Bajaj Finserv Equity Savings Fund Direct-Growth
Hybrid: Equity Savings - Growth (Open ended)
SEBI Riskometer: ModerateCategory: Hybrid: Equity SavingsBenchmark: NIFTY Equity Savings Total Return IndexCheck Portfolio Overlap →
NAV: ₹10.43-0.11%
23 Oct 2026
Similar Funds
Side-by-side comparison of Bajaj Finserv Equity Savings Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +3.26% | 1.41% | 5 / 24 |
| 3Y Return | — | 8.36% | — |
| 5Y Return | — | 7.51% | — |
| 10Y Return | — | 8.50% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Equity Savings
Top funds by AUM in the Hybrid: Equity Savings category — see how Bajaj Finserv Equity Savings Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Equity Savings Total Return Index
Top funds tracking the NIFTY Equity Savings Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Bajaj Finserv Equity Savings Fund Direct-Growth?
Funds similar to Bajaj Finserv Equity Savings Fund Direct-Growth in the Hybrid: Equity Savings category include ICICI Prudential Equity Savings Fund Direct-Growth, Kotak Equity Savings Fund Direct-Growth, and HDFC Equity Savings Direct Plan-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 Equity Savings Fund Direct-Growth in its category?
The category rank of Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Trailing Returns section above.
How does Bajaj Finserv Equity Savings Fund Direct-Growth's expense ratio compare to similar funds?
Bajaj Finserv Equity Savings Fund Direct-Growth has an expense ratio of 1.05%. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an expense ratio of 1.12% and Kotak Equity Savings Fund Direct-Growth has 1.09%. 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 Equity Savings Fund Direct-Growth's AUM compare to similar funds?
Bajaj Finserv Equity Savings Fund Direct-Growth has an AUM of ₹39.76 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹14,904.8 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,442.5 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 Hybrid: Equity Savings?
The top performing fund in the Hybrid: Equity Savings category on a 3-year basis is HSBC Equity Savings Fund Direct-Growth with a CAGR of 12.22% as of 22 Oct 2026. Bajaj Finserv Equity Savings 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 Equity Savings Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Bajaj Finserv Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.