Bajaj Finserv Healthcare Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 2.70%
NAV: ₹11.83 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Bajaj Finserv Healthcare Fund Regular-Growth

  • ₹405.1 Cr
    AUM
  • ₹11.83
    NAV
  • 2.59%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Bajaj Finserv Healthcare Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 2.70% NA 6.12%
6 Months 18.38% NA 12.92%
1 Year 18.96% 18.96% 6.04%
As on Thu Nov 05, 2026

Asset Allocation of Bajaj Finserv Healthcare Fund Regular-Growth

equities

95.97%

debt instruments

3.46%

other assets or cash equivalents

0.57%
Large Cap: 31.74%
Mid Cap: 30.13%
Small Cap: 38.13%
Other: 0.00%
Top Holdings
Divi's Laboratories Ltd
10.55%
Divi's Laboratories Ltd
10.55%
Divi's Laboratories Ltd
10.55%
Divi's Laboratories Ltd
10.55%
Divi's Laboratories Ltd
10.55%
 
Top Sectors
Healthcare
184.20%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now

About Fund

About Bajaj Finserv Healthcare Fund Regular-Growth

Bajaj Finserv Healthcare Fund Regular-Growth is one Equity mutual fund offered by Bajaj Finserv Mutual Fund. Launched on 27 Dec 2024, the fund aims Wealth creation over long term. To invest predominantly in equity and equity related instruments of pharma, healthcare and allied companies. It manages assets worth ₹405.1 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.59%.
The portfolio allocation consists of 95.97% in equities, 3.46% in debt instruments, 0.57% in other assets or cash equivalents.Managed by Sorbh Gupta, it has delivered a return of 18.96% in the last year, a total return since inception of 9.44%.
Considering individual goals investors may compare best sip investment during the long-term financial strategy.

Read more
  • Nimesh Chandan

    Fund Manager

  • Mr. Chandan is an MBA in Finance.

    Manager Education

  • Siddharth Chaudhary

    Fund Manager

  • Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).

    Manager Education

  • Sorbh Gupta

    Fund Manager

  • Mr. Gupta is a B.Com, CA and CFA.

    Manager Education

Bajaj Finserv Healthcare Fund Regular-Growth Fund Details

Fund Names Bajaj Finserv Healthcare Fund Regular-Growth
Inception Date 27 Dec 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 6.04
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Bajaj Finserv Healthcare Fund Regular-Growth Fund Returns Comparison

Compare Bajaj Finserv Healthcare Fund Regular-Growth with other mutual funds in the same category

Bajaj Finserv Healthcare Fund Regular-Growth

SBI Healthcare Opportunities Fund Direct Plan-Growth

SBI Healthcare Opportunities Fund Direct Plan-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Healthcare Opportunities Fund Direct Plan-Growth trend ₹5,870 4.94% 1.38% 20.99% 25.46% 19.69%
SBI Healthcare Opportunities Fund Direct Plan-IDCW trend ₹5,870 4.94% 1.38% 20.99% 25.46% 19.69%
SBI Healthcare Opportunities Fund-Growth trend ₹5,870 4.85% 1.13% 19.79% 24.17% 18.45%
SBI Healthcare Opportunities Fund-IDCW trend ₹5,870 4.85% 1.13% 19.79% 24.17% 18.45%
ICICI Prudential Healthcare Fund Direct-Growth trend ₹6,861 3.40% -1.15% 7.63% 22.70% 17.19%
ICICI Prudential Healthcare Fund Direct-IDCW trend ₹6,861 3.40% -1.15% 7.63% 22.70% 17.19%
Mirae Asset Healthcare Fund Direct-Growth trend ₹3,494 5.10% 3.09% 22.03% 24.58% 17.02%
Mirae Asset Healthcare Fund Direct-IDCW trend ₹3,494 5.10% 3.09% 22.03% 24.58% 17.02%
UTI Healthcare Fund Direct-Growth trend ₹1,430 3.56% 0.97% 17.27% 24.39% 16.87%
UTI Healthcare Fund Direct-IDCW trend ₹1,430 3.56% 0.97% 17.27% 24.39% 16.87%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Bajaj Finserv Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Bajaj Finserv Healthcare Fund Direct-Growth increase ₹405 4.86% 3.14% 19.41% 20.98% -
Bajaj Finserv Healthcare Fund Regular-IDCW increase ₹405 4.71% 2.70% 18.38% 18.96% -
Bajaj Finserv Healthcare Fund Direct-IDCW increase ₹405 4.86% 3.14% 19.41% 20.98% -
increase growth is based on 1-month returns of the funds

Bajaj Finserv Healthcare Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Nippon India Pharma Fund-Growth trend ₹9,166 ₹568.91 17.90% 13.57% 15.06%
Nippon India Pharma Fund Direct-Growth trend ₹9,166 ₹640.95 18.96% 14.59% 16.08%
Nippon India Pharma Fund-IDCW trend ₹9,166 ₹122.85 17.90% 13.57% 15.06%
Nippon India Pharma Fund Direct-IDCW trend ₹9,166 ₹175.42 18.96% 14.59% 16.08%
ICICI Prudential Healthcare Fund Direct-Growth trend ₹6,861 ₹47.09 22.70% 17.19% -
ICICI Prudential Healthcare Fund-Growth trend ₹6,861 ₹43.25 21.69% 16.18% -
ICICI Prudential Healthcare Fund Direct-IDCW trend ₹6,861 ₹26.43 22.70% 17.19% -
ICICI Prudential Healthcare Fund-IDCW trend ₹6,861 ₹23.23 21.69% 16.18% -
SBI Healthcare Opportunities Fund-Growth trend ₹5,870 ₹522.56 24.17% 18.45% 14.48%
SBI Healthcare Opportunities Fund Direct Plan-Growth trend ₹5,870 ₹606.22 25.46% 19.69% 15.73%
View More
Top funds are based on Fund AUM

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Bajaj Finserv Healthcare Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Divi's Laboratories LtdHealthcare10.55%₹42.82 Cr
Divi's Laboratories LtdHealthcare10.55%₹42.82 Cr
Divi's Laboratories LtdHealthcare10.55%₹42.82 Cr
Divi's Laboratories LtdHealthcare10.55%₹42.82 Cr
Divi's Laboratories LtdHealthcare10.55%₹42.82 Cr
Divi's Laboratories LtdHealthcare9.75%₹39.52 Cr
Divi's Laboratories LtdHealthcare9.75%₹39.52 Cr
Divi's Laboratories LtdHealthcare9.75%₹39.52 Cr
Sun Pharmaceutical Industries LtdHealthcare8.96%₹36.30 Cr
Sun Pharmaceutical Industries LtdHealthcare8.96%₹36.30 Cr
Sun Pharmaceutical Industries LtdHealthcare8.96%₹36.30 Cr
Sun Pharmaceutical Industries LtdHealthcare8.21%₹33.31 Cr
Sun Pharmaceutical Industries LtdHealthcare8.21%₹33.31 Cr
Sun Pharmaceutical Industries LtdHealthcare8.21%₹33.31 Cr
Sun Pharmaceutical Industries LtdHealthcare8.21%₹33.31 Cr
Sun Pharmaceutical Industries LtdHealthcare8.21%₹33.31 Cr
Divi's Laboratories LtdHealthcare9.07%₹30.15 Cr
Divi's Laboratories LtdHealthcare8.40%₹29.75 Cr
Divi's Laboratories LtdHealthcare8.40%₹29.75 Cr
Divi's Laboratories LtdHealthcare8.40%₹29.75 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
SBI Healthcare Opportunities Fund Direct Plan-Growth increase ₹606.22 25.46% 19.69% -
SBI Healthcare Opportunities Fund Direct Plan-IDCW increase ₹421.18 25.46% 19.69% -
SBI Healthcare Opportunities Fund-Growth increase ₹522.56 24.17% 18.45% -
SBI Healthcare Opportunities Fund-IDCW increase ₹329.19 24.17% 18.45% -
ICICI Prudential Healthcare Fund Direct-Growth increase ₹47.09 22.70% 17.19% -
ICICI Prudential Healthcare Fund Direct-IDCW increase ₹26.43 22.70% 17.19% -
Mirae Asset Healthcare Fund Direct-Growth increase ₹53.16 24.58% 17.02% -
Mirae Asset Healthcare Fund Direct-IDCW increase ₹32.02 24.58% 17.02% -
UTI Healthcare Fund Direct-Growth increase ₹388.33 24.39% 16.87% -
UTI Healthcare Fund Direct-IDCW increase ₹300.15 24.39% 16.87% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Bajaj Finserv Healthcare Fund Regular-Growth

What is the current AUM of Bajaj Finserv Healthcare Fund Regular-Growth?

As of Wed Sep 30, 2026, Bajaj Finserv Healthcare Fund Regular-Growth manages assets worth ₹405.1 crore

How has Bajaj Finserv Healthcare Fund Regular-Growth performed recently?

  • 3 Months: 2.70%
  • 6 Months: 18.38%

What is the long-term performance of Bajaj Finserv Healthcare Fund Regular-Growth?

  • Since Inception: 9.44%

What is the portfolio composition of Bajaj Finserv Healthcare Fund Regular-Growth?

Equity: 95.97%, Debt: 3.46%, Others: 0.57%.

Who manages Bajaj Finserv Healthcare Fund Regular-Growth?

Bajaj Finserv Healthcare Fund Regular-Growth is managed by Sorbh Gupta from Bajaj Finserv Mutual Fund.

What is the market-cap allocation of Bajaj Finserv Healthcare Fund Regular-Growth?

Large Cap: 31.74%, Mid Cap: 30.13%, Small Cap: 38.13%.

Which are the top companies Bajaj Finserv Healthcare Fund Regular-Growth has invested in?

  • Divi's Laboratories Ltd – 10.55% of the fund's portfolio
  • Divi's Laboratories Ltd – 10.55% of the fund's portfolio
  • Divi's Laboratories Ltd – 10.55% of the fund's portfolio
  • Divi's Laboratories Ltd – 10.55% of the fund's portfolio
  • Divi's Laboratories Ltd – 10.55% of the fund's portfolio

Which are the major sectors Bajaj Finserv Healthcare Fund Regular-Growth focuses on?

  • Healthcare – 184.20% of the fund's portfolio
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