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Equity Savings📊 NIFTY Equity Savings Index(SEBI default)

Bajaj Finserv Equity Savings Fund · Regular · Growth

Bajaj Finserv Mutual Fund

NAV

₹10.3960

as of 31 Jul 2026

Expense Ratio

1.30%

AUM

₹35 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+3.96%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+4.33%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Performance Comparison

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Fund Details

Fund HouseBajaj Finserv Mutual Fund
CategoryEquity Savings
BenchmarkNIFTY Equity Savings Index
Launch Date19 Aug 2025
AMFI Code153769
Transaction facts
Min. Lumpsum₹500
Min. SIP₹1,000
Exit LoadIf units redeemed/switched out within 7 days from allotment date, 0.25% of the applicable NAV If units redeemed/switched out after 7 days from allotment date NIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Bajaj Finserv Equity Savings Fund · Regular · Growth by Bajaj Finserv Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.

About This Fund

Bajaj Finserv Equity Savings Fund · Regular · Growth is a Equity Savings mutual fund offered by Bajaj Finserv Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹35.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Equity Savings Index. The current expense ratio is 1.30%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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