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Bajaj Finserv Large Cap Fund(G)-Direct Plan

Bajaj Finserv Large Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+0.00%

1Y annualised

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Buy, Hold or Sell?

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NAV : 27 Jul 2026

₹10.32

Min. SIP amount

₹500

Fund size (AUM)

1606 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

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
Hdfc Bank LimitedBank7.22%
Icici Bank LimitedBank6.33%
Reliance Industries LimitedCrude Oil6.33%

Fund Composition

1606 Cr

Large Cap

116.16%

Mid Cap

8.94%

Others

7.15%

Sector Allocation

1606 Cr

Bank

27.97%

Healthcare

10.67%

Crude Oil

6.33%

Automobile & Ancillaries

6.12%

Telecom

4.92%

It

4.89%

Fmcg

4.80%

Finance

4.06%

Others

29.32%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

NC

Nimesh Chandan

Present

SG

Sorbh Gupta

Present

SC

Siddharth Chaudhary

Present

Similar/Peer Fund Comparison

Fund name
Q

Quant Large Cap Fund(G)-Direct Plan

+14.64%
B

Bank of India Large Cap Fund(G)-Direct Plan

+13.73%
I

Invesco India Largecap Fund(G)-Direct Plan

+14.69%
T

Taurus Large Cap Fund(G)-Direct Plan

+13.48%
T

Tata Large Cap Fund(G)-Direct Plan

+11.71%
B

Bajaj Finserv Large Cap Fund(G)-Direct Plan

+0.00%
B

Bandhan Large Cap Fund(G)-Direct Plan

+13.30%
W

WOC Large Cap Fund(G)-Direct Plan

+14.41%

FAQs

Bajaj Finserv Large Cap Fund(G)-Direct Plan is a part of Bajaj Asset Management Ltd., it was incepted on 20 Aug 2024. This fund is managed by Nimesh Chandan, Sorbh Gupta and Siddharth Chaudhary. It is a Equity type of fund.

The current NAV of Bajaj Finserv Large Cap Fund(G)-Direct Plan is ₹10.32 (as of 27 Jul 2026).

Bajaj Finserv Large Cap Fund(G)-Direct Plan has delivered 3.18% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Bajaj Finserv Large Cap Fund(G)-Direct Plan is ₹500.

The expense ratio of Bajaj Finserv Large Cap Fund(G)-Direct Plan is 0.59%.

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