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Fund Facts
  • Name of Fund:
    Bajaj Finserv Small Cap
  • Opening:
    27th June 2025
  • Closing:
    11th July 2025
  • Scheme Type:
    Open Ended Equity Small Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed within 6 months from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of small cap companies.

  • Benchmark:

  • BSE SMALLCAP

  • Fund Manager:

  • Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
PGIM India Small Cap Fund 0.37(6M) 6.02(1Y)
Union Small Cap Fund -5.25(6M) 21.3(1Y)

Fund Prognosis

Idea Distiller

The small cap in their armory was a telling one and with the launch that has been plugged.

  • Fund House AAUM:

  • Rs 2410952.89 Lakhs(as on 30th June, 2025)

  • Fund Manager:

  • Combined experience of above 47 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Nothing. Too many existing funds to provide ample competition.