April 28, 2026
RA Jainee
Bajaj Finserv Multi Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 11.4 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 11.4 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| AUM Rs. | 1,077 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.81% |
| 1 Year Return (%) | 5.67 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 12.10% |
⚖️ Sahifund Review – Bajaj Finserv Multi Cap Fund ✔
PLUS:
• Balanced multi-cap allocation across large, mid & small caps enhances diversification
• Competitive expense ratio (~0.81%) supports cost efficiency
• Portfolio well spread (70+ stocks) reducing concentration risk
• Strong pedigree of fund house Bajaj Finserv Mutual Fund with experienced fund managers
• Since launch returns (~12%) indicate decent early execution
• Category relevance high for investors seeking one-stop diversified equity exposure
• Suitable for SIP investors aiming for long-term wealth creation
• Allocation closely aligned with benchmark (50:25:25), ensuring disciplined strategy
MINUS:
• Very short track record (~1 year) limits reliability of performance assessment
• 1-year return (~5.67%) only in line/slightly above category – no strong alpha yet
• Unrated fund compared to established 4–5 star peers
• Portfolio slightly over-diversified (72 stocks) may dilute high-conviction returns
• No clear outperformance vs top multi-cap funds like Nippon, Kotak, ICICI
• Momentum still evolving; lacks strong consistency signals
• Moderate mid/small cap exposure can increase volatility in corrections
• Fund still in asset-building phase; strategy yet to prove across cycles
Sahifund View (Decisive Line):
A promising new multi-cap fund with good structure, but investors may wait for consistent performance before allocating meaningful capital.
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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?
Multi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for 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 by investing in equity and equity related securities of large cap, mid cap and small 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 | For units in excess of 10% of the investment, 1% will be charged for redemption within 6 months |
Basic Details of Bajaj Finserv Multi Cap Fund
| Fund House | Bajaj Finserv Mutual Fund |
| Launch Date | 27-Feb-25 |
| Return Since Launch | 12.10% |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,077 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.81% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Bajaj Finserv Multi Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Bajaj Finserv Multi Cap Dir | -2.05 | -0.94 | 10.24 | 2.40 | 0.40 | 5.67 | — | — | — | — |
| VR Multicap TRI | -3.28 | -0.62 | 12.36 | 2.82 | -3.47 | 4.16 | — | — | — | — |
| Equity: Multi Cap | -2.80 | -0.95 | 8.77 | 2.91 | -3.10 | 5.35 | — | — | — | — |
| Rank within category | 15 | 15 | 6 | 19 | 6 | 19 | — | — | — | — |
| Number of funds in category | 37 | 37 | 37 | 37 | 37 | 35 | 19 | 8 | 0 | 0 |
Peer Comparison of Bajaj Finserv Multi 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 Multi Cap Dir | Unrated | 5.67 | — | — | 0.81 | 1,077 | 12.10 | 1.00 (180) | 1Y 1M | — |
| Nippon India Multi Cap Dir | 5 star | 6.38 | 22.15 | 22.75 | 0.73 | 46,321 | 16.04 | 1.00 (365) | 13Y 3M | 28.00 |
| Kotak Multicap Dir | 5 star | 9.09 | 24.44 | — | 0.45 | 22,095 | 17.15 | 1.00 (365) | 4Y 6M | 49.85 |
| ICICI Pru Multicap Dir | 4 star | 7.27 | 21.78 | 19.34 | 0.96 | 14,681 | 16.16 | 1.00 (30) | 13Y 3M | 94.00 |
| Axis Multicap Dir | 4 star | 6.18 | 23.26 | — | 0.57 | 8,543 | 15.25 | 1.00 (365) | 4Y 4M | 50.00 |
Bajaj Finserv Multi Cap Fund Portfolio
| No. of Stocks | 72 |
| Top 10 Stocks | 33.54% |
| Top 5 Stocks | 21.01% |
| Top 3 Sectors | 66.99% |
| Portfolio P/B Ratio | 2.87 |
| Portfolio P/E Ratio | 26.51 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 69,219 | 83,805 |
| Giant (%) | — | — |
| Large (%) | 38.48 | 42.17 |
| Mid (%) | 28.77 | 28.59 |
| Small (%) | 32.75 | 29.24 |
| 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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