InvestVerdict
BAJAJ FINSERV LARGE CAP FUND
Direct Plan · Growth · Large Cap · Scheme code 152783
Fund houseBajaj Finserv Mutual Fund
CategoryLarge Cap
Plan & optionDirect · Growth
History2.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.07 | 5.62 | 0.32 | 7.15 | — | — | — | — | 2.35 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Large Cap category median |
— | — | — | 1.68 | 12.34 | 11.23 | — | 12.59 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 12.8% | -0.32 | -0.46 | 0.97 | 2.63% | -16.9% | 97.66 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 24 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 50 | -4.2% | 5.6% | 17.8% | 22% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.