InvestVerdict
Bajaj Finserv Equity Savings Fund
Regular Plan · IDCW · Equity Savings · Scheme code 153771
Fund houseBajaj Finserv Mutual Fund
CategoryEquity Savings
Plan & optionRegular · IDCW
History1.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.66 | 1.36 | 2.07 | 4.24 | — | — | — | — | 4.24 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Equity Savings category median |
— | — | — | 5.04 | 8.56 | 7.72 | — | 8.06 | — |
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 | 2.3% | -1.00 | -1.52 | 0.14 | -1.82% | -1.3% | 81.45 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 12 months this scheme and its benchmark share.