Bajaj Finserv Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 39
- Average annual returns 23.68%
About Bajaj Finserv Mutual Fund
Bajaj Finserv Mutual Fund, supported by one of India's well-known and oldest brands, is ranked 29th among its competitors. This AMC offers a total of 9 funds, including 3 equity funds, 4 debt funds, and 2 hybrid funds. By making wise investment choices, the plan seeks to preserve money, reduce risk, and guarantee adequate liquidity all while maintaining a consistent income. This mutual fund house has various schemes registered with the Securities and Exchange Board of India (SEBI), including liquid funds, overnight funds, money market funds, flexi cap, arbitrage funds, balanced advantage funds, and large and midcap funds. Since its launch, the flagship plan, Bajaj Finserv Flexi Cap Fund, has demonstrated a remarkable average annualized return of 15.69%.
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Launched in
01-Jan-1970
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AMC Age
0 Years
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Website
https://www.bajajamc.com -
Email Address
compliance@bajajamc.com
Top Performing Bajaj Finserv Mutual Fund in India for High Returns
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Lumpsum 3Y P.a
15.83%
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SIP 3Y P.a.
-
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Return Vs Category
High |
Risk Vs Category
High |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Below Average |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Above Average |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Above Average |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
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Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
-4.64%
|
1 Month
0.55%
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3 Months
-7.88%
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6 Months
15.09%
|
1 Year
31.32%
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Invest | ||
1 Week
-3.35%
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1 Month
1.78%
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3 Months
-5.47%
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6 Months
2.97%
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1 Year
29.56%
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Invest | ||
1 Week
-3.29%
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1 Month
-0.04%
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3 Months
-6.9%
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6 Months
-1.59%
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1 Year
8.32%
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Invest | ||
1 Week
-0.04%
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1 Month
0.45%
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3 Months
1.39%
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6 Months
4.05%
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1 Year
7.79%
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Invest | ||
1 Week
0.12%
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1 Month
0.56%
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3 Months
1.72%
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6 Months
3.49%
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1 Year
7.32%
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Invest | ||
1 Week
0.21%
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1 Month
0.47%
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3 Months
1.53%
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6 Months
3.17%
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1 Year
6.96%
|
Invest | ||
1 Week
0.13%
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1 Month
0.56%
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3 Months
1.6%
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6 Months
3.24%
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1 Year
6.67%
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Invest | ||
1 Week
-3.19%
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1 Month
1.63%
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3 Months
-6.37%
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6 Months
1.92%
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1 Year
-
|
Invest | ||
1 Week
-3.14%
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1 Month
-0.05%
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3 Months
-5.88%
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6 Months
0.31%
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1 Year
-
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Invest | ||
1 Week
-
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1 Month
-
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3 Months
-
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6 Months
-
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1 Year
-
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Invest |
2 Years
20.68%
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3 Years
15.83%
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5 Years
19.17%
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Annual Rt
14.4%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
|
Annual Rt
40.93%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
|
Annual Rt
13.56%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
|
Annual Rt
6.37%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
|
Annual Rt
7.18%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
|
Annual Rt
6.55%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
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Annual Rt
6.7%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
|
Annual Rt
22.67%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
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Annual Rt
8.33%
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Invest | ||
2 Years
-
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3 Years
-
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5 Years
-
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Annual Rt
-
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Invest |
1 Year
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2 Years
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3 Years
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5 Years
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1 Year
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2 Years
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3 Years
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5 Years
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1 Year
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2 Years
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3 Years
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5 Years
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1 Year
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3 Years
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5 Years
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1 Year
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2 Years
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3 Years
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5 Years
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3 Years
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5 Years
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1 Year
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2 Years
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3 Years
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5 Years
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1 Year
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2 Years
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3 Years
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5 Years
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1 Year
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2 Years
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3 Years
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5 Years
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Invest | ||
1 Year
-
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2 Years
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3 Years
-
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5 Years
-
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Invest |
1 Year
0%
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3 Years
0%
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5 Years
0%
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1 Year
0%
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3 Years
0%
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5 Years
0%
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1 Year
0%
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3 Years
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3 Years
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1 Year
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3 Years
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3 Years
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5 Years
0%
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Invest |
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Alpha
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Beta
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Sharpe Ratio
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Invest | ||
Standard Deviation
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.11%
|
Fund Manager
Nimesh Chandan
|
Launch Date
23-Aug 2024
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
1.85%
|
Fund Manager
Nimesh Chandan
|
Launch Date
14-Aug 2023
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.08%
|
Fund Manager
Nimesh Chandan
|
Launch Date
08-Dec 2023
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹1000
|
Expense Ratio
0.89%
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Fund Manager
Nimesh Chandan
|
Launch Date
13-Nov 2023
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹100
|
Expense Ratio
0.27%
|
Fund Manager
Nimesh Chandan
|
Launch Date
05-Jul 2023
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
0.95%
|
Fund Manager
Siddharth Chaudhary
|
Launch Date
15-Sep 2023
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹100
|
Expense Ratio
0.13%
|
Fund Manager
Nimesh Chandan
|
Launch Date
05-Jul 2023
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.06%
|
Fund Manager
Nimesh Chandan
|
Launch Date
27-Feb 2024
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
2.09%
|
Fund Manager
Nimesh Chandan
|
Launch Date
06-Jun 2024
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
-
|
Fund Manager
Nimesh Chandan
|
Launch Date
30-Dec 2024
|
Invest |
Latest NAV
9.593(23-12-2024)
|
Previous NAV
9.593(23-12-2024)
|
NAV Change
0.334693%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
13.985(23-12-2024)
|
Previous NAV
13.985(23-12-2024)
|
NAV Change
-0.100007%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.842(23-12-2024)
|
Previous NAV
10.842(23-12-2024)
|
NAV Change
0.379594%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.8920(23-12-2024)
|
Previous NAV
10.8920(23-12-2024)
|
NAV Change
0.0928147%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
1107.0977(23-12-2024)
|
Previous NAV
1107.0977(23-12-2024)
|
NAV Change
0.0092322%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.874(23-12-2024)
|
Previous NAV
10.874(23-12-2024)
|
NAV Change
0.0183959%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
1099.9402(23-12-2024)
|
Previous NAV
1099.9402(23-12-2024)
|
NAV Change
0.0177314%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
11.818(23-12-2024)
|
Previous NAV
11.818(23-12-2024)
|
NAV Change
0.186504%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.2976(23-12-2024)
|
Previous NAV
10.2976(23-12-2024)
|
NAV Change
0.204348%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.00(2024-12-06)
|
Previous NAV
()
|
NAV Change
0%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Bajaj Finserv Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Investment Strategy
This investment business of BAJAJ AMC takes a unique approach to investing, using innovative approaches to assist individuals in meeting their financial goals. Their strategy focuses on creating positive returns on equity investments, with the ultimate goal of delivering value and effectively achieving investors' financial objectives. They desire to give investors chances for development and success in an ever-changing financial world by employing creative approaches and a commitment to quality.
Head of Equity & Debt Team
Nimesh Chandan (CIO)
Nimesh Chandan is presently the Chief Investment Officer for Bajaj Finserv's future mutual fund. He has over 13 years of expertise and formerly worked at Canara Robeco Mutual Fund. Chandan, known for his behavioral finance insights, is now overseeing the investing team while Bajaj Finserv MF awaits SEBI's final license to launch its mutual fund operation.
List of all Fund managers
Top 5 Bajaj Finserv Funds
History of Bajaj Mutual Fund
April 2007 saw the creation of Bajaj Mutual Fund after its separation from Bajaj Auto Limited. The fund's primary focus is on providing financial services. By February 2008, the demerger process was completed, and Bajaj Finserv was officially established as a dedicated entity for a wide range of financial services throughout India.
The same year witnessed the launch of Bajaj Allianz General Insurance Company. By 2010, Bajaj Finserv had established a substantial presence in the Indian financial market, emphasizing customer satisfaction and expanding its market share.
In 2017, Bajaj Asset Management Limited launched Bajaj Finserv Health, which aims to change healthcare access in India by providing digital-first, seamless solutions.
In 2020, Bajaj Finserv reached a market capitalization of ââ¹2.44 trillion, demonstrating its steady development and major contributions to the Indian financial system.
HOW TO SELECT BAJAJ FINSERV MUTUAL FUND?
To select the best BAJAJ Finserv mutual fund follow these points:
- Set realistic investment goals aligned with your finances.
- Assess risk tolerance before making investment decisions.
- Diversify your investments across the sectors for stability.
- Educate yourself on the fund performance and approach.
- Regularly monitor investments for necessary adjustments.
- Consult experts for market fluctuations and asset safety.
To sum up, these guidelines offer a knowledgeable and proactive strategy for investing in mutual funds including a SIP Calculator that will you figure out your annualized return.
HOW TO INVEST IN BAJAJ FINSERV MUTUAL FUND VIA MYSIPONLINE?
Investing in Bajaj Finserv mutual funds is made easy through mysiponline's user-friendly platform:
- Step 1: Start your investment process by logging in to mysiponline and proceed.
- step 2: Check your KYC status, and if it's not registered, proceed with Video KYC.
- Step 3: Complete profile (PAN card, Aadhar number, bank details, nominee, signature)
- Step 4: Explore top funds from Respective AMC Name and consult to expert
- Step 5: Select your preferred fund from the provided options available.
- Step 6: Add funds to cart and choose your investment option between sip or lump sum
- Step 7: Make payment conveniently and securely from UPI or net banking options.
- Step 8: Track your investment daily on a dashboard, use our analysis to manage it.
In conclusion, using Online SIP to invest in mutual funds offers a user-friendly platform for simple investment administration and tracking.
WHAT IS THE TAXATION ON BAJAJ FINSERV MUTUAL FUND?
The taxation of Bajaj Finserv schemes depends on which category they fall under equity or debt:
Equity-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG): Gains exceeding Rs.1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
- Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
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How to analyse the performance of Bajaj Finserv Mutual Fund?
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