Bajaj Finserv Mutual Funds
Bajaj Finserv Mutual Fund is a trust created as per the provisions of the Indian Trusts Act, 1882. Bajaj Finserv Limited is its sponsor and Bajaj Finserv Mutual Fund Trustee Limited is its trustee. It was registered with SEBI on March 1, 2023, with the registration code MF/078/23/04. Its sponsor Bajaj Finserv Limited is one of the leading players in India’s financial services industry. Bajaj Finserv’s consolidated total income for the financial year 2024 stood at over Rs. 1,10,383 crore.
19 funds
Bajaj Finserv Arbitrage Fund
Equity • Arbitrage • Direct Growth3Y CAGR
0.00%
Expense ratio
0.31%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Banking and PSU Fund
Fixed Income • Banking and PSU • Direct Growth3Y CAGR
0.00%
Expense ratio
0.34%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Consumption Fund
Equity • Consumption • Direct Growth3Y CAGR
0.00%
Expense ratio
0.73%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
0.00%
Expense ratio
0.59%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
0.00%
Expense ratio
0.49%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Equity Savings Fund
Hybrid • Equity Savings • Direct Growth3Y CAGR
0.00%
Expense ratio
N/A
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.48%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Gilt Fund
Fixed Income • Government • Direct Growth3Y CAGR
0.00%
Expense ratio
0.39%
Returns vs category
N/A
Risk vs category
N/A
Bajaj Finserv Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
0.00%
Expense ratio
0.25%
Tracking error
Fund size
Bajaj Finserv Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
0.00%
Expense ratio
0.3%
Tracking error
Fund size
About
AMC Summary
Bajaj Finserv Asset Management Ltd. was incorporated on October 18, 2021, under the Companies Act, 2013. On March 1, 2023, SEBI permitted Bajaj Finserv Mutual Fund to start its operations and allowed Bajaj Finserv Asset Management Ltd. to become its AMC.
By February 29, 2024, it had crossed the Rs 10,000-crore AUM mark. Currently, it offers 5 debt schemes, 6 equity schemes, and 3 hybrid schemes.
Bajaj Finserv Asset Management Ltd
Bajaj Finserv Asset Management Ltd. is a wholly owned subsidiary of Bajaj Finserv Limited. Thus, Bajaj Finserv Limited and its nominees hold 100% of the AMC’s share capital. Its office is registered at S. No. 208/1B, Lohagaon, Viman Nagar, Pune – 411014.
It calls its investment philosophy “InQube”. It represents a combination of “informational, quantitative, and behavioural edge”. Under this philosophy, it strives to collect information that will give it an edge over its competitors. Then the AMC performs quantitative analysis and exploits behavioural biases to generate the best possible returns.
Bajaj Finserv Mutual Fund Key Information
The following are the key details about the Bajaj Finserv Mutual Fund:
| Date of Incorporation | October 18, 2021 |
|---|---|
| Date of Set up of Mutual Fund | March 1, 2023 |
| Headquartered in | Pune |
| Trustee Organisation | Bajaj Finserv Mutual Fund Trustee Limited |
| Mutual Fund Name | Bajaj Finserv Mutual Fund |
| Wholetime Director and CEO | Ganesh Mohan |
| Name of Asset Management Company | Bajaj Finserv Asset Management Ltd. |
| Chief Investment Officer | Nimesh Chandan |
How to Invest in Bajaj Finserv Mutual Funds
It is easy to invest in Bajaj Finserv Mutual Funds. You can explore the available schemes and decide which suits you the best. Once you have made up your mind, you can invest with platforms like Upstox.
Here are the steps you would have to follow to invest:
- Create an account: First, you need to create an account on Upstox. Once you create an account, or if you already have one, log in by entering your credentials.
- Verify your identity: Upload identity proof documents such as a PAN card, Aadhaar, passport, voter ID, or driving licence.
- Provide address proof: You need to upload documents like an Aadhaar card, passport, or utility bill to verify your address.
- Choose your investment tenure: Depending on your investment horizon, decide the duration of your investment.
- Assess your risk and investment goal: You have to decide your investment goal as per your risk appetite and investment objectives.
- Pick a fund: Go through the schemes offered by Bajaj Mutual Fund and decide which suits your risk appetite and investment horizon the best.
- Choose your investment mode: If you want to invest a fixed amount monthly, choose ‘Start SIP’ to set up a Systematic Investment Plan. Or if you want to make a one-time lump sum investment, select ‘Invest One Time’.
Other smartlists
Filter funds
Clear All
Frequently Asked Questions
Where can I get the Bajaj Finserv Mutual Fund statement?
You can visit the website of Bajaj Finserv Mutual Fund and request your statement. Also, if you have invested with third-party platforms, you can download your statement from their website.
How to start investing in Bajaj Finserv Mutual Fund?
You can visit the website of Bajaj Finserv Mutual Fund or go to an investment platform to start your investment journey.
How to raise the SIP amount in Bajaj Finserv Mutual Fund?
To raise your SIP amount, you have to log in to your account from the Bajaj Finserv Mutual Fund website. From there, you have to visit the section for SIP investments and change the investment amount.
How are the returns on investment taxed?
The taxation is done as per relevant laws. It depends on factors such as the type of the mutual fund and the duration of the investment.
What is the minimum investment amount for Bajaj Finserv Mutual Funds?
The minimum investment amount can vary across mutual fund schemes. Typically, it would be Rs. 500 for SIPs and Rs. 1000 for lump sum investments.
How to redeem Bajaj Finserv Mutual Fund?
To redeem, you can log in to your account from the Bajaj Finserv Mutual Fund website. You have to visit the scheme which you want to redeem and follow the instructions. The same can also be done through third-party platforms via which the investment was made.