
Bajaj Finserv Large Cap Fund(G)-Direct Plan
-3.38%
1Y annualised
-3.38%
1Y annualised
+0.77% 1D
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Buy, Hold or Sell?
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NAV : 09 Oct 2026
₹9.81
Min. SIP amount
₹500
Fund size (AUM)
1560 Cr
Expense ratio
0.59%
Launched on
20 Aug 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Oct 2026
₹9.81
Min. SIP amount
₹500
Fund size (AUM)
1560 Cr
Expense ratio
0.59%
Launched on
20 Aug 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
91.98%
Mid Cap
1.97%
Others
6.04%
Sector Allocation
Bank
23.45%
Healthcare
9.51%
Automobile & Ancillaries
6.88%
Finance
5.66%
Crude Oil
5.66%
It
4.13%
Diversified
4.13%
Retailing
4.09%
Others
36.26%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 6M, Nil after 6M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Nimesh Chandan
Present
Sorbh Gupta
Present
Siddharth Chaudhary
Present
Similar/Peer Fund Comparison
Taurus Large Cap Fund(G)-Direct Plan
Quant Large Cap Fund(G)-Direct Plan
JioBlackRock Large Cap Fund(G)-Direct Plan
Parag Parikh Large Cap Fund(G)-Direct Plan
Bank of India Large Cap Fund(G)-Direct Plan
Invesco India Largecap Fund(G)-Direct Plan
HSBC Large Cap Fund(G)-Direct Plan
Bajaj Finserv Large Cap Fund(G)-Direct Plan
FAQs
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