>\n<td>Grasim Industries Limited<\/td>\n<td>Diversified<\/td>\n<td>3.61%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, ICICI Bank Limited, carries an 8.55% weight, which is meaningful but not unusually dominant on its own. From there, weights step down in a fairly controlled way, with HDFC Bank Limited at 5.97% and Reliance Industries Limited at 5.05%, so the portfolio does not rely on a single very large position to drive outcomes.<\/p>\n<p>The top 10 holdings together account for approximately 47.05% of the portfolio, and that points to a moderate level of concentration in the disclosed core positions. With 34 holdings in total, the fund likely has a longer tail beyond the names shown here, but the visible allocation still suggests that a compact group of large positions may have greater influence on near-term returns than the rest of the book.<\/p>\n<p>That structure may suit investors who are comfortable with a large-cap portfolio that stays anchored in a few large businesses while still holding a broader set of companies. It also means the portfolio\u2019s shape should be watched alongside performance, because shifts in the biggest holdings may matter more than small changes in the tail.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-large-cap-fund-g-direct-plan\">Bajaj Finserv Large Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who can accept High Risk and who want a large-cap equity allocation with a relatively short public track record. The one-year return is positive and ahead of the benchmark, but the scheme does not yet have a meaningful 3-year or 5-year history, so the investment case depends more on recent behaviour than on a mature cycle of results.<\/p>\n<p>The main trade-off is clear: you may get exposure to a large-cap portfolio with some early evidence of resilience, but you also accept limited history and a recent record that is still modest relative to several peers. Investors with a longer horizon and comfort with interim swings may find that acceptable; those looking for a steadier, better-established long-term record may prefer to wait for a longer track record.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load applies at 1% if units are sold within 6 months, and it is nil after 6 months.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Bajaj Finserv Large Cap Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b910.277 as of 10 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s 1-year return is 1.95%, while the 3-year and 5-year returns are Data not available.<\/p>\n<p><strong>How has the fund performed against the benchmark?<\/strong><br \/>It has done better than the benchmark over 1 month, 3 months and 1 year. The benchmark was negative over 1 year, while the fund stayed positive.<\/p>\n<p><strong>How does it compare with peer funds on available return data?<\/strong><br \/>Its 1-year return is lower than several peers with longer track records, while its 3-year and 5-year comparison is limited because the fund itself does not yet have those histories.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9500.<\/p>\n<p><strong>Who manages the fund and what is its exit load?<\/strong><br \/>The fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary. Exit load is 1% if units are sold within 6 months, and nil after 6 months.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Bajaj Finserv Large Cap Fund Direct Growth Plan has shown a better short-term shape than its benchmark, especially over one year, but it still lacks a meaningful longer-term performance history. The available peer comparison also suggests that its recent return is more modest than several established large-cap options. With a High Risk profile and a portfolio led by a few sizeable positions, the fund may appeal more to investors who are comfortable tracking an early-stage large-cap strategy than to those who want a long, settled track record.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 4:11 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Bajaj Finserv Large Cap Fund Direct Growth Plan\",\"identifier\":\"bajaj-finserv-large-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"20 Aug 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.277,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1663 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.59\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":1.95},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Bajaj Finserv Large Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.277 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year return is 1.95%, while the 3-year and 5-year returns are Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than the benchmark over 1 month, 3 months and 1 year. The benchmark was negative over 1 year, while the fund stayed positive.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than several peers with longer track records, while its 3-year and 5-year comparison is limited because the fund itself does not yet have those histories.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is its exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary. Exit load is 1% if units are sold within 6 months, and nil after 6 months.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bajaj Finserv Large Cap Fund Direct Growth Plan has a NAV of \u20b910.277 as of 10 Sep 2026, AUM of \u20b91,663 Cr and a 1-year return of 1.95%.<\/p>\n","protected":false},"author":38,"featured_media":244685,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224800","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["244685"],"rank_math_title":["Bajaj Finserv Large Cap Fund NAV &amp; Returns Review"],"rank_math_description":["Bajaj Finserv Large Cap Fund Direct Growth Plan NAV is \u20b910.277 as of 10 Sep 2026; 1-year return is 1.95%."],"rank_math_focus_keyword":["Bajaj Finserv Large Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Bajaj_Finserv_Large_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224800","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224800"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224800\/revisions"}],"predecessor-version":[{"id":244687,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224800\/revisions\/244687"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/244685"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224800"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224800"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224800"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}