Loading...

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF0QA701BN2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

18 Jul 2025

About this fund

Bajaj Finserv Small Cap Fund Direct Growth is a Small-Cap mutual fund schemes offered by Bajaj Finserv Mutual Fund. This fund has been in existence for NA, having been launched on 18-Jul-25
  • You can start investing in Bajaj Finserv Small Cap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹500.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

16.95%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

1.13

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.90

Higher the better

Fund Managers

Nimesh Chandan

Nimesh Chandan

Since July 2025

Siddharth Chaudhary

Siddharth Chaudhary

Since July 2025

Sorbh Gupta

Sorbh Gupta

Since July 2025

Additional Scheme Details

ISIN
INF0QA701BN2
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 250 SmallCap TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Small-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv Small Cap Fund Direct Growth

Very High Risk

-0.0%--
Bajaj Finserv Small Cap Fund Regular Growth

Very High Risk

-0.0%--
Mirae Asset Small Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹1580.47 Cr-
Mirae Asset Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹1580.47 Cr-
TrustMF Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹970.00 Cr-
TrustMF Small Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹970.00 Cr-
JM Small Cap Fund Regular Growth

Very High Risk

2.3%1.0%₹720.48 Cr-0.9%
JM Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹720.48 Cr0.8%
Motilal Oswal Nifty Smallcap 250 ETF

Very High Risk

0.3%-₹100.05 Cr-0.0%
Motilal Oswal Small Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹4927.18 Cr12.3%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4927.18 Cr13.9%
Quantum Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹132.10 Cr8.2%
Quantum Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹132.10 Cr6.6%
Baroda BNP Paribas Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹1290.54 Cr-2.5%
Baroda BNP Paribas Small Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹1290.54 Cr-3.7%
Sundaram Emerging Small Cap - Series VI Regular Growth

Low Risk

1.3%0.0%₹45.47 Cr7.2%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Emerging Small Cap - Series VII Regular Growth

Low Risk

1.4%0.0%₹159.75 Cr10.9%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Emerging Small Cap - Series V Regular Growth

Low Risk

1.3%0.0%₹83.88 Cr6.9%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹36.39 Cr3.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth

Very High Risk

1.4%0.0%₹36.39 Cr3.2%
Union Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1577.40 Cr0.6%
Union Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹1577.40 Cr1.8%
HDFC Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹34032.09 Cr4.6%
Kotak Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹17329.27 Cr-0.7%
ICICI Prudential Smallcap Fund Direct Growth

Very High Risk

0.7%1.0%₹8254.04 Cr0.0%
Nippon India Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹63006.73 Cr-1.1%
Nippon India Small Cap Fund Regular Growth

Very High Risk

1.4%1.0%₹63006.73 Cr-1.9%
Invesco India Smallcap Fund Direct Growth

Very High Risk

0.4%1.0%₹6822.51 Cr10.2%
Invesco India Smallcap Fund Regular Growth

Very High Risk

1.8%1.0%₹6822.51 Cr8.7%
ICICI Prudential Smallcap Fund Regular Growth

Very High Risk

1.8%1.0%₹8254.04 Cr-1.0%
ITI Small Cap Fund Regular Growth

Very High Risk

1.9%0.0%₹2504.41 Cr1.1%
ITI Small Cap Fund Direct Growth

Very High Risk

0.6%0.0%₹2504.41 Cr2.7%
Mahindra Manulife Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3841.36 Cr-3.5%
Mahindra Manulife Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹3841.36 Cr-2.1%
Canara Robeco Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹13103.87 Cr-0.7%
Canara Robeco Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹13103.87 Cr0.5%
Aditya Birla Sun Life Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹4913.87 Cr-1.6%
DSP Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹16304.77 Cr5.5%
UTI Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹4844.38 Cr6.3%
UTI Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹4844.38 Cr7.6%
Tata Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹11163.84 Cr1.1%
Aditya Birla Sun Life Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹4913.87 Cr-0.7%
Tata Small Cap Fund Direct Growth

Very High Risk

0.3%1.0%₹11163.84 Cr2.5%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3310.65 Cr4.9%
Edelweiss Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4580.06 Cr4.6%
Edelweiss Small Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹4580.06 Cr3.1%
LIC MF Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹575.56 Cr-6.2%

About the AMC

Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund

Total AUM

₹16,715 Cr

Address

8th floor, E-Core,Solitaire Business Hub (formerly Marvel Edge), Viman Nagar 411014

Other Funds by Bajaj Finserv Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv Small Cap Fund Direct Growth

Very High Risk

-0.0%--
Bajaj Finserv Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.28 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.46 Cr-
Bajaj Finserv Balanced Advantage Fund Direct Growth

Very High Risk

0.5%1.0%₹1304.12 Cr5.3%
Bajaj Finserv Banking and PSU Fund Direct Growth

Moderate Risk

0.3%0.0%₹142.07 Cr10.0%
Bajaj Finserv Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹896.99 Cr7.1%
Bajaj Finserv Overnight Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹568.73 Cr6.4%
Bajaj Finserv Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹4615.21 Cr7.3%
Bajaj Finserv Money Market Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹3815.91 Cr8.4%
Bajaj Finserv Flexi Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹4850.04 Cr6.6%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

Take control of your wealth

Track and Analyse all your investments with Wealth Monitor

qr

Rated ★ 4.3+ on

playstoreappstore

Still got questions?
We're here to help.

The fund managers responsible for Bajaj Finserv Small Cap Fund Direct Growth are:-
  1. Nimesh Chandan
  2. Siddharth Chaudhary
  3. Sorbh Gupta

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF0QA701BN2

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

18 Jul 2025

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Bajaj Finserv Small Cap Fund Direct Growth is a Small-Cap mutual fund schemes offered by Bajaj Finserv Mutual Fund. This fund has been in existence for NA, having been launched on 18-Jul-25
  • You can start investing in Bajaj Finserv Small Cap Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹500.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

16.95%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

1.13

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.90

Higher the better

Fund Managers

Nimesh Chandan

Nimesh Chandan

Since July 2025

Siddharth Chaudhary

Siddharth Chaudhary

Since July 2025

Sorbh Gupta

Sorbh Gupta

Since July 2025

Additional Scheme Details

ISIN
INF0QA701BN2
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 250 SmallCap TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Small-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv Small Cap Fund Direct Growth

Very High Risk

-0.0%--
Bajaj Finserv Small Cap Fund Regular Growth

Very High Risk

-0.0%--
Mirae Asset Small Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹1580.47 Cr-
Mirae Asset Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹1580.47 Cr-
TrustMF Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹970.00 Cr-
TrustMF Small Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹970.00 Cr-
JM Small Cap Fund Regular Growth

Very High Risk

2.3%1.0%₹720.48 Cr-0.9%
JM Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹720.48 Cr0.8%
Motilal Oswal Nifty Smallcap 250 ETF

Very High Risk

0.3%-₹100.05 Cr-0.0%
Motilal Oswal Small Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹4927.18 Cr12.3%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4927.18 Cr13.9%
Quantum Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹132.10 Cr8.2%
Quantum Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹132.10 Cr6.6%
Baroda BNP Paribas Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹1290.54 Cr-2.5%
Baroda BNP Paribas Small Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹1290.54 Cr-3.7%
Sundaram Emerging Small Cap - Series VI Regular Growth

Low Risk

1.3%0.0%₹45.47 Cr7.2%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Emerging Small Cap - Series VII Regular Growth

Low Risk

1.4%0.0%₹159.75 Cr10.9%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Emerging Small Cap - Series V Regular Growth

Low Risk

1.3%0.0%₹83.88 Cr6.9%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹36.39 Cr3.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth

Very High Risk

1.4%0.0%₹36.39 Cr3.2%
Union Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1577.40 Cr0.6%
Union Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹1577.40 Cr1.8%
HDFC Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹34032.09 Cr4.6%
Kotak Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹17329.27 Cr-0.7%
ICICI Prudential Smallcap Fund Direct Growth

Very High Risk

0.7%1.0%₹8254.04 Cr0.0%
Nippon India Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹63006.73 Cr-1.1%
Nippon India Small Cap Fund Regular Growth

Very High Risk

1.4%1.0%₹63006.73 Cr-1.9%
Invesco India Smallcap Fund Direct Growth

Very High Risk

0.4%1.0%₹6822.51 Cr10.2%
Invesco India Smallcap Fund Regular Growth

Very High Risk

1.8%1.0%₹6822.51 Cr8.7%
ICICI Prudential Smallcap Fund Regular Growth

Very High Risk

1.8%1.0%₹8254.04 Cr-1.0%
ITI Small Cap Fund Regular Growth

Very High Risk

1.9%0.0%₹2504.41 Cr1.1%
ITI Small Cap Fund Direct Growth

Very High Risk

0.6%0.0%₹2504.41 Cr2.7%
Mahindra Manulife Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹3841.36 Cr-3.5%
Mahindra Manulife Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹3841.36 Cr-2.1%
Canara Robeco Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹13103.87 Cr-0.7%
Canara Robeco Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹13103.87 Cr0.5%
Aditya Birla Sun Life Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹4913.87 Cr-1.6%
DSP Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹16304.77 Cr5.5%
UTI Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹4844.38 Cr6.3%
UTI Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹4844.38 Cr7.6%
Tata Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹11163.84 Cr1.1%
Aditya Birla Sun Life Small Cap Fund Direct Growth

Very High Risk

1.0%1.0%₹4913.87 Cr-0.7%
Tata Small Cap Fund Direct Growth

Very High Risk

0.3%1.0%₹11163.84 Cr2.5%
Sundaram Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹3310.65 Cr4.9%
Edelweiss Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4580.06 Cr4.6%
Edelweiss Small Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹4580.06 Cr3.1%
LIC MF Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹575.56 Cr-6.2%

About the AMC

Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund

Total AUM

₹16,715 Cr

Address

8th floor, E-Core,Solitaire Business Hub (formerly Marvel Edge), Viman Nagar 411014

Other Funds by Bajaj Finserv Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Bajaj Finserv Small Cap Fund Direct Growth

Very High Risk

-0.0%--
Bajaj Finserv Nifty 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹7.28 Cr-
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹8.46 Cr-
Bajaj Finserv Balanced Advantage Fund Direct Growth

Very High Risk

0.5%1.0%₹1304.12 Cr5.3%
Bajaj Finserv Banking and PSU Fund Direct Growth

Moderate Risk

0.3%0.0%₹142.07 Cr10.0%
Bajaj Finserv Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹896.99 Cr7.1%
Bajaj Finserv Overnight Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹568.73 Cr6.4%
Bajaj Finserv Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹4615.21 Cr7.3%
Bajaj Finserv Money Market Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹3815.91 Cr8.4%
Bajaj Finserv Flexi Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹4850.04 Cr6.6%

Still got questions?
We're here to help.

The fund managers responsible for Bajaj Finserv Small Cap Fund Direct Growth are:-
  1. Nimesh Chandan
  2. Siddharth Chaudhary
  3. Sorbh Gupta
close

Get your portfolio reviewed by experts

qr

Track all your investments in one place

Download Wealth Monitor App

cross
wm logo

Track and monitor all
your investments