
Bajaj Finserv Small Cap Fund(G)-Direct Plan
+6.73%
1Y annualised
+6.73%
1Y annualised
-1.60% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 23 Oct 2026
₹10.43
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 : 23 Oct 2026
₹10.43
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
Qsif Hybrid Long-Short Fund(G)-Direct Plan
Baroda BNP Paribas Gold ETF FoF(G)-Direct Plan
Altiva Hybrid Long-Short Fund(G)-Direct Plan
HDFC Innovation Fund(G)-Direct Plan
Bajaj Finserv Small Cap Fund(G)-Direct Plan
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund(G)-Direct Plan
Union Ultra Short to Short Term Fund(G)-Direct Plan
Quant Equity Savings Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
