Bajaj Finserv Small Cap Fund - Direct (IDCW)

Bajaj Finserv Small Cap Fund - Direct (IDCW) is an Small Cap Fund-oriented fund from the renowned AMC, Bajaj Finserv Mutual Fund. Launched in 27 June 2025, this fund is managed by Nimesh Chandan. With assets under management (AUM) worth ₹1,512.36 (Cr), as of 17 November 2025, Bajaj Finserv Small Cap Fund - Direct (IDCW) is categorized as a Small Cap Fund within its segment. The fund has generated a return of -2.33% since its launch.
The current NAV of Bajaj Finserv Small Cap Fund - Direct (IDCW) is ₹9.87, as on 17 November 2025. The fund's benchmark index is BSE 250 Smallcap Index TRI. You can invest in Bajaj Finserv Small Cap Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If units are redeemed/switched out within 6 months from the date of allotment: If upto 10% of units allotted are redeemed/switched out - Nil any redemption/switch-out of units in excess of 10% of units allotted - 1% of applicable NAV. if units are redeemed/switched out after 6 months from the date of allotment, no exit load is payable. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.25% in Equity, 0.37% in Debt and 2.38% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.91% in Consumer Durables, 11.01% in Industrial Products, 7.47% in Banks, 6.94% in Finance, 5.08% in Auto Components