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Bajaj Finserv Mutual Fund

AUM
₹32,115.75 cr.
No. of Schemes
63
AMC Age
4Yrs
Bajaj Finserv Mutual Fund is backed by the well-respected Bajaj brand. They offer a variety of mutual funds to suit different investor needs and risk Bajaj Finserv Mutual Fund is backed by the well-respected Bajaj brand. They offer a variety of mutual funds to suit different investor needs and risk appetites. The fund also has a user-friendly platform that makes it easy to invest and track your investments.Read More

List of Top Bajaj Finserv Mutual Fund Schemes

Fund Name
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Expenses Ratio
1y Return
3Y Returns
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About Bajaj Finserv Mutual Fund

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.

Bajaj Finserv Mutual Fund Key Information

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

Bajaj Finserv Mutual Fund Managers

NC

Nimesh Chandan

Fund Manager since Mar 2024 (2 years)

SC

Siddharth Chaudhary

Fund Manager since Aug 2023 (3 years)

SG

Sorbh Gupta

Fund Manager since Aug 2023 (3 years)

How to Invest in Bajaj Finserv Mutual Fund via Angel One?

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:

  • Search for the specific fund you wish to invest in or review the curated list of funds available on Angel One, covering various categories.
  • Evaluate the fund's historical performance, tax implications, and its investments in various sectors and companies. You can also utilise the provided calculator to estimate potential returns.
  • Assess the fund's risk level and ensure it aligns with your own risk tolerance.
  • Take into consideration the fund's ratings provided by reputable rating agencies, typically on a scale from 1 to 5.
  • Consider the fund's expense ratio to gauge the associated costs of your investment.

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.

  • Decide whether you prefer to invest through a Systematic Investment Plan (SIP) or make a lump-sum investment.
  • Choose your monthly SIP date and specify the amount you wish to invest, selecting your preferred payment method, ideally UPI or net banking.
  • If you opt for SIP, establish an AutoPay for effortless future instalments.

Documents Required To Invest in Bajaj Finserv Mutual Fund

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:

  1. PAN card details (mandatory)
  2. Personal information (full name, mobile number, email address)
  3. Address proof - Aadhar card is the recommended option, including both the front and back sides
  4. Bank account details, with a cancelled cheque if deemed necessary
  5. Nominee details and FATCA declarations

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

Top Bajaj Finserv Mutual Fund to Invest

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.

1. Bajaj Finserv Flexi Cap Fund

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.

2. Bajaj Finserv Banking and PSU Fund

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.

3. Bajaj Finserv Money Market Fund

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.

4. Bajaj Finserv Arbitrage Fund

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.

5. Bajaj Finserv Liquid Fund

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.

6. Bajaj Finserv Overnight Fund

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.

7. Bajaj Finserv Balanced Advantage Fund

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.  

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Bajaj Finserv Mutual Fund FAQs

Bajaj Finserv Mutual Fund is one of the emerging in India, marking its position in the market. Evaluating the funds based on other factors such as risk, volatility, fund manager’s experience, and your own return expectations and risk tolerance can help you choose the best fund suited for your terms.
You can start investing in Bajaj Finserv Mutual Funds SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.
For online investments, you can redeem your units in three ways. First, via the Angel One App under the Mutual Funds section. Second, by visiting https://www.angelone.in/mutual-funds. Finally, you can also redeem your Bajaj Finserv Mutual Fund units by visiting the AMC's website.
It takes T+2 working days to redeem Bajaj Finserv Mutual Fund units. On Angel One, you can see the tentative date of the transaction, which helps in planning your finances well.
Redemption charges depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.

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.

The best Bajaj Finserv Mutual Fund depends on various factors personal to you (risk tolerance and return expectation) and regarding the fund’s performance (volatility, returns, risk, AUM, tracking error, and expense ratio). Choose a fund only after evaluating it based on the above factors. Also, take a look at the fund’s historical performance and how experienced the fund manager is.
  1. Type of the fund debt fund or equity fund
  2. Holding period short term or long term. Note that the definition of short and long-term depends on the type of fund
  3. Total capital gains on selling the fund
  4. Dividends received
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