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BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH is an equity scheme managed by Bajaj Finserv Mutual Fund. The total expense ratio is 2.53% on assets of ₹615Cr. The fund is currently managed by Mr. Sorbh Gupta, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 91% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| INTERGLOBE AVIATION LIMITED | Industrials | 4.07% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 3.92% |
| GODREJ CONSUMER PRODUCTS LIMITED | Consumer Defensive | 3.57% |
| UNITED BREWERIES LIMITED | Consumer Defensive | 3.47% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.42% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 3.33% |
| ITC LIMITED | Consumer Defensive | 3.07% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 3.01% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 2.92% |
| HAVELLS INDIA LIMITED | Industrials | 2.91% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 2.73% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 2.60% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 2.54% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 2.50% |
| MARICO LIMITED | Consumer Defensive | 2.50% |
| V-MART RETAIL LIMITED | Consumer Cyclical | 2.46% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 2.38% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.37% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 2.23% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 2.01% |
| ZYDUS WELLNESS LIMITED | Consumer Defensive | 1.99% |
| WHIRLPOOL OF INDIA LIMITED | Consumer Cyclical | 1.90% |
| INFO EDGE INDIA LIMITED | Communication Services | 1.83% |
| DEVYANI INTERNATIONAL LIMITED | Consumer Cyclical | 1.78% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 1.78% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 35.90% |
| Consumer Services | — | 18.06% |
| Consumer Durables | — | 15.30% |
| Automobile and Auto Components | — | 9.04% |
| Services | — | 4.07% |
| Textiles | — | 3.60% |
| Telecommunication | — | 3.42% |
| Realty | — | 1.47% |
| Media, Entertainment & Publication | — | 1.31% |
| Capital Goods | — | 0.99% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.40% | -5.95% | -4.16% | -2.33% | 5.89% | 15.4% |
Top-10 weight 33.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.