
Bajaj Finserv Small Cap Fund(G)-Direct Plan
+15.77%
1Y annualised
+15.77%
1Y annualised
+1.73% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹11.45
Min. SIP amount
₹500
Fund size (AUM)
2646 Cr
Expense ratio
0.44%
Launched on
18 Jul 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 18 Sep 2026
₹11.45
Min. SIP amount
₹500
Fund size (AUM)
2646 Cr
Expense ratio
0.44%
Launched on
18 Jul 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Mid Cap
11.85%
Small Cap
83.79%
Others
4.36%
Sector Allocation
Capital Goods
13.21%
Automobile & Ancillaries
10.95%
Domestic Equities
8.74%
Fmcg
6.13%
Bank
6.06%
Iron & Steel
5.43%
Healthcare
5.31%
Textile
5.23%
Others
38.47%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units 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
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FAQs
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