Bajaj Finserv Mutual Fund Revises Minimum Application Amount in 2 Index Funds

Bajaj Finserv Mutual Fund has revised the minimum investment limits for 2 of its index fund schemes. The changes relate to the Bajaj Finserv Nifty 50 Index Fund and the Bajaj Finserv Nifty Next 50 Index Fund. The revised limits will take effect from February 2, 2026. 

The update applies to fresh lump sum investments, switch-in transactions, and additional purchases. The fund house has increased the minimum amounts required across all these categories. 

Higher Minimum for Fresh Purchases 

For fresh lump sum investments made during the ongoing offer period, the minimum application amount has been raised to ₹5,000 per application. This replaces the earlier minimum of ₹500. 

Investments above the minimum amount can continue to be made in multiples of ₹1, as per the existing structure. 

Switch-In Transactions Revised 

The minimum amount required for switch-in transactions has also been increased. From the effective date, investors switching into either of the 2 schemes will need to apply a minimum of ₹5,000 per transaction. 

Earlier, switch-ins were permitted with a minimum amount of ₹500, with ₹1 multiples allowed thereafter. 

Increase in Additional Purchase Amount 

The fund house has revised the minimum amount for additional lump sum investments made on an ongoing basis. The minimum additional purchase amount has been increased to ₹1,000 per application, compared with the earlier threshold of ₹100. 

As before, additional investments can be made in multiples of ₹1 after meeting the minimum requirement. 

Schemes Covered Under the Revision 

The revised minimum investment limits apply only to the following schemes: 

• Bajaj Finserv Nifty 50 Index Fund
• Bajaj Finserv Nifty Next 50 Index Fund 

No other schemes have been included in this change. 

Read More: Bajaj Finserv AMC January Rebalancing: Key Changes In Flexi Cap And Large Cap Funds! 

Conclusion 

The revision changes the minimum investment thresholds for fresh, switch-in, and additional lump sum transactions in two index fund schemes. The updated limits will apply to all eligible applications submitted on or after February 2, 2026. 

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.