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.

Scheme Name		Min. Invest	AUM (In Cr)
Bajaj Finserv Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	21.79%	₹500	₹4,067.21	Invest
Bajaj Finserv Banking and PSU Fund - Dir (G) Banking and PSU Fund \| Debt	8.37%	₹1,000	₹98.67	Invest
Bajaj Finserv Money Market Fund - Direct (G) Money Market Fund \| Debt	7.74%	₹1,000	₹2,654.82	Invest
Bajaj Finserv Balanced Advantage Fund - Dir (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	7.69%	₹500	₹1,294.35	Invest
Bajaj Finserv Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	7.56%	₹500	₹967.98	Invest
Bajaj Finserv Liquid Fund - Direct (G) Liquid Fund \| Debt	7.46%	₹100	₹2,970.84	Invest
Bajaj Finserv Overnight Fund - Direct (G) Overnight Fund \| Debt	6.71%	₹100	₹458.52	Invest
Bajaj Finserv Multi Asset Allocation Fund-Dir (G) Multi Asset Allocation \| Hybrid	3.09%	₹500	₹1,102.97	Invest
Bajaj Finserv Large Cap Fund - Direct (G) Large Cap Fund \| Equity	-6.23%	₹500	₹1,321.91	Invest
Bajaj Finserv Healthcare Fund - Direct (G) Sectoral / Thematic \| Equity	-2.88%	₹500	₹292.24	Invest
Bajaj Finserv Gilt Fund - Direct (G) Gilt Fund \| Debt	0.07%	₹5,000	₹-	Invest
Bajaj Finserv Consumption Fund - Direct (G) Sectoral / Thematic \| Equity	-4.19%	₹500	₹522.35	Invest
Bajaj Finserv Large and Mid Cap Fund - Dir (G) Large & Mid Cap Fund \| Equity	17.12%	₹500	₹1,704.75	Invest

Bajaj Finserv Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

21.79%

Min. Invest

₹500

AUM

₹4,067.21 Cr

Bajaj Finserv Banking and PSU Fund - Dir (G)

Equity | Banking and PSU Fund

1Y returns

8.37%

Min. Invest

₹1,000

AUM

₹98.67 Cr

Bajaj Finserv Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

7.74%

Min. Invest

₹1,000

AUM

₹2,654.82 Cr

Bajaj Finserv Balanced Advantage Fund - Dir (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

7.69%

Min. Invest

₹500

AUM

₹1,294.35 Cr

Bajaj Finserv Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

7.56%

Min. Invest

₹500

AUM

₹967.98 Cr

Bajaj Finserv Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.46%

Min. Invest

₹100

AUM

₹2,970.84 Cr

Bajaj Finserv Overnight Fund - Direct (G)

Equity | Overnight Fund

1Y returns

6.71%

Min. Invest

₹100

AUM

₹458.52 Cr

Bajaj Finserv Multi Asset Allocation Fund-Dir (G)

Equity | Multi Asset Allocation

1Y returns

Min. Invest

₹500

AUM

₹1,102.97 Cr

Bajaj Finserv Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

Min. Invest

₹500

AUM

₹1,321.91 Cr

Bajaj Finserv Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹292.24 Cr

Bajaj Finserv Gilt Fund - Direct (G)

Equity | Gilt Fund

1Y returns

Min. Invest

₹5,000

AUM

₹- Cr

Bajaj Finserv Consumption Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹522.35 Cr

Bajaj Finserv Large and Mid Cap Fund - Dir (G)

Equity | Large & Mid Cap Fund

1Y returns

Min. Invest

₹500

AUM

₹1,704.75 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.

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Bajaj Finserv Flexi Cap Fund - Direct (G)

₹500

₹4,067.21 Cr

Bajaj Finserv Banking and PSU Fund - Dir (G)

₹1,000

₹98.67 Cr

Bajaj Finserv Money Market Fund - Direct (G)

₹1,000

₹2,654.82 Cr

Bajaj Finserv Balanced Advantage Fund - Dir (G)

₹500

₹1,294.35 Cr

Bajaj Finserv Arbitrage Fund - Direct (G)

₹500

₹967.98 Cr

Bajaj Finserv Liquid Fund - Direct (G)

₹100

₹2,970.84 Cr

Bajaj Finserv Overnight Fund - Direct (G)

₹100

₹458.52 Cr

Bajaj Finserv Multi Asset Allocation Fund-Dir (G)

₹500

₹1,102.97 Cr

Bajaj Finserv Large Cap Fund - Direct (G)

₹500

₹1,321.91 Cr

Bajaj Finserv Healthcare Fund - Direct (G)

₹500

₹292.24 Cr

Bajaj Finserv Gilt Fund - Direct (G)

₹5,000

₹- Cr

Bajaj Finserv Consumption Fund - Direct (G)

₹500

₹522.35 Cr

Bajaj Finserv Large and Mid Cap Fund - Dir (G)

₹500

₹1,704.75 Cr

About Bajaj Finserv Mutual Fund

How to Invest in Bajaj Finserv Mutual Fund?

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey