Bajaj Finserv Mutual Fund Cuts Minimum Investment for Equity Savings Fund

Bajaj Finserv Mutual Fund has announced a revision in the minimum investment amount for its Bajaj Finserv Equity Savings Fund, effective October 30, 2025. The change applies to both lump-sum investments and Systematic Investment Plans (SIPs), along with redemptions.

Lower Minimum SIP Amount

As per the latest update, the minimum SIP amount under the scheme has been reduced from ₹500 to ₹250 per application. This adjustment applies uniformly across all SIP registrations, giving investors the option to invest smaller amounts at regular intervals.

Change in Purchase and Redemption Thresholds

The fund house has also reduced the minimum purchase and redemption amount from ₹500 to ₹250 per application. This means investors can now buy or redeem units of the Bajaj Finserv Equity Savings Fund with lower transaction values. The change is applicable to both existing and new investors from the effective date.

Implementation Timeline

These revised limits will come into effect from October 30, 2025, as mentioned in the addendum released by Bajaj Finserv Mutual Fund. All transactions submitted on or after this date will follow the new minimum investment criteria.

About Bajaj Finserv Equity Savings Fund

The Bajaj Finserv Equity Savings Fund is an open-ended scheme investing in a combination of equity, arbitrage, and debt instruments. It is to provide a blend of income and capital appreciation through diversified asset allocation. The changes announced are administrative in nature and do not affect the fund’s investment objective, portfolio structure, or risk profile.

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Conclusion

The revised investment and redemption limits aim to simplify participation in the Bajaj Finserv Equity Savings Fund. With the minimum amount now set at ₹250 per transaction, investors can carry out smaller purchases, SIPs, or redemptions from October 30, 2025, onwards. The fund’s other features and operational guidelines remain unchanged.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.