How to check the XIRR of BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH?

You can track the exact XIRR and portfolio overlapping of BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH?

Use the MutualSaathi Portfolio Analyzer to compare BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH with other funds, PMS, and AIFs to detect hidden stock overlaps.

Bajaj Finserv Consumption Fund - Regular - Growth

Bajaj Finserv Mutual Fund

Expense Ratio: 2.31

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty India Consumption TRI

Inception: 08-11-2024

Exit Load: Nil

Fund Size:₹656.80 Cr

Performance

Fund-8.79%

Cat. Avg.N/A

FundN/A

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FundN/A

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FundN/A

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10Y

FundN/A

Cat. Avg.N/A

Fund-5.84%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Eternal Limited	Equity	Listed	Large Cap	Retailing	41.88	6.88%
2	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	32.35	5.32%
3	Zydus Wellness Limited	Equity	Listed	Small Cap	Food Products	26.17	4.30%
4	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles	22.01	3.62%
5	Trent Limited	Equity	Listed	Large Cap	Retailing	19.78	3.25%
6	Thangamayil Jewellery Limited	Equity	Listed	Small Cap	Consumer Durables	18.96	3.12%
7	Tata Motors Passenger Vehicles Limited	Equity	Listed	Large Cap	Automobiles	18.27	3.00%
8	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	17.55	2.88%
9	Safari Industries (India) Limited	Equity	Listed	Small Cap	Consumer Durables	16.06	2.64%
10	Bajaj Auto Limited	Equity	Listed	Large Cap	Automobiles	15.69	2.58%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	59774	-0.4%	-0.8%
SI	09 Dec, 24	1.15 L.	1.12 L.	-2.5%	-2.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	91208	-8.8%	-8.8%
SI	03 Dec, 24	1 L.	89364	-10.6%	-5.8%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.