Bajaj Finserv Mutual Fund was started in September 2021. The fund house is headed by Ganesh Mohan as the MD & CEO. As of 31 March 2024, it has an AUM of ₹10,138 Cr.
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Fund Info
Equity
Index
Direct dividend payout
Launched On
13 May 2025
Lock-in Period
No lock-in
NAV
as of 14 May 2025
₹10
NA
AUM
₹0 Cr
Benchmark
Nifty Next 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Fund Managers
Ilesh Savla
Experience: 1.64 yrs • Total AUM: 6,136 Cr
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
20.39%
Expense ratio
0.35%
Tracking error
Below Average
Fund size
High
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth
3Y CAGR
20.24%
Expense ratio
0.31%
Tracking error
Average
Fund size
High
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
17.46%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
SBI Nifty Index Fund
Equity • Index • Direct Growth
3Y CAGR
17.44%
Expense ratio
0.22%
Tracking error
Low
Fund size
High
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
17.42%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.