Bajaj Small Cap Fund Direct Growth
3Y Annualised
N/A
0.95% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.77%
0.95% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
3 years 9 months
8 years 11 months
9 years 7 months
Fund info
Fund size
₹2363.72 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
Nil
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
2nd
HSBC Small Cap Equity Fund Direct Growth
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
4th
HSBC Small Cap Equity Fund - IDCW Direct
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
77th
Bajaj Small Cap Fund Direct Growth
Fund Managers
About Bajaj Small Cap Fund Direct Growth
Bajaj Small Cap Fund Direct Growth is a Equity mutual fund scheme from Bajaj Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2025-07-18. Bajaj Small Cap Fund Direct Growth has ₹2363.72 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of Bajaj Small Cap Fund Direct Growth as of Thu Sep 03 2026 is ₹11.479. The fund has an expense ratio of 0.95%, which is medium comparable to most other Equity funds.
Bajaj Small Cap Fund Direct Growth returns for the last 1 year are 20.12%. Since launch, it has delivered 13.01% average annual returns.
The Bajaj Small Cap Fund Direct Growth has the majority of its money invested in Healthcare, Consumer Cyclical, Consumer Defensive, Basic Materials, Financial Services, Industrials sectors.
Top 5 Holdings of Bajaj Small Cap Fund Direct Growth.
- Rubicon Research Ltd: 4.09%
- SJS Enterprises Ltd: 3.21%
- Zydus Wellness Ltd: 3.02%
- Neuland Laboratories Ltd: 2.97%
- Welspun Corp Ltd: 2.71%
AMC Information
| Name | Bajaj Asset Management Limited |
|---|---|
| Founding Date | 2025-07-18 |
| service@bajajamc.com | |
| Phone | +91 20 67672500 |
| Website | https://www.bajajamc.com/ |
| Address | Bajaj Asset Management Limited,S. No - 239/2, 11th Floor, Office No. 1101 A and,1101 B, Sky One Corporate Park, Lohegaon,Pune, Maharashtra – 411032 |
Tax Implications of Bajaj Small Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
