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Bajaj Finserv Small Cap Fund

Bajaj Finserv Mutual Fund · 153612 · Quant Rank #336

Structural GatesFully Researched (Deep)Prospera Research Confidence: LOW
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategorySC
AUM₹2,605.9 Cr
BenchmarkBSE 250 Smallcap TRI
RiskometerVery High
TERInsufficient data
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerNimesh Chandan, Siddharth Chaudhary, Sorbh Gupta
AUM Floor₹500 Cr
Min Track5 yrs
Max Alloc15%
Returns vs Benchmark
WindowFundBenchmark
1 Year18.84%6.65%
Since Launch13.19%1.77%
Calculated Parameters
FMTInsufficient data — no real 'managing since' date collected for this scheme's current manager
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERSInsufficient data — no TER evidence collected for this scheme
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2Quant ScreenFAIL
Gate 3Top 10FAIL
Gate 4Top 5FAIL
Gate 5Top 2 ICFAIL
Candidate's 30.2 would rank #6 among 5 real existing category scores (top 2 = recommendable).
Analyst Name
MOMMomentum
7% weight
Deep ResearchConfidence: MEDIUM

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

CONConsistency
10% weight
Deep Research

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

PQTPortfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

FMQFund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

VALValuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

STWSector Tailwinds
9% weight
Deep ResearchConfidence: MEDIUM

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

DSPDownside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

OPPOutperformance Prob.
8% weight
Deep ResearchConfidence: LOW

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

THSThesis Strength
2% weight
Deep ResearchConfidence: LOW

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 10:01:37 AM

V6 Final Score
30.2
/ 100 — Final Score
AVOID
MOM
5.6
CON
0.0
PQT
6.6
FMQ
6.0
VAL
0.0
STW
5.4
DSP
0.0
OPP
4.0
FMT
AMQ
1.8
AUT
ERS
THS
0.8
Data-limited: FMT, AUT, ERS (insufficient data — never defaulted to 0)
Source Evidence (13)
BenchmarkBSE 250 Smallcap TRI
Riskometer (Scheme)Very High
NAV - Direct Plan11.45
NAV Date21-Aug-2026
Daily AUM (Cr.)2605.9067
1 Year Return - Direct Plan (%)18.8376
1 Year Return - Benchmark (%)6.6517
Since Launch Return - Direct Plan (%)13.1865
Since Launch Return - Benchmark (%)1.7736
Fund ManagerNimesh Chandan, Siddharth Chaudhary, Sorbh Gupta
Value Research RatingUnrated
Top 5 HoldingsRubicon Research 4.09%, SJS Enterprises 3.21%, Zydus Wellness 3.02%, Neuland Lab 2.97%, Welspun 2.71% (top-5 total 16.00%)
Audit Log
MOM 78 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] Real AMFI 1Y return vs Nifty Smallcap 250 TRI: +12.19pp — real, strong outperformance, though only a single window is available given the fund's short history.
CON 70 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] Confirmed UNRATED by Value Research directly on its own fund page (Direct Plan launched July 2025, too young). Scored 0 (N/A).
PQT 66 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] Real top-5 holdings: Rubicon Research 4.09%, SJS Enterprises 3.21%, Zydus Wellness 3.02%, Neuland Lab 2.97%, Welspun 2.71% (top-5 total 16.00%) — moderate concentration, diversified across pharma/CDMO, industrials, consumer, and textiles.
FMQ 55 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] Real 3-manager team (Nimesh Chandan, Siddharth Chaudhary, Sorbh Gupta), managing since the fund's own July 2025 launch — under 1.5 years, no independent track record yet.
VAL 50 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] No PE/PB evidence found on the fund's own VR page. Scored 0 (N/A).
STW 66 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] Real portfolio diversified across pharma/CDMO, industrials, consumer, and textiles — a genuine, currently-relevant broad small-cap exposure.
DSP 50 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] No real drawdown/Sortino evidence found on the fund's own VR page. Scored 0 (N/A).
OPP 75 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION, analyst judgment] Real strong recent performance is a genuine positive, but the fund is unrated with no independent long-term track record — scored at a moderate rather than high level.
THS 54 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 10:01:37 AM
[FINAL CHALLENGER VALIDATION] Standard, real, diversified small-cap thesis; too early (under 1.5 years, unrated) to assess durable execution against it.
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:43:07 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Small Cap: highest growth potential in the equity spectrum, but also the highest liquidity and drawdown risk in stress.
OPP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:43:05 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real return-vs-benchmark evidence: 1Y +12.19pp vs benchmark, SinceLaunch +11.41pp vs benchmark (avg 11.80pp).
DSP 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:43:03 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted.
STW 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:43:02 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Small Cap: highest growth potential in the equity spectrum, but also the highest liquidity and drawdown risk in stress. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.
VAL 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:43:00 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).
FMQ 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:42:58 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No manager identity evidence collected; scored at category-neutral baseline.
PQT 66 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:42:56 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real AUM ₹2,605.907 Cr vs category floor ₹500 Cr (5.2x). Moderate scale — no specific capacity concern or advantage documented.
CON 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:42:54 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +12.19pp vs benchmark, SinceLaunch +11.41pp vs benchmark, avg 11.80pp).
MOM 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 3:42:53 PM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Most recent available window (1Y: +12.19pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:05:02 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Small Cap: highest growth potential in the equity spectrum, but also the highest liquidity and drawdown risk in stress.
OPP 77 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:05:00 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real return-vs-benchmark evidence: 1Y +12.19pp vs benchmark, SinceLaunch +11.41pp vs benchmark (avg 11.80pp).
DSP 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:58 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real Max Drawdown or Sortino data exists in any source checked this session; ordinary volatility/beta are never substituted.
STW 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:57 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Small Cap: highest growth potential in the equity spectrum, but also the highest liquidity and drawdown risk in stress. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.
VAL 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:55 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).
FMQ 05 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:52 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No manager identity evidence collected; scored at category-neutral baseline.
PQT 06 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:50 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real AUM ₹2,605.907 Cr vs category floor ₹500 Cr (5.2x). Moderate scale — no specific capacity concern or advantage documented.
CON 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:49 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y +12.19pp vs benchmark, SinceLaunch +11.41pp vs benchmark, avg 11.80pp).
MOM 07 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 11:04:46 AM
[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Most recent available window (1Y: +12.19pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).
THS 55 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:39 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: BSE 250 Smallcap TRI, real AUM ₹2,605.907 Cr).
DSP 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:37 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real Max Drawdown or Sortino Ratio data collected for this scheme; ordinary volatility/beta are not used as a substitute.
STW 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:35 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real sector-allocation data collected for this scheme to support a forward sector-tailwind judgment.
VAL 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:33 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio PE/PB data collected for this scheme from any real source.
FMQ 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:31 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager identity or tenure evidence collected for this scheme.
PQT 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:30 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data (Top-10 holdings, sector concentration, or turnover) collected for this scheme.
OPP 77 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:28 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Real data shows the fund beating its benchmark in every available window, averaging +11.80pp (1 Year 18.84% vs 6.65%, Since Launch 13.19% vs 1.77%).
MOM 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:26 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real 1/3/6-month return data collected for this scheme (V6's stated 3-6M momentum window has no evidence source for most funds in this pipeline).
CON 00 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 9:21:24 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating collected for this scheme this round.
THS 5 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:19:05 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Baseline category-standard mandate identified (benchmark: BSE 250 Smallcap TRI, real AUM ₹2,605.907 Cr).
DSP 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:19:03 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real Max Drawdown or Sortino Ratio data collected for this scheme; ordinary volatility/beta are not used as a substitute.
STW 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:19:01 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real sector-allocation data collected for this scheme to support a forward sector-tailwind judgment.
VAL 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:19:00 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio PE/PB data collected for this scheme from any real source.
FMQ 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:18:58 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no manager identity or tenure evidence collected for this scheme.
PQT 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:18:56 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no portfolio composition data (Top-10 holdings, sector concentration, or turnover) collected for this scheme.
OPP 7 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:18:55 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] Real data shows the fund beating its benchmark in every available window, averaging +11.80pp (1 Year 18.84% vs 6.65%, Since Launch 13.19% vs 1.77%).
MOM 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:18:53 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no real 1/3/6-month return data collected for this scheme (V6's stated 3-6M momentum window has no evidence source for most funds in this pipeline).
CON 0 by Claude (V7 Workspace — draft, pending Research Head review) · 8/26/2026, 8:18:51 AM
[DRAFT — AI-assisted analyst assessment, pending Prospera Research Head sign-off before circulation] N/A — no Value Research rating collected for this scheme this round.