SC
Since Nov 2024
AUM managed
₹39,359.16Cr
Tenure
Since Nov 2024
Funds
20
Bajaj Finserv Consumption Reg Gr
Sector - ConsumptionBajaj Finserv Mutual Fund
NAV
₹9.08
-2.03% today
AUM
₹611.00 Cr
Fund size
Expense
2.90%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty India Consumption TR INR (100%)
Number of holdings55
Inception29 Nov 2024
Exit load1.0
Risk metrics
Alpha-6.02
Beta1.06
Sharpe ratio-0.28
Standard deviation19.44%
Sortino ratio-0.39
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Bajaj Finserv Consumption Reg Gr
Bajaj Finserv Consumption Reg Gr is an open-ended Sector - Consumption mutual fund scheme offered by Bajaj Finserv Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.08 per unit and the scheme manages ₹611.00 Cr in assets under management. The fund charges an expense ratio of 2.90% and is benchmarked against Nifty India Consumption TR INR (100%). Over the trailing 1 year, Bajaj Finserv Consumption Reg Gr has delivered -8.94% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand
Regular Plan · Growth option · NAV as of 15 Sept 2026
Bajaj Finserv Consumption Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -3.68% | -3.81% |
| 3 months | +2.44% | +6.87% |
| 6 months | +12.51% | +8.84% |
| 1 year | -8.94% | -6.13% |
| 3 years | 0.00% | +9.02% |
| 5 years | 0.00% | +10.11% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -0.19% |
| 3 months | +8.28% | +7.57% |
| 6 months | +6.47% | +5.65% |
| 1 year | -1.70% | -0.05% |
| 3 years | 0.00% | +39.20% |
| 5 years | 0.00% | +77.20% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Bajaj Finserv Consumption Reg Gr — frequently asked questions
What is the NAV of Bajaj Finserv Consumption Reg Gr?
The latest net asset value (NAV) of Bajaj Finserv Consumption Reg Gr is ₹9.08 per unit, -2.03% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Bajaj Finserv Consumption Reg Gr delivered?
Bajaj Finserv Consumption Reg Gr has returned -8.94% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Bajaj Finserv Consumption Reg Gr?
Bajaj Finserv Consumption Reg Gr charges an expense ratio of 2.90% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Bajaj Finserv Consumption Reg Gr?
SEBI's riskometer classifies Bajaj Finserv Consumption Reg Gr as Very High Risk, which is typical for a Sector - Consumption scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Bajaj Finserv Consumption Reg Gr?
You can start a SIP in Bajaj Finserv Consumption Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Bajaj Finserv Consumption Reg Gr?
Bajaj Finserv Consumption Reg Gr is managed by Bajaj Finserv Mutual Fund, holds ₹611.00 Cr in assets under management and invests across 55 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Bajaj Finserv Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Consumption
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF0QA701979
- Scheme code
- FS0000J76X
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