Bajaj Small Cap IDCW-R
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation24.5%
Sharpe Ratio0.54
Beta1.06
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Welspun Corp LtdCapital Goods4.04%
Rubicon Research LtdServices3.50%
Clearing Corporation Of India LtdUtilities3.29%
CRISIL LtdFinancial Services2.92%
Zydus Wellness LtdConsumers2.79%
Schaeffler India LtdConsumers2.73%
Timken India LtdCapital Goods2.70%
TD Power Systems LtdCapital Goods2.59%
Great Eastern Shipping Co LtdCapital Goods2.45%
Sona BLW Precision Forgings LtdConsumers2.34%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.37%
Regulatory & Tax Information
INF0QA701BM4
ISINDailyDealing Frequency
Nifty Smallcap 250 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)