Which funds are similar to Bajaj Finserv Banking and PSU Debt Fund Direct-Growth?
Funds similar to Bajaj Finserv Banking and PSU Debt Fund Direct-Growth in the Debt: Banking and PSU Debt category include Axis Banking and PSU Debt Direct-Growth, Bandhan Banking and PSU Debt Fund Direct-Growth, and Aditya Birla Sun Life Banking and PSU Debt Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Bajaj Finserv Banking and PSU Debt Fund Direct-Growth in its category?
The category rank of Bajaj Finserv Banking and PSU Debt Fund Direct-Growth is shown in the Trailing Returns section above.
How does Bajaj Finserv Banking and PSU Debt Fund Direct-Growth's expense ratio compare to similar funds?
Bajaj Finserv Banking and PSU Debt Fund Direct-Growth has an expense ratio of 0.35%. The peers Axis Banking and PSU Debt Direct-Growth has an expense ratio of 0.36% and Bandhan Banking and PSU Debt Fund Direct-Growth has 0.39%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Bajaj Finserv Banking and PSU Debt Fund Direct-Growth's AUM compare to similar funds?
Bajaj Finserv Banking and PSU Debt Fund Direct-Growth has an AUM of ₹315.09 crore. The peers Axis Banking and PSU Debt Direct-Growth has an AUM of ₹11,962.1 crore and Bandhan Banking and PSU Debt Fund Direct-Growth has ₹11,893.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Banking and PSU Debt?
The top performing fund in the Debt: Banking and PSU Debt category on a 3-year basis is UTI Banking & PSU Debt Fund Direct-Growth with a CAGR of 7.46% as of 22 Oct 2026. Bajaj Finserv Banking and PSU Debt Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Bajaj Finserv Banking and PSU Debt Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Bajaj Finserv Banking and PSU Debt Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
