|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Bajaj Finserv ELSS Tax Saver Fund Direct Growth Equity ELSS |
Very High |
0% |
₹44.27 cr. |
||
|
Bajaj Finserv Banking and PSU Fund Debt Banking and PSU Fund |
Moderate |
0% |
₹112.90 cr. |
||
|
Bajaj Finserv ELSS Tax Saver Fund Direct IDCW Payout Equity ELSS |
Very High |
0% |
₹44.27 cr. |
||
|
Bajaj Finserv Healthcare Fund Direct Growth Equity Sectoral / Thematic |
Very High |
0% |
₹307.40 cr. |
||
|
Bajaj Finserv Healthcare Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
0% |
₹307.40 cr. |
||
|
Bajaj Finserv Arbitrage Fund Hybrid Arbitrage Fund |
Low |
0% |
₹898.01 cr. |
||
|
Bajaj Finserv Arbitrage Fund Direct Plan IDCW Payout Hybrid Arbitrage Fund |
Low |
0% |
₹898.01 cr. |
||
|
Bajaj Finserv Flexi Cap Fund Equity Flexi Cap Fund |
Very High |
0% |
₹4,188.42 cr. |
||
|
Bajaj Finserv Large and Mid Cap Fund Equity Large & Mid Cap Fund |
Very High |
0% |
₹1,763.85 cr. |
||
|
Bajaj Finserv Banking and PSU Fund Direct Plan Monthly IDCW Reinvestment Debt Banking and PSU Fund |
Moderate |
0% |
₹112.90 cr. |
||
|
Bajaj Finserv Large and Mid Cap Fund Direct Plan IDCW Payout Equity Large & Mid Cap Fund |
Very High |
0% |
₹1,763.85 cr. |
||
|
Bajaj Finserv Consumption Fund Direct IDCW Payout Equity Sectoral / Thematic |
Very High |
0% |
₹507.44 cr. |
||
|
Bajaj Finserv Banking and PSU Fund Direct Plan Monthly IDCW Payout Debt Banking and PSU Fund |
Moderate |
0% |
₹112.90 cr. |
||
|
Bajaj Finserv Consumption Fund Direct Growth Equity Sectoral / Thematic |
Very High |
0% |
₹507.44 cr. |
||
|
Bajaj Finserv Consumption Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
0% |
₹507.44 cr. |
||
|
Bajaj Finserv Flexi Cap Fund Direct Plan IDCW Payout Equity Flexi Cap Fund |
Very High |
0% |
₹4,188.42 cr. |
||
|
Bajaj Finserv Multi Asset Allocation Fund Direct IDCW Payout Hybrid Multi Asset Allocation |
Very High |
0% |
₹1,127.87 cr. |
||
|
Bajaj Finserv Banking and PSU Fund Direct Plan IDCW Payout Debt Banking and PSU Fund |
Moderate |
0% |
₹112.90 cr. |
||
|
Bajaj Finserv Banking and PSU Fund Direct Plan IDCW Reinvestment Debt Banking and PSU Fund |
Moderate |
0% |
₹112.90 cr. |
||
|
Bajaj Finserv Liquid Fund Debt Liquid Fund |
Moderately Low |
0% |
₹4,200.75 cr. |
||
|
Bajaj Finserv Balanced Advantage Fund Direct Plan IDCW Reinvestment Hybrid Dynamic Asset Allocation or Balanced Advantage |
High |
0% |
₹1,230.75 cr. |
||
|
Bajaj Finserv Liquid Fund Direct Plan Monthly IDCW Reinvestment Debt Liquid Fund |
Moderately Low |
0% |
₹4,200.75 cr. |
||
|
Bajaj Finserv Flexi Cap Fund Direct Plan IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
0% |
₹4,188.42 cr. |
||
|
Bajaj Finserv Liquid Fund Direct Plan Monthly IDCW Payout Debt Liquid Fund |
Moderately Low |
0% |
₹4,200.75 cr. |
||
|
Bajaj Finserv Multi Asset Allocation Fund Hybrid Multi Asset Allocation |
Very High |
0% |
₹1,127.87 cr. |
||
|
Bajaj Finserv Gilt Fund Direct IDCW Reinvestment Debt Gilt Fund |
Moderate |
0% |
₹40.38 cr. |
||
|
Bajaj Finserv Overnight Fund Debt Overnight Fund |
Low |
0% |
₹166.30 cr. |
||
|
Bajaj Finserv Multi Cap Fund Direct IDCW Reinvestment Equity Multi Cap Fund |
Very High |
0% |
₹521.59 cr. |
||
|
Bajaj Finserv Overnight Fund Direct Plan Monthly IDCW Reinvestment Debt Overnight Fund |
Low |
0% |
₹166.30 cr. |
||
|
Bajaj Finserv Arbitrage Fund Direct Plan IDCW Reinvestment Hybrid Arbitrage Fund |
Low |
0% |
₹898.01 cr. |
||
|
Bajaj Finserv Gilt Fund Direct IDCW Payout Debt Gilt Fund |
Moderate |
0% |
₹40.38 cr. |
||
|
Bajaj Finserv Multi Asset Allocation Fund Direct IDCW Reinvestment Hybrid Multi Asset Allocation |
Very High |
0% |
₹1,127.87 cr. |
||
|
Bajaj Finserv Balanced Advantage Fund Direct Plan IDCW Payout Hybrid Dynamic Asset Allocation or Balanced Advantage |
High |
0% |
₹1,230.75 cr. |
||
|
Bajaj Finserv Multi Cap Fund Direct Growth Equity Multi Cap Fund |
Very High |
0% |
₹521.59 cr. |
||
|
Bajaj Finserv Large Cap Fund Direct Plan Growth Equity Large Cap Fund |
Very High |
0% |
₹1,376.73 cr. |
||
|
Bajaj Finserv Overnight Fund Direct Plan Monthly IDCW Payout Debt Overnight Fund |
Low |
0% |
₹166.30 cr. |
||
|
Bajaj Finserv Gilt Fund Direct Growth Debt Gilt Fund |
Moderate |
0% |
₹40.38 cr. |
||
|
Bajaj Finserv Multi Cap Fund Direct IDCW Payout Equity Multi Cap Fund |
Very High |
0% |
₹521.59 cr. |
||
|
Bajaj Finserv Large Cap Fund Direct Plan IDCW Reinvestment Equity Large Cap Fund |
Very High |
0% |
₹1,376.73 cr. |
||
|
Bajaj Finserv Money Market Fund Debt Money Market Fund |
Moderately Low |
0% |
₹3,185.91 cr. |
||
|
Bajaj Finserv Balanced Advantage Fund Hybrid Dynamic Asset Allocation or Balanced Advantage |
High |
0% |
₹1,230.75 cr. |
||
|
Bajaj Finserv Large Cap Fund Direct Plan IDCW Payout Equity Large Cap Fund |
Very High |
0% |
₹1,376.73 cr. |
||
|
Bajaj Finserv Money Market Fund Direct Plan IDCW Reinvestment Debt Money Market Fund |
Moderately Low |
0% |
₹3,185.91 cr. |
||
|
Bajaj Finserv Money Market Fund Direct Plan IDCW Payout Debt Money Market Fund |
Moderately Low |
0% |
₹3,185.91 cr. |
||
|
Bajaj Finserv Money Market Fund Direct Plan Monthly IDCW Reinvestment Debt Money Market Fund |
Moderately Low |
0% |
₹3,185.91 cr. |
||
|
Bajaj Finserv Large and Mid Cap Fund Direct Plan IDCW Reinvestment Equity Large & Mid Cap Fund |
Very High |
0% |
₹1,763.85 cr. |
||
|
Bajaj Finserv Money Market Fund Direct Plan Monthly IDCW Payout Debt Money Market Fund |
Moderately Low |
0% |
₹3,185.91 cr. |
||
|
Bajaj Finserv Healthcare Fund Direct IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
0% |
₹307.40 cr. |
Bajaj Finserv Limited has taken a significant step by launching its wholly-owned subsidiary, Bajaj Finserv Asset Management Limited, to enter the mutual funds industry. This asset management company, which is supported by the longstanding and well-respected Bajaj brand in India, is introducing a variety of distinctive financial products and a wide range of investment options.
In March 2023, Bajaj Finserv Asset Management Limited, operating under the name Bajaj Finserv Mutual Fund, received approval from the Securities and Exchange Board of India (SEBI) to initiate its mutual fund business and operations.
Bajaj Finserv Asset Management Limited has submitted several investment schemes to SEBI, including liquid funds, overnight funds, money market funds, flexi-cap funds, arbitrage funds, balanced advantage funds, and large and mid-cap funds, among others.
With a forward-thinking approach and a strong commitment to customer satisfaction, Bajaj Finserv Asset Management Limited is dedicated to helping individuals achieve their financial goals. In their dedicated pursuit of this goal, they follow a structured three-stage investment philosophy termed InQuBe, which combines informational, quantitative, and behavioural expertise to drive their strategy.
Bajaj Finserv Asset Management Limited manages an Asset Under Management (AUM) of ₹5,235.46 crore, as of October 2023, while maintaining a global client base.
| Mutual Fund | Bajaj AMC Mutual Fund |
| Asset Managment Company | Bajaj Finserv Limited |
| Founding date | October 18, 2021 |
| AMC Incorporation date | October 18, 2021 |
| Headquarters in | Pune |
| Name of the Sponsors | Bajaj Finserv Limited |
| Trustee organisation | Bajaj Finserv Mutual Fund Trustee Company Limited |
| MD and CEO | Mr Ganesh Mohan |
| Chief Investment Officer | Mr Nimesh Chandan |
| Compliance Officer | Mr Harish Iyer |
SC
Siddharth Chaudhary
Fund Manager since Oct 2023 (1 year)
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Mr. Chaudhary joined Bajaj Finserv in July 2022 as a Senior Fund Manager (Fixed Income). Earlier, he was associated with Sundaram Asset Management Co. Ltd from April 2019 to July 2022 as Head of Fixed Income (Institutional Business). Before that, he worked as a Senior Fund Manager of Fixed Income, and as a Fund Manager of Fixed Income with Sundaram Asset Management Co. Ltd. Before that, in the period between June 2006 and September 2010, he worked as Senior Manager, Treasury Department in Indian Bank.
NC
Nimesh Chandan
Fund Manager since Jul 2024 (9 months)
View Details
Nimesh Chandan is the newly appointed Chief Investment Officer at Bajaj Finserv's upcoming mutual fund. He has over a decade of experience, formerly serving as Head of Investments at Canara Robeco Mutual Fund. Chandan, who has also worked with Birla Sunlife and SBI Asset Management, is a noted expert in behavioral finance.
Investing in Bajaj Finserv Mutual Funds can be a straightforward process when using your Angel One account. To begin, follow these simple steps:
Step 1: Log in to your Angel One account. Enter your mobile number, and validate the OTP (One Time Password), and provide your MPIN.
Note: If you don’t already have an account with Angel One, it’s a straightforward process to open a Demat account in just a few minutes. You will be required to submit the necessary documents for setting up the account.
Step 2: Determine which Bajaj Finserv Mutual Fund suits your financial objectives and risk tolerance. Comprehensive information about each fund is available through the Angel One app. Factors to consider during this stage include:
Step 3: Once you’ve made your fund selections, access your Angel One account and navigate to the Mutual Funds section to locate the chosen fund. Since this is a potentially long-term investment, exercise caution when making your selection.
To invest in Bajaj Finserv Mutual Fund through Angel One, a seamless and fully digital KYC process is mentioned above, making your investment journey hassle-free. If you’re a first-time investor, you will be required to provide the following essential documents:
Angel One simplifies the KYC verification, allowing you to access Bajaj Finserv Mutual Funds swiftly and efficiently, whether you’re a new or returning investor.
Your financial goals are within reach with our user-friendly platform. In just 48-72 business hours, your KYC process will be completed, and you can start with a mutual fund journey
| Scheme | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1 Yr Return (%) |
| Bajaj Finserv Flexi Cap Fund | Equity | 4,046.34 | 0 | 11.73 |
| Bajaj Finserv Banking and PSU Fund | Debt | 114.55 | 0 | 8.15 |
| Bajaj Finserv Money Market Fund | Equity | 2,992.30 | 0 | 7.80 |
| Bajaj Finserv Arbitrage Fund | Equity | 951.38 | 0 | 7.51 |
| Bajaj Finserv Liquid Fund | Debt | 4,234.72 | 0 | 7.46 |
| Bajaj Finserv Overnight Fund | Debt | 342.28 | 0 | 6.69 |
| Bajaj Finserv Balanced Advantage Fund | Hybrid | 1,278.31 | 0 | 3.98 |
Note: The above data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Bajaj Finserv Mutual Funds over the past 1 year.
The Bajaj Finserv Flexi Cap Fund is an open-ended dynamic equity scheme that invests across large-cap, mid-cap, and small-cap stocks. The fund aims to achieve long-term capital appreciation by identifying investment opportunities across various sectors and market capitalisations.
The fund is managed by Nimesh Chandan, Sorbh Gupta, and Siddharth Chaudhary and is benchmarked against the NIFTY 500 Total Return Index. The fund has no entry load, while an exit load of 1% applies to redemptions made within 1 year from the date of allotment.
The Bajaj Finserv Banking and PSU Fund is an open-ended debt scheme that predominantly invests in debt and money market instruments issued by banks, public sector undertakings (PSUs), and public financial institutions. The fund aims to generate income over the short to medium term by focusing on high-quality credit instruments.
The fund is managed by Siddharth Chaudhary and Nimesh Chandan and is benchmarked against the CRISIL Banking and PSU Debt Index. The fund has no entry load, and there is no exit load applicable for redemptions.
The Bajaj Finserv Money Market Fund is an open-ended debt scheme that invests in money market instruments with a maturity of up to 1 year. The scheme aims to provide reasonable returns, maintaining high liquidity and low risk.
The fund is managed by Siddharth Chaudhary and Nimesh Chandan and is benchmarked against the NIFTY Money Market Index. The fund has no entry load, and there is no exit load applicable for redemptions.
The Bajaj Finserv Arbitrage Fund is an open-ended scheme investing in arbitrage opportunities in cash and derivative segments of equity markets. The scheme aims to generate income by taking advantage of the price differentials between the cash and derivative markets.
The fund is managed by Ilesh Savla and Siddharth Chaudhary and is benchmarked against the NIFTY 50 Arbitrage Index. The fund has no entry load, while an exit load of 0.25% applies to redemptions made within 30 days from the date of allotment.
The Bajaj Finserv Liquid Fund is an open-ended liquid scheme that aims to provide reasonable returns with low risk and high liquidity by investing in debt and money market instruments.
The fund is managed by Siddharth Chaudhary and Nimesh Chandan and is benchmarked against the CRISIL Liquid Fund Index. The fund has no entry load, and there is no exit load applicable for redemptions.
The Bajaj Finserv Overnight Fund is an open-ended debt scheme that invests in overnight securities, aiming to provide reasonable returns with low risk and high liquidity.
The fund is managed by Siddharth Chaudhary and Nimesh Chandan and is benchmarked against the NIFTY 1D Rate Index. The fund has no entry load, and there is no exit load applicable for redemptions.
The Bajaj Finserv Balanced Advantage Fund is an open-ended dynamic asset allocation scheme that aims to provide long-term capital appreciation and income generation by dynamically adjusting its allocation between equity and debt instruments based on market conditions.
The fund is managed by Nimesh Chandan, Sorbh Gupta, and Siddharth Chaudhary and is benchmarked against the NIFTY 50 Hybrid Composite Debt 50:50 Index. The fund has no entry load, while an exit load of 1% applies to redemptions made within 1 year from the date of allotment.
You can do this in three ways by visiting https://www.angelone.in/mutual-funds, the Angel One App or the AMC’s official website.
Getting the Bajaj Finserv Mutual Fund account statement is simple. Head to the Mutual Funds section in the Angel One App or visit https://www.angelone.in/mutual-funds. Alternatively, you can get the statement by visiting the AMC’s official website.
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