Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

Bajaj Finserv Banking and PSU Fund

Debt Banking and PSU Fund

0

Moderate

0%

₹120.02 cr.

Bajaj Finserv Healthcare Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Bajaj Finserv Healthcare Fund Direct Plan IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Bajaj Finserv Arbitrage Fund

Hybrid Arbitrage Fund

0

Low

0%

₹1,045.24 cr.

Bajaj Finserv Arbitrage Fund Direct Plan IDCW Payout

Hybrid Arbitrage Fund

0

Low

0%

₹1,045.24 cr.

Bajaj Finserv Flexi Cap Fund

Equity Flexi Cap Fund

0

Very High

0%

₹3,779.86 cr.

Bajaj Finserv Large and Mid Cap Fund

Equity Large & Mid Cap Fund

0

Very High

0%

₹1,552.82 cr.

Bajaj Finserv Banking and PSU Fund Direct Plan Monthly IDCW Reinvestment

Debt Banking and PSU Fund

0

Moderate

0%

₹120.02 cr.

Bajaj Finserv Large and Mid Cap Fund Direct Plan IDCW Payout

Equity Large & Mid Cap Fund

0

Very High

0%

₹1,552.82 cr.

Bajaj Finserv Consumption Fund Direct IDCW Payout

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Bajaj Finserv Banking and PSU Fund Direct Plan Monthly IDCW Payout

Debt Banking and PSU Fund

0

Moderate

0%

₹120.02 cr.

Bajaj Finserv Consumption Fund Direct Growth

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Bajaj Finserv Consumption Fund Direct IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

Bajaj Finserv Flexi Cap Fund Direct Plan IDCW Payout

Equity Flexi Cap Fund

0

Very High

0%

₹3,779.86 cr.

Bajaj Finserv Multi Asset Allocation Fund Direct IDCW Payout

Hybrid Multi Asset Allocation

0

Very High

0%

₹1,098.34 cr.

Bajaj Finserv Banking and PSU Fund Direct Plan IDCW Payout

Debt Banking and PSU Fund

0

Moderate

0%

₹120.02 cr.

Bajaj Finserv Banking and PSU Fund Direct Plan IDCW Reinvestment

Debt Banking and PSU Fund

0

Moderate

0%

₹120.02 cr.

Bajaj Finserv Liquid Fund

Debt Liquid Fund

0

Moderately Low

0%

₹4,561.06 cr.

Bajaj Finserv Balanced Advantage Fund Direct Plan IDCW Reinvestment

Hybrid Dynamic Asset Allocation or Balanced Advantage

0

High

0%

₹1,307.77 cr.

Bajaj Finserv Liquid Fund Direct Plan Monthly IDCW Reinvestment

Debt Liquid Fund

0

Moderately Low

0%

₹4,561.06 cr.

Bajaj Finserv Flexi Cap Fund Direct Plan IDCW Reinvestment

Equity Flexi Cap Fund

0

Very High

0%

₹3,779.86 cr.

Bajaj Finserv Liquid Fund Direct Plan Monthly IDCW Payout

Debt Liquid Fund

0

Moderately Low

0%

₹4,561.06 cr.

Bajaj Finserv Multi Asset Allocation Fund

Hybrid Multi Asset Allocation

0

Very High

0%

₹1,098.34 cr.

Bajaj Finserv Overnight Fund

Debt Overnight Fund

0

Low

0%

₹452.29 cr.

Bajaj Finserv Overnight Fund Direct Plan Monthly IDCW Reinvestment

Debt Overnight Fund

0

Low

0%

₹452.29 cr.

Bajaj Finserv Arbitrage Fund Direct Plan IDCW Reinvestment

Hybrid Arbitrage Fund

0

Low

0%

₹1,045.24 cr.

Bajaj Finserv Multi Asset Allocation Fund Direct IDCW Reinvestment

Hybrid Multi Asset Allocation

0

Very High

0%

₹1,098.34 cr.

Bajaj Finserv Balanced Advantage Fund Direct Plan IDCW Payout

Hybrid Dynamic Asset Allocation or Balanced Advantage

0

High

0%

₹1,307.77 cr.

Bajaj Finserv Large Cap Fund Direct Plan Growth

Equity Large Cap Fund

0

Very High

0%

₹1,216.82 cr.

Bajaj Finserv Overnight Fund Direct Plan Monthly IDCW Payout

Debt Overnight Fund

0

Low

0%

₹452.29 cr.

Bajaj Finserv Large Cap Fund Direct Plan IDCW Reinvestment

Equity Large Cap Fund

0

Very High

0%

₹1,216.82 cr.

Bajaj Finserv Money Market Fund

Debt Money Market Fund

0

Moderately Low

0%

₹2,555.79 cr.

Bajaj Finserv Balanced Advantage Fund

Hybrid Dynamic Asset Allocation or Balanced Advantage

0

High

0%

₹1,307.77 cr.

Bajaj Finserv Large Cap Fund Direct Plan IDCW Payout

Equity Large Cap Fund

0

Very High

0%

₹1,216.82 cr.

Bajaj Finserv Money Market Fund Direct Plan IDCW Reinvestment

Debt Money Market Fund

0

Moderately Low

0%

₹2,555.79 cr.

Bajaj Finserv Money Market Fund Direct Plan IDCW Payout

Debt Money Market Fund

0

Moderately Low

0%

₹2,555.79 cr.

Bajaj Finserv Money Market Fund Direct Plan Monthly IDCW Reinvestment

Debt Money Market Fund

0

Moderately Low

0%

₹2,555.79 cr.

Bajaj Finserv Large and Mid Cap Fund Direct Plan IDCW Reinvestment

Equity Large & Mid Cap Fund

0

Very High

0%

₹1,552.82 cr.

Bajaj Finserv Money Market Fund Direct Plan Monthly IDCW Payout

Debt Money Market Fund

0

Moderately Low

0%

₹2,555.79 cr.

Bajaj Finserv Healthcare Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

0%

₹0.00 cr.

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

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 (5 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.

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

When it comes to evaluating the best Bajaj Finserv Mutual Funds, you can consider returns and risks as the primary metrics. However, there are other factors, such as AUM, volatility, and tracking error, that give you deeper insights into a fund’s performance. So be sure to consider these as well.

Name Sub Category AUM (₹ in crore) Minimum Investment(₹) Absolute Return 3M (%)
Bajaj Finserv Liquid Fund Liquid Fund 2,666.81 1,000 1.72
Bajaj Finserv Flexi Cap Fund Flexi Cap Fund 1,442.74 1,000 0.00
Bajaj Finserv Money Market Fund Money Market Fund 1,277.16 1,000 2.08
Bajaj Finserv Overnight Fund Overnight Fund 467.57 1,000 1.67

**All data as of October 30, 2023.

Selection Criteria: The funds chosen have demonstrated the highest absolute returns over the past 3 months.

Note: Funds with no returns have not crossed the time threshold yet.

Bajaj Finserv Liquid Fund

This is a Liquid Fund with an Asset Under Management (AUM) of ₹2,666.81 crore. It is known for its low expense ratio of 0.11%, making it cost-effective for investors. The SEBI Risk Category is ‘Moderately Low,’ indicating a relatively stable investment. The exit load is minimal at 0.006%, and the minimum Systematic Investment Plan (SIP) amount is ₹1,000. Over the past three months, it has delivered an absolute return of 1.72%.

Bajaj Finserv Flexi Cap Fund

As a Flexi Cap Fund, it manages an AUM of ₹1,442.74 crore. Investors should note that it has a higher expense ratio of 0.79%, reflecting a bit higher cost. This fund falls under the ‘Very High’ SEBI Risk Category, which signifies a higher level of risk. It carries an exit load of 1% and has a minimum SIP requirement of ₹1,000.

Bajaj Finserv Money Market Fund

This Money Market Fund has an AUM of ₹1,277.16 crore. It offers a reasonable expense ratio of 0.22%. The SEBI Risk Category is ‘Moderately Low,’ indicating a moderate level of risk. There is no exit load associated with this fund, making it flexible for investors. The minimum SIP amount is ₹1,000, and it has shown an attractive absolute return of 2.08% over the past 3 months.

Bajaj Finserv Overnight Fund

As an Overnight Fund, it manages an AUM of ₹467.57 crore. It boasts a very low expense ratio of 0.08%, which can be cost-effective. The SEBI Risk Category is ‘Moderately Low,’ denoting a relatively low level of risk. There is no exit load associated with this fund, and the minimum SIP investment required is ₹1,000. Over the last 3 months, it has demonstrated an absolute return of 1.67%.

Mutual Funds Calculators

Bajaj Finserv Mutual Fund FAQs

Should I invest in the Bajaj Finserv Mutual Fund scheme?

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.

How to start Bajaj Finserv Mutual Fund SIP online?

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.

How to redeem Bajaj Finserv Mutual Funds online?

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.

How much time does it take to redeem Bajaj Finserv Mutual Fund?

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.

What are the redemption charges of Bajaj Finserv Mutual Fund?

Redemption charges depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.

How to increase the SIP amount in Bajaj Finserv Mutual Fund?

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.

How can I get the Bajaj Finserv Mutual Fund statement?

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.

What is the best Bajaj Finserv Mutual Fund?

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.

What determines the taxes on mutual fund returns?

  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