April 7, 2026
RA Jainee
Bajaj Finserv Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.57 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 9.57 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 TRI |
| AUM Rs. | 1,540 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.61% |
| 1 Year Return (%) | 4.60 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -2.66% |
⚖️ Sahifund Review – Bajaj Finserv Large Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.
Fund Manager:
1) Nimesh Chandan
Education: Mr. Chandan is an MBA in Finance.
Experience: He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
2) Sorbh Gupta
Education: Mr. Gupta is a B.Com, CA and CFA.
Experience: Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
3) Siddharth Chaudhary
Education: Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience: Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 6 months |
Basic Details of Bajaj Finserv Large Cap Fund
| Fund House | Bajaj Finserv Mutual Fund |
| Launch Date | 20-Aug-24 |
| Return Since Launch | -2.66% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,540 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.61% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 145.00% |
Bajaj Finserv Large Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Bajaj Finserv Large Cap Dir | -9.60 | 1.37 | -6.36 | -10.38 | -5.36 | 4.60 | — | — | — | — |
| BSE 100 TRI | -11.69 | 1.14 | -5.99 | -11.99 | -7.94 | 1.89 | — | — | — | — |
| Equity: Large Cap | -10.84 | 1.23 | -5.99 | -11.49 | -7.80 | 2.18 | — | — | — | — |
| Rank within category | 37 | 37 | 94 | 19 | 13 | 16 | — | — | — | — |
| Number of funds in category | 120 | 121 | 121 | 120 | 116 | 105 | 84 | 60 | 52 | 42 |
Peer Comparison of Bajaj Finserv Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Bajaj Finserv Large Cap Dir | Unrated | 4.60 | — | — | 0.61 | 1,540 | -2.66 | 1.00 (180) | 1Y 7M | 145.00 |
| ICICI Pru Large Cap Dir | 5 star | 2.38 | 15.02 | 14.55 | 0.87 | 77,452 | 14.53 | 1.00 (30) | 13Y 3M | 18.00 |
| SBI Large Cap Dir | 4 star | 3.19 | 11.95 | 11.62 | 0.84 | 55,246 | 14.02 | 0.25 (30) | 13Y 3M | 34.00 |
| Nippon India Large Cap Dir | 5 star | 4.31 | 16.38 | 16.70 | 0.71 | 51,404 | 15.05 | 1.00 (7) | 13Y 3M | 24.00 |
| HDFC Large Cap Dir | 5 star | -0.06 | 12.39 | 13.44 | 1.03 | 40,085 | 12.81 | 1.00 (365) | 13Y 3M | 29.18 |
Bajaj Finserv Large Cap Fund Portfolio
| No. of Stocks | 31 |
| Top 10 Stocks | 48.57% |
| Top 5 Stocks | 28.55% |
| Top 3 Sectors | 57.55% |
| Portfolio P/B Ratio | 3.49 |
| Portfolio P/E Ratio | 25.73 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,78,982 | 4,16,798 |
| Giant (%) | — | — |
| Large (%) | 92.66 | 94.31 |
| Mid (%) | 7.34 | 9.70 |
| Small (%) | — | 4.18 |
| Tiny (%) | — | — |
Apply Online: https://invest.bajajamc.com/mutual-fund/pan-entry
https://www.bajajamc.com/#bfl-explore-mutualfund
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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