Bajaj Finserv Small Cap Fund Direct Growth
Get the latest NAV of Bajaj Finserv Small Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.66
1D
NAV as on 01 Aug 2025
/per year
Since Inception
▲▼
1144 people have invested ₹ 2.3Cr in Bajaj Finserv Small Cap Fund Direct Growth in the last three months
Bajaj Finserv Small Cap Fund Performance vs. Nifty Smallcap 250
Fund returns vs Benchmark returns vs Category Average returns as on (01-Aug-25)
The fund has outperformed the benchmark (Nifty Smallcap 250) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Bajaj Finserv Small Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Bajaj Finserv Small Cap Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | BSE 250 SmallCap TR INR |
| AUM | -- |
| Inception Date | 18 July, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Bajaj Finserv Small Cap Fund
Bajaj Finserv Small Cap Fund Direct Growth is an equity fund. This fund was started on 18 July, 2025. The fund is managed by Siddharth Chaudhary, Sorbh Gupta. The fund could potentially beat inflation in the long-run.
Key Parameters
- Bajaj Finserv Small Cap Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 0.
Returns
Bajaj Finserv Small Cap Fund Direct Growth has given a CAGR return of -3.35% since inception.
Holdings
Bajaj Finserv Small Cap Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
As it is a small-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Bajaj Finserv Small Cap Fund Direct Growth
The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of small cap companies.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Bajaj Finserv Small Cap Fund Direct Growth has no lock in period.
Fund Manager
Siddharth Chaudhary
Fund Manager of Bajaj Finserv Small Cap Fund Direct Growth, since 18 July 2025
Sorbh Gupta
Fund Manager of Bajaj Finserv Small Cap Fund Direct Growth, since 18 July 2025
More funds from Bajaj Finserv
1Y CAGR
▲ 3.93
1Y CAGR
▲ 0.07
Frequently Asked Questions for Bajaj Finserv Small Cap Fund Direct Growth
How do I invest in Bajaj Finserv Small Cap Fund?
- Download the INDmoney app.
- Search for ‘Bajaj Finserv Small Cap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.