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BAJAJ FINSERV EQUITY SAVINGS FUND - REGULAR - GROWTH is a hybrid scheme managed by Bajaj Finserv Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.51% on assets of ₹34Cr. The fund is currently managed by Mr. Sorbh Gupta, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-03-31.
| Holding | Sector |
|---|
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.
| Scheme | AMC | AUM | TER | 3Y |
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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 |
|---|
| Kotak Mahindra Bank Limited | Financial Services | 3.02% |
| Multi Commodity Exchange of India Ltd | Financial Services | 2.49% |
| Hindustan Aeronautics Ltd | Industrials | 2.17% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 14.27% |
| Finance | 3 | 5.66% |
| Pharmaceuticals & Biotechnology | 5 | 4.95% |
| Aerospace & Defense | 1 | 4.36% |
| Diversified Metals | 1 | 4.33% |
| Diversified FMCG | 2 | 4.11% |
| Telecom - Services | 2 | 3.06% |
| Retailing | 1 | 2.84% |
| Capital Markets | 1 | 2.80% |
| Auto Components | 3 | 2.56% |
| Industrial Products | 3 | 2.55% |
| Non - Ferrous Metals | 1 | 2.37% |
| Healthcare Services | 1 | 1.97% |
| Cement & Cement Products | 1 | 1.77% |
| Construction | 1 | 1.63% |
| Food Products | 2 | 1.43% |
| Oil | 1 | 1.23% |
| Ferrous Metals | 1 | 1.21% |
| Chemicals & Petrochemicals | 1 | 1.16% |
| Consumer Durables | 2 | 0.84% |
| Beverages | 1 | 0.80% |
| Petroleum Products | 1 | 0.68% |
| Automobiles | 2 | 0.59% |
| IT - Software | 2 | 0.46% |
| Agricultural Food & other Products | 1 | 0.41% |
| Leisure Services | 1 | 0.21% |
| Gas | 1 | 0.14% |
Active bets vs the average Hybrid 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.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 7.7% 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: Hybrid.
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.
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.
| 5Y |
|---|
| Star |
|---|
| HSBC Equity Savings Fund - Regular Growth | HSBC Mutual Fund | ₹905 Cr | — | +12.92% | — | 4★ |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | Edelweiss Mutual Fund | ₹1,313 Cr | 2.10% | +10.42% | +8.86% | 5★ |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | Mirae Asset Mutual Fund | ₹1,918 Cr | 1.37% | +9.74% | +8.67% | 3★ |
| Kotak Equity Savings Fund - Regular - Growth | Kotak Mahindra Mutual Fund | ₹10,032 Cr | 1.71% | +9.73% | +9.31% | 3★ |
| SBI Equity Savings Fund - Regular Plan - Growth | SBI Mutual Fund | ₹5,700 Cr | 2.56% | +9.57% | +8.29% | 3★ |
| Mahindra Manulife Equity Savings Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹531 Cr | 2.41% | +8.90% | +7.76% | 3★ |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹281 Cr | 2.47% | +8.75% | +7.52% | 2★ |
| UTI Equity Savings Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹821 Cr | 1.72% | +8.68% | +8.46% | 3★ |
| Axis Equity Savings Fund - Regular Plan - Growth | Axis Mutual Fund | ₹868 Cr | 2.28% | +8.58% | +7.45% | 2★ |
| DSP Equity Savings Fund - Regular Plan - Growth | DSP Mutual Fund | ₹3,541 Cr | 1.94% | +8.49% | +7.62% | 4★ |