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Bajaj Finserv Mutual Fund
Bajaj Finserv Mutual Fund, incorporated on March 1, 2023, is a relatively new player in the mutual fund industry. The fund manages an AUM (Assets Under Management) of ₹ 14793.41 crore. The fund house offers a diverse range of schemes, including equity, debt, and hybrid funds, catering to various investor needs. Despite its recent entry, Bajaj Finserv Mutual Fund has quickly gained attention for its innovative products and strong performance. It aims to provide robust investment solutions to retailers, HNI (high-net-worth individuals), and institutional investors.
Bajaj Finserv Mutual Fund, incorporated on March 1, 2023, is a relatively new player in the mutual fund industry. The fund manages an AUM (Assets Under Management) of ₹ 14793.41 crore. The fund house offers a diverse range of schemes, including equity, debt, and hybrid funds, catering to various investor needs. Despite its recent entry, Bajaj Finserv Mutual Fund has quickly gained attention for its innovative products and strong performance. It aims to provide robust investment solutions to retailers, HNI (high-net-worth individuals), and institutional investors.
Bajaj Finserv Healthcare Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
15.17%Min. Invest
₹500
AUM
₹354.03 Cr
Bajaj Finserv Multi Asset Allocation Fund-Dir (G)
Equity | Multi Asset Allocation
1Y returns
10.91%Min. Invest
₹500
AUM
₹1,875.45 Cr
Bajaj Finserv Small Cap Fund - Direct (G)
Equity | Small Cap Fund
1Y returns
9.66%Min. Invest
₹500
AUM
₹2,210.90 Cr
Bajaj Finserv Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
7.33%Min. Invest
₹500
AUM
₹7,768.94 Cr
Bajaj Finserv Arbitrage Fund - Direct (G)
Equity | Arbitrage Fund
1Y returns
6.51%Min. Invest
₹500
AUM
₹1,208.65 Cr
Bajaj Finserv Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
6.37%Min. Invest
₹100
AUM
₹4,351.90 Cr
Bajaj Finserv Money Market Fund - Direct (G)
Equity | Money Market Fund
1Y returns
6.30%Min. Invest
₹1,000
AUM
₹3,904.48 Cr
Bajaj Finserv Nifty Next 50 Index Fund - Dir (G)
Equity | Index Fund
1Y returns
6.22%Min. Invest
₹5,000
AUM
₹31.14 Cr
Bajaj Finserv Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
5.99%Min. Invest
₹500
AUM
₹1,429.44 Cr
Bajaj Finserv Overnight Fund - Direct (G)
Equity | Overnight Fund
1Y returns
5.39%Min. Invest
₹100
AUM
₹680.42 Cr
Bajaj Finserv Banking and PSU Fund - Dir (G)
Equity | Banking and PSU Fund
1Y returns
4.76%Min. Invest
₹1,000
AUM
₹368.55 Cr
Bajaj Finserv ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
4.39%Min. Invest
₹500
AUM
₹87.40 Cr
Bajaj Finserv Balanced Advantage Fund - Dir (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
3.97%Min. Invest
₹500
AUM
₹1,238.84 Cr
Bajaj Finserv Large Cap Fund - Direct (G)
Equity | Large Cap Fund
1Y returns
2.97%Min. Invest
₹500
AUM
₹1,606.70 Cr
Bajaj Finserv Gilt Fund - Direct (G)
Equity | Gilt Fund
1Y returns
2.52%Min. Invest
₹5,000
AUM
₹25.56 Cr
Bajaj Finserv Large and Mid Cap Fund - Dir (G)
Equity | Large & Mid Cap Fund
1Y returns
1.48%Min. Invest
₹500
AUM
₹2,403.17 Cr
Bajaj Finserv Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
-2.35%Min. Invest
₹5,000
AUM
₹38.45 Cr
Bajaj Finserv Consumption Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
-2.59%Min. Invest
₹500
AUM
₹608.45 Cr
Bajaj Finserv Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
%Min. Invest
₹500
AUM
₹37.27 Cr
Bajaj Finserv Banking and Financial Services Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
%Min. Invest
₹500
AUM
₹463.88 Cr
About Bajaj Finserv Mutual Fund
Bajaj Finserv Mutual Fund, as one of the newer entrants in India's mutual fund industry, has established clear and ambitious goals to create a significant impact in the investment management space. The primary goal of Bajaj Finserv Mutual Fund is to leverage the strong brand equity and trust associated with the Bajaj Group to build a robust asset management business that serves diverse investor needs. The fund house aims to democratize investing by making mutual fund products accessible to investors across different demographic segments, including those from smaller cities and towns.
A key objective is to promote financial literacy and investment awareness among potential investors through comprehensive education initiatives and digital content distribution. The fund house strives to build innovative investment solutions that align with changing market dynamics and evolving investor preferences, particularly focusing on new-age investment themes and sectors. Bajaj Finserv Mutual Fund aims to establish a strong digital presence by developing user-friendly platforms and tools that simplify the investment process for tech-savvy investors.
One of its crucial goals is to maintain transparency in operations and communication, ensuring that investors have clear visibility into their investments and the fund's investment strategies. The fund house focuses on building a robust risk management framework to protect investor interests while aiming for optimal returns across different market cycles. It aims to create a diverse range of investment products across equity, debt, and hybrid categories to cater to various risk appetites and investment horizons.
Bajaj Finserv Mutual Fund has set goals to develop strong relationships with distribution partners, including banks, financial advisors, and online platforms, to enhance its market reach. The fund house aims to leverage data analytics and artificial intelligence to provide personalized investment solutions and improve the customer service experience. Building a team of experienced fund managers and investment professionals who can deliver consistent performance across different market conditions is another key objective.
The mutual fund aims to promote sustainable investing practices by incorporating ESG (Environmental, Social, and Governance) factors into its investment decision-making process. It seeks to establish benchmark-beating performance across its fund categories while maintaining prudent risk management practices. The fund house has set goals to achieve significant assets under management (AUM) growth through organic expansion and innovative product offerings.
Developing a strong research-based investment approach that can identify emerging opportunities across market segments is a crucial objective for the fund house. Bajaj Finserv Mutual Fund aims to build long-term relationships with investors by focusing on consistent performance and excellent customer service. The fund house seeks to contribute to the overall growth of India's mutual fund industry by introducing best practices in fund management and investor service.
Creating a robust technological infrastructure that can support seamless investment processes and provide real-time information to investors is another important goal. The fund house aims to establish itself as a thought leader in the investment management space through regular market insights and investment perspectives. It focuses on building a strong compliance culture that adheres to all regulatory requirements while promoting ethical business practices.
How to Invest in Bajaj Finserv Mutual Fund?
Investing allows you to grow your wealth over time, helping you achieve long-term financial goals like buying a home or planning for retirement. With proper investing, you can potentially earn higher returns compared to traditional savings accounts, which often don’t keep up with inflation.
Diversifying your investments across different asset classes, such as stocks, bonds, and mutual funds, can reduce risk and provide a balanced approach to wealth accumulation. Additionally, investing can offer tax benefits, depending on the type of investment and your country’s tax laws.
Overall, investing is a strategic way to build financial security and ensure a prosperous future.
Here are some steps to guide you:
Step 1: Login or Register
Create an account on Torus Digital or log in to your existing account on the mutual fund platform.
Step 2: Validate Identity Proof
Use Digilocker to digitally verify your identity without needing physical documents, ensuring a quick and secure process.
Step 3: Level of Risk (Low, Medium, or High)
Assess your risk tolerance by choosing between low, medium, or high risk based on your investment goals and comfort level.
Step 4: Choose a Mutual Fund Scheme
Select a mutual fund scheme that aligns with your risk profile and financial objectives from the available options.
Step 5: One Time (Lumpsum) or SIP
Decide whether to invest a lump sum amount at once or opt for a Systematic Investment Plan (SIP) for regular investments.
Step 6: SIP Placement for Your Investment
Set up your SIP to start on the same day, or choose a specific day each month for your investments.
Your Torus account will reflect the Bajaj Finserv Mutual Fund in India you have invested in within 3 to 4 working days.
Top 10 Bajaj Finserv Mutual Fund
| Scheme Name | Min. Invest | AUM (In Cr) | ||
|---|---|---|---|---|
Bajaj Finserv Healthcare Fund - Direct (G) Sectoral / Thematic | Equity | 15.17% | ₹500 | ₹354.03 | |
Bajaj Finserv Multi Asset Allocation Fund-Dir (G) Multi Asset Allocation | Hybrid | 10.91% | ₹500 | ₹1,875.45 | |
Bajaj Finserv Small Cap Fund - Direct (G) Small Cap Fund | Equity | 9.66% | ₹500 | ₹2,210.90 | |
Bajaj Finserv Flexi Cap Fund - Direct (G) Flexi Cap Fund | Equity | 7.33% | ₹500 | ₹7,768.94 | |
Bajaj Finserv Arbitrage Fund - Direct (G) Arbitrage Fund | Hybrid | 6.51% | ₹500 | ₹1,208.65 | |
Bajaj Finserv Liquid Fund - Direct (G) Liquid Fund | Debt | 6.37% | ₹100 | ₹4,351.90 | |
Bajaj Finserv Money Market Fund - Direct (G) Money Market Fund | Debt | 6.30% | ₹1,000 | ₹3,904.48 | |
Bajaj Finserv Nifty Next 50 Index Fund - Dir (G) Index Fund | Other | 6.22% | ₹5,000 | ₹31.14 | |
Bajaj Finserv Multi Cap Fund - Direct (G) Multi Cap Fund | Equity | 5.99% | ₹500 | ₹1,429.44 | |
Bajaj Finserv Overnight Fund - Direct (G) Overnight Fund | Debt | 5.39% | ₹100 | ₹680.42 | |
Top 10 Bajaj Finserv Mutual Fund
Bajaj Finserv Healthcare Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
15.17%Min. Invest
₹500
AUM
₹354.03 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.17%, 9.50%, and 9.50%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Multi Asset Allocation Fund-Dir (G)
Equity | Multi Asset Allocation
1Y returns
10.91%Min. Invest
₹500
AUM
₹1,875.45 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.91%, 11.38%, and 11.38%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Small Cap Fund - Direct (G)
Equity | Small Cap Fund
1Y returns
9.66%Min. Invest
₹500
AUM
₹2,210.90 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.66%, 9.60%, and 9.60%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
7.33%Min. Invest
₹500
AUM
₹7,768.94 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.33%, 18.05%, and 18.05%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Arbitrage Fund - Direct (G)
Equity | Arbitrage Fund
1Y returns
6.51%Min. Invest
₹500
AUM
₹1,208.65 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.51%, 7.07%, and 7.07%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
6.37%Min. Invest
₹100
AUM
₹4,351.90 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.37%, 6.99%, and 6.99%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹1,000.
Bajaj Finserv Money Market Fund - Direct (G)
Equity | Money Market Fund
1Y returns
6.30%Min. Invest
₹1,000
AUM
₹3,904.48 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.30%, 7.50%, and 7.50%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹1,000.
Bajaj Finserv Nifty Next 50 Index Fund - Dir (G)
Equity | Index Fund
1Y returns
6.22%Min. Invest
₹5,000
AUM
₹31.14 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.22%, 12.70%, and 12.70%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
5.99%Min. Invest
₹500
AUM
₹1,429.44 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.99%, 15.87%, and 15.87%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Overnight Fund - Direct (G)
Equity | Overnight Fund
1Y returns
5.39%Min. Invest
₹100
AUM
₹680.42 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 5.39%, 6.17%, and 6.18%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹1,000.
Bajaj Finserv Banking and PSU Fund - Dir (G)
Equity | Banking and PSU Fund
1Y returns
4.76%Min. Invest
₹1,000
AUM
₹368.55 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.76%, 7.57%, and 7.57%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹1000, while the SIP option requires a minimum of ₹1,000.
Bajaj Finserv ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
4.39%Min. Invest
₹500
AUM
₹87.40 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.39%, 12.58%, and 12.58%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Balanced Advantage Fund - Dir (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
3.97%Min. Invest
₹500
AUM
₹1,238.84 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.97%, 7.82%, and 7.82%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Large Cap Fund - Direct (G)
Equity | Large Cap Fund
1Y returns
2.97%Min. Invest
₹500
AUM
₹1,606.70 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.97%, 1.98%, and 1.98%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Gilt Fund - Direct (G)
Equity | Gilt Fund
1Y returns
2.52%Min. Invest
₹5,000
AUM
₹25.56 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.52%, 4.97%, and 4.97%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹1,000.
Bajaj Finserv Large and Mid Cap Fund - Dir (G)
Equity | Large & Mid Cap Fund
1Y returns
1.48%Min. Invest
₹500
AUM
₹2,403.17 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.48%, 10.80%, and 10.80%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
-2.35%Min. Invest
₹5,000
AUM
₹38.45 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -2.35%, -0.94%, and -0.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Consumption Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
-2.59%Min. Invest
₹500
AUM
₹608.45 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -2.59%, -2.82%, and -2.82%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
%Min. Invest
₹500
AUM
₹37.27 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.69%, 4.69%, and 4.69%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Bajaj Finserv Banking and Financial Services Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
%Min. Invest
₹500
AUM
₹463.88 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 1.19%, 1.19%, and 1.19%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
FAQ’s
How to Start Bajaj Finserv Mutual Fund SIP Online?
Log in or register on Torus Digital or the Bajaj Finserv Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.
How to Calculate Bajaj Finserv Mutual Fund SIP?
Use our Bajaj Finserv SIP Calculator and Bajaj Finserv Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.
How to Redeem Bajaj Finserv Mutual Fund?
Log in to your account on Torus Digital or the Bajaj Finserv Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.
How Much Time Does It Take to Redeem Bajaj Finserv Mutual Fund?
It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.
Why Should I Invest in Bajaj Finserv Mutual Fund?
Bajaj Finserv Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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