Bajaj Finserv Multi Cap Fund - Direct Plan - Growth
Mutual Fund · Equity Scheme - Multi Cap Fund · As of 18 Oct 2026, 6:03 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
48/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 1.6 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹12.10
As of
16 Oct 2026
Fund History Available
1.6 yrs
1Y Return (CAGR)
6.5%
Moderate
Annualized Volatility
15.1%
Moderate
Sharpe Ratio (est.)
0.05
Weak risk-adj. return
Max Drawdown
-14.2%
Notable drop seen
Category
Equity Scheme - Multi Cap Fund
Fund House
Bajaj Finserv Mutual Fund
Category Peer Comparison
Scheme
1Y Return
UTI Multi Cap Fund - Growth Option - Direct
—
DSP Multi Cap Fund - Direct Plan - Growth
-2.3%
HSBC Multi Cap Fund - Direct Plan - Growth
2.9%
Kotak Multi Cap Fund - Direct Plan - Growth
-1.1%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,07,170
Estimated Gain
₹1,07,170
Risk Flags
Estimated Sharpe ratio (0.05) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
