Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment
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Equity, Thematic-Consumption, Principal at very high risk
1 Year Return -7.79% at 05 Feb 2026 10:27 AM
Fund Details
NAV 8.868
Sub-Type Thematic-Consumption
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.19
Fund Size(in Crores) 655.19
Fund Performance
1 Month -6.06%
3 Month -9.93%
6 Month -7.4%
1 Year -7.79%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (99.97%) Sector Allocation Bonds/NCDs 4.4 Commercial Paper 1.9 Central Government Loan 0.53 Debt Credit Ratings AAA 53.86 A1+ 20.47 SOV 11.02 AA 8.78 AA+ 4.03 Debt Category ICICI Home Finance Company 1.2 PNB Housing Finance 0.44 Jharkhand State 0.24 Export-Import Bank 1.19
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M 1.92% Ret 1Y 12.19% Ret 3Y 9.92% Ret 5Y 12.25%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.27% Ret 1Y 7.74% Ret 3Y 7.88% Ret 5Y 6.73%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.34%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sorbh Gupta
Education Mr. Gupta is a B.Com, CA and CFA.
Experience Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Nimesh Chandan
Education Mr. Chandan is an MBA in Finance.
Experience He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
Sayan Das Sharma
Education B.sc, MBA in Finance and HR
Experience Perior to joining the Bajaj Finserv AMC, he was associated with Arthya Wealth and Investments Pvt. Ltd, Bank Of Baroda Capital Markets Limited, CRISIL Ltd.
Siddharth Chaudhary
Education Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 32
Date of Incorporation 2024-11-29
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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