Bajaj Finserv Mutual Fund

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

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

Note: The data above is as of Feb 5, 2026 and is sorted and ranked as per the AUM.

Bajaj Finserv Flexi Cap Fund

Bajaj Finserv Flexi Cap Fund seeks to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisations. 

The fund has an expense ratio of 0.48% and is managed by Nimesh Chandan along with two other fund managers.

Bajaj Finserv Money Market Fund

Bajaj Finserv Money Market Fund aims to generate regular income by investing in a portfolio comprising money market instruments. 

The fund has an expense ratio of 0.11% and is managed by Siddharth Chaudhary along with one other fund manager.

Bajaj Finserv Liquid Fund

Bajaj Finserv Liquid Fund seeks to provide income while preserving capital, maintaining lower risk and high liquidity through investments primarily in money market and debt securities with maturities of up to 91 days. 

The fund has an expense ratio of 0.08% and is managed by Siddharth Chaudhary along with one other fund manager.

Bajaj Finserv Large and Mid Cap Fund

Bajaj Finserv Large and Mid Cap Fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities, predominantly in large-cap and mid-cap stocks across sectors. 

The fund has an expense ratio of 0.59% and is managed by Nimesh Chandan along with two other fund managers.

Bajaj Finserv Small Cap Fund

Bajaj Finserv Small Cap Fund aims to generate long-term capital appreciation by investing in equity and equity-related securities of small-cap companies. 

The fund has an expense ratio of 0.55% and is managed by Nimesh Chandan along with two other fund managers.

Bajaj Finserv Large Cap Fund

Bajaj Finserv Large Cap Fund seeks to generate long-term capital appreciation and income distribution by predominantly investing in equity and equity-related instruments of large-cap companies.

The fund has an expense ratio of 0.59% and is managed by Nimesh Chandan along with two other fund managers.

Bajaj Finserv Multi Asset Allocation Fund

Bajaj Finserv Multi Asset Allocation Fund aims to generate income and capital appreciation by investing across equity, equity-related securities, fixed income instruments, derivatives, Gold ETFs, Silver ETFs, exchange-traded commodity derivatives, and units of REITs and InvITs. 

The fund has an expense ratio of 0.49% and is managed by Sorbh Gupta along with three other fund managers.

Bajaj Finserv Balanced Advantage Fund

Bajaj Finserv Balanced Advantage Fund seeks to capture equity upside while managing downside risk through dynamic allocation across equity, debt, money market instruments and derivatives. 

The fund has an expense ratio of 0.56% and is managed by Nimesh Chandan along with two other fund managers.

Bajaj Finserv Arbitrage Fund

Bajaj Finserv Arbitrage Fund aims to generate returns by investing in arbitrage opportunities across the cash and derivatives segments of equity markets, while deploying the balance in debt and money market instruments.

The fund has an expense ratio of 0.36% and is managed by Ilesh Savla along with one other fund manager.

Bajaj Finserv Multi Cap Fund

Bajaj Finserv Multi Cap Fund seeks to generate long-term capital appreciation by investing in equity and equity-related securities across large-cap, mid-cap and small-cap companies. 

The fund has an expense ratio of 0.67% and is managed by Nimesh Chandan along with two other fund managers.