Bajaj Finserv Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Bajaj Finserv Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹2,647 Cr

Lock In Period

N/A

Expense Ratio

2.37

Exit Load

If units are redeemed / switched out within 6 months from the date of allotment: If upto 10% of units allotted are redeemed/switched out - Nil.If units redeemed/switched out within 6 months from allotment date - 1% of applicable NAV.If units are redeemed/switched out after 6 months from the date of allotment - Nil.

Benchmark

BSE 250 SmallCap Total Return

Bajaj Finserv Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.07-1.4312.01
6M29.362.0741.32
1Y17.313.9077.31
3Y0.0011.4699.01

Portfolio Analysis

  • Equity: 98.23%
  • Debt: 1.77%
  • Others
As on: 2026-08-31
View allocation % by

1. Rubicon Research Limited3.98%
2. Piramal Pharma Limited2.01%
3. Neuland Laboratories Limited1.87%
4. Senores Pharmaceuticals Limited1.09%
5. Onesource Specialty Pharma Limited0.80%
6. Acutaas Chemicals Limited0.80%
7. Procter & Gamble Health Limited0.62%

1. The Federal Bank Limited2.22%
2. RBL Bank Limited1.85%
3. Ujjivan Small Finance Bank Limited1.51%
4. DCB Bank Limited0.49%

1. Schaeffler India Limited2.66%
2. Timken India Limited2.49%

1. Angel One Limited2.07%
2. Prudent Corporate Advisory Services Limited1.38%
3. JSW Holdings Limited0.66%

1. K.P.R. Mill Limited1.78%
2. Vardhman Textiles Limited1.06%
3. Nitin Spinners Limited0.77%
4. Indo Count Industries Limited0.45%

1. Welspun Corp Limited3.91%

1. TD Power Systems Limited2.78%
2. Elecon Engineering Company Limited0.65%

1. CRISIL Limited2.72%
2. Urban Company Ltd.0.70%

1. S.J.S. Enterprises Limited2.70%
2. Tenneco Clean Air India Limited0.54%

1. Kalpataru Projects International Limited1.85%
2. Voltamp Transformers Limited1.25%

1. Brigade Enterprises Limited1.63%
2. Sobha Limited1.30%

1. Zydus Wellness Limited2.57%

1. Safari Industries (India) Limited1.16%
2. Time Technoplast Limited0.57%
3. EPL Limited0.55%

1. Clean Max Enviro Energy Solutions Limited1.48%
2. Vedanta Power Ltd0.75%

1. HEG Limited2.02%

1. KNR Constructions Limited1.34%
2. PNC Infratech Limited0.46%
3. Ahluwalia Contracts (India) Limited0.20%

1. Devyani International Limited1.30%
2. Westlife Foodworld Limited0.70%

1. Sona BLW Precision Forgings Limited1.87%

1. Ingersoll Rand (India) Limited1.80%

1. EID Parry India Limited0.97%
2. Nesco Limited0.53%
3. Pondy Oxides & Chemicals Ltd0.19%

1. Apar Industries Limited0.92%
2. Neogen Chemicals Limited0.49%

1. PVR INOX Limited1.39%

1. Whirlpool of India Limited1.11%
2. PG Electroplast Limited0.23%

1. Amber Enterprises India Limited1.19%

1. Aditya Birla Real Estate Limited1.16%

1. Steel Authority of India Limited1.08%

1. The Ramco Cements Limited0.58%
2. JK Lakshmi Cement Limited0.44%
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About Fund Bajaj Finserv Small Cap Fund Growth

Bajaj Finserv Small Cap Fund Growth managed by Bajaj Finserv Mutual Fund,is a Small-capscheme with Assets Under Management of ₹2,647 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Total Return while maintaining an expense ratio of 2.37. Under the expert guidance of Nimesh Chandan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nimesh Chandan

Mr. Nimesh Chandan holds B.Com, MMS (Finance). Mr. Nimesh has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
The Wealth Company Small Cap Fund Growth0129 CR4.19
Bajaj Finserv Small Cap Fund Growth02,646 CR2.37
Sundaram Small Cap Fund - Institutional Plan Growth01,928 CR2.38
Fund Name1Y3Y
This FundThe Wealth Company Small Cap Fund Growth00
This FundBajaj Finserv Small Cap Fund Growth17.30790
This FundSundaram Small Cap Fund - Institutional Plan Growth61.980195.6559

Bajaj Finserv Small Cap Fund Growth FAQs

Bajaj Finserv Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Bajaj Finserv Small Cap Fund Growth is 2.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Bajaj Finserv Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -2.07%
  • 6 Months : 29.36%
  • 1 Year : 17.31%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Small Cap Fund Growth are updated daily based on NAV of ₹ 11.062 as on Sep 29,2026. Since inception, the return has been 0.00%.

You can invest in Bajaj Finserv Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Bajaj Finserv Small Cap Fund Growth is ₹2,647 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Bajaj Finserv Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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