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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹10.6470 -0.65%
As on 30-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Bajaj Finserv Multi Cap Fund - Regular Plan
|
|
Very High
|
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2.35 |
||
 |
|
Very High
|
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1.56 |
||
 |
|
Very High
|
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1.70 |
||
|
|
Very High
|
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1.65 |
||
|
|
Very High
|
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1.76 |
₹522 Cr
1.00 (180)
500
500
500
6
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Bajaj Finserv Multi Cap Fund - Regular Plan is mandated to invest at least 25 per cent of its assets each in large, mid and small-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Bajaj Finserv Multi Cap Fund - Regular Plan fund can be purchased from the website of Bajaj Finserv Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Bajaj Finserv Multi Cap Fund - Regular Plan is ₹10.6470 as of 01-May-2025.
The AUM of Bajaj Finserv Multi Cap Fund - Regular Plan Fund is ₹522 Cr as of 31-Mar-2025
The riskometer level of Bajaj Finserv Multi Cap Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.83
|
|
|
5.14
|
|
|
5.07
|
|
|
4.49
|
|
|
3.62
|
As of 31-Mar-2025, Bajaj Finserv Multi Cap Fund - Regular Plan had invested 91.55% in Equity, 4.27% in Cash & Cash Eq. and 4.18% in Debt See More
Bajaj Finserv Multi Cap Fund - Regular Plan is 0 years 2 months old. It has delivered 6.47% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
--
|
--
|
--
|
--
|
--
|
6.47%
|
No, There is no lock in period in Bajaj Finserv Multi Cap Fund - Regular Plan.
The expense ratio of Bajaj Finserv Multi Cap Fund - Regular Plan is 2.35.
