Bajaj Finserv Equity Savings Fund · Regular · Growth
NAV
₹10.3490
as of 17 Jun 2026
Expense Ratio
1.30%
AUM
₹30 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.49%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.49%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹5,000
Invested
₹5,066
Value today
3.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,029
Value today
3.6%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,23,903
Value today
+1.1%
vs lumpsum
STP beat direct lumpsum by 1.1% — reduced timing risk paid off
Model your own STP with real NAVPerformance Comparison
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Fund Details
Available transactions
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 ₹29.9 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