Bajaj Finserv Equity Savings Fund Direct-Growth
Hybrid: Equity Savings - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Hybrid: Equity SavingsBenchmark: NIFTY Equity Savings Total Return Index
NAV: ₹10.46-0.03%
17 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of Bajaj Finserv Equity Savings Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|
Trailing Returns
Point-to-point returns of Bajaj Finserv Equity Savings Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
2.4%
2.0%
-6.2%
YTD
0.2%
1.1%
1.4%
1 M
2.4%
2.2%
-4.7%
6 M
4.8%
-2.0%
1 Y
9.3%
8.6%
3 Y
8.7%
10.1%
5 Y
9.0%
12.4%
10 Y
Fund
Hybrid: Equity Savings
NIFTY Equity Savings Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 2.44% | 0.22% | 2.45% | - | - | - | - | 4.62% |
| Hybrid: Equity Savings | 1.97% | 1.10% | 2.23% | 4.82% | 9.32% | 8.71% | 9.05% | - |
| NIFTY Equity Savings Total Return Index | -6.21% | 1.36% | -4.68% | -1.96% | 8.56% | 10.14% | 12.43% | - |
| Rank in category | 6 | 24 | 7 | - | - | - | - | - |
| Funds in category | 24 | 24 | 24 | 22 | 21 | 21 | 12 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Bajaj Finserv Equity Savings Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Bajaj Finserv Equity Savings Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Bajaj Finserv Equity Savings Fund Direct-Growth?
The 1-year return for Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of Bajaj Finserv Equity Savings Fund Direct-Growth?
The 3-year CAGR for Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Bajaj Finserv Equity Savings Fund Direct-Growth?
The 5-year CAGR for Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Bajaj Finserv Equity Savings Fund Direct-Growth since inception?
Since its launch on 20 Aug 2025, Bajaj Finserv Equity Savings Fund Direct-Growth has delivered a CAGR of 4.62%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Bajaj Finserv Equity Savings Fund Direct-Growth performed vs its category over the long term?
Category rank for Bajaj Finserv Equity Savings Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Bajaj Finserv Equity Savings Fund Direct-Growth?
The Sharpe ratio of Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Bajaj Finserv Equity Savings Fund Direct-Growth?
The alpha of Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Bajaj Finserv Equity Savings Fund Direct-Growth?
The beta of Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Bajaj Finserv Equity Savings Fund Direct-Growth?
Rolling returns for Bajaj Finserv Equity Savings Fund Direct-Growth are shown in the Rolling Returns section above.