Small Cap · Equity
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund
Benchmark
BSE 250 Smallcap TRIRiskometer
Very HighSize
₹2,775 crAllotted
Not on recordHoldings as of
Not on recordBajaj Finserv Small Cap Fund is a small cap fund of Bajaj Finserv Mutual Fund with ₹2,775 cr under management. It is ahead of its benchmark (BSE 250 Smallcap TRI) in 1 of 1 periods. Its direct plan charges 0.98% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has Bajaj Finserv Small Cap Fund beaten its benchmark?
Ahead of its benchmark, BSE 250 Smallcap TRI, in 1 of 1 periods in AMFI's figures; +15.15% over the last year against +3.11%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Smallcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.81% | −2.73% | — |
| 3 months | +1.69% | −1.21% | — |
| 6 months | +16.53% | +11.53% | — |
| 1 year | +16.63% | +6.04% | +10.59 pts |
| 3 years | — | +13.53% | — |
| 5 years | — | +13.22% | — |
| 10 years | — | +14.34% | — |
| Since start from 22 Jul 2025 | +9.16% | — | — |
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record
Official figures
AMFI performance feed, 13 Oct 2026Ahead of its benchmark (BSE 250 Smallcap TRI) in 1 of 1 periods.
| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +15.15% | +13.48% | +3.11% | +12.04 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Small Cap funds, and how steady the lead is, in the app
Value of 100, month-end
Jul 2025 to 14 Oct 2026Fund 113Nifty Smallcap 250 TRI 105
₹100 put in at the start of Jul 2025 would be ₹113 on 14 Oct 2026, against ₹105 in the Nifty Smallcap 250 TRI.
What does Bajaj Finserv Small Cap Fund cost?
0.98% a year on the direct plan, 2.36% on the regular plan; 22 of 36 funds in its category charge less.
Direct plan
0.98% a year
Category median 0.90%
Regular plan
2.36% a year
Category median 2.05%
Gap
1.38 points
for the same holdings
22 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Small Cap Fund
Who manages Bajaj Finserv Small Cap Fund?
ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record
What does Bajaj Finserv Small Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
What is the expense ratio of Bajaj Finserv Small Cap Fund?
0.98% a year on the direct plan and 2.36% on the regular plan (expense report, Oct 2026).
Inside the app
See Bajaj Finserv Small Cap Fund beside your own funds in Valarth
