
Bajaj Finserv Small Cap Fund(G)-Direct Plan
+16.63%
1Y annualised
+16.63%
1Y annualised
+0.25% 1D
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Buy, Hold or Sell?
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NAV : 14 Oct 2026
₹11.14
Min. SIP amount
₹500
Fund size (AUM)
2762 Cr
Expense ratio
0.44%
Launched on
18 Jul 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 14 Oct 2026
₹11.14
Min. SIP amount
₹500
Fund size (AUM)
2762 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
10.80%
Small Cap
79.38%
Others
9.82%
Sector Allocation
Automobile & Ancillaries
11.00%
Domestic Equities
9.93%
Capital Goods
9.93%
Fmcg
6.57%
Iron & Steel
5.71%
Bank
5.57%
Healthcare
5.25%
Finance
4.84%
Others
40.48%
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
Similar/Peer Fund Comparison
Bajaj Finserv Small Cap Fund(G)-Direct Plan
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FAQs
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