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Bajaj Finserv Mutual Fund
Bajaj Finserv Mutual Fund is supported by the reputable Bajaj brand. They provide a range of mutual funds to meet various investor needs and risk preferences. The fund also features a user-friendly platform that simplifies investing and tracking your investments.
Bajaj Finserv Mutual Fund
Bajaj Finserv Mutual Fund is supported by the reputable Bajaj brand. They provide a range of mutual funds to meet various investor needs and risk preferences. The fund also features a user-friendly platform that simplifies investing and tracking your investments.
₹15593 Cr
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Bajaj Finserv Arbitrage Fund
₹1045 Cr
7.08%
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Bajaj Finserv Balanced Advantage Fund
₹1308 Cr
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--
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Bajaj Finserv Banking and PSU Fund
₹120 Cr
8.01%
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Bajaj Finserv Flexi Cap Fund
₹3780 Cr
32.85%
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Bajaj Finserv Large and Mid Cap Fund
₹1553 Cr
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Bajaj Finserv Large Cap Fund
₹1217 Cr
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Bajaj Finserv Liquid Fund
₹4561 Cr
7.33%
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Bajaj Finserv Money Market Fund
₹2556 Cr
7.17%
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Bajaj Finserv Multi Asset Allocation Fund
₹1098 Cr
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Bajaj Finserv Overnight Fund
₹452 Cr
6.68%
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Key Information about Bajaj Finserv Mutual Fund
Founding Date
2023-03-01
AMC Incorporation date
2023-03-01
Sponsor Name
Bajaj Finserv Limited
Trustee organisation
Bajaj Finserv Mutual Fund Trustee Ltd.
MD/CEO
Mr. Ganesh Mohan
CIO
Mr. Nimesh Chandan
Compliance Officer
Mr. Harish Iyer
Bajaj Finserv Mutual Fund Manager
IS
Ilesh Savla
Experience: -- • Total AUM: ₹1581 Cr
SC
Siddharth Chaudhary
Experience: -- • Total AUM: ₹28060 Cr
NC
Nimesh Chandan
Experience: 22 Yrs • Total AUM: ₹100964 Cr
SG
Sorbh Gupta
Experience: 11 Yrs • Total AUM: ₹9491 Cr
VB
Vinay Bafna
Experience: 10 Yrs • Total AUM: ₹1098 Cr

About Bajaj Finserv Mutual Fund

Bajaj Finserv Limited has launched its wholly-owned subsidiary, Bajaj Finserv Asset Management Limited, to enter the mutual funds industry. Supported by the well-respected Bajaj brand, this new asset management company offers a range of unique financial products and investment options. In March 2023, Bajaj Finserv Mutual Fund received approval from the Securities and Exchange Board of India (SEBI) to start its mutual fund business.

The company has submitted several investment schemes to SEBI, including liquid funds, overnight funds, money market funds, flexi-cap funds, arbitrage funds, balanced advantage funds, and large and mid-cap funds. Bajaj Finserv Asset Management Limited is committed to helping individuals achieve their financial goals with a forward-thinking approach and a strong focus on customer satisfaction. They follow a structured three-stage investment philosophy called InQuBe, which integrates informational, quantitative, and behavioral insights into their strategy. As of March 2024, Bajaj Finserv Asset Management Limited manages assets worth ₹ 9,674.62 crore and serves a global client base.

How to Invest in Bajaj Finserv Mutual Funds via Bullsmart

Investing in the best Bajaj Finserv Mutual Funds or any other top-performing mutual fund is quick and simple with Bullsmart. One needs to follow the steps provided below:

1. Sign in to the Bullsmart app using your mobile number and validate it with an OTP. Then, click on "Open Account for Free" and complete the KYC process by entering your PAN number, date of birth, and additional details such as gender preference, marital status, occupation, income, Source of Wealth, and trading preference.

2. Choose your bank and enter bank account details including IFSC code and account number. Once entered, verify the details.

3. Share the required documents via DigiLocker. Enter your Aadhar number, captcha code, and the OTP sent to your registered mobile number. Finally, enter the 6-digit DigiLocker PIN to complete the KYC process.

4. Add a photo and e-signature to finalise the process.

5. If desired, add a nominee, click on submit and you're all set to start your investment journey with Bullsmart.

Documents Required to Invest in Bajaj Finserv Mutual Funds

In order to help you become a smart investor with Bullsmart, we've simplified the entire process just for you. To get started, ensure you have the following essential documents at hand:

  • Provide your PAN Card Details (mandatory).
  • Share your Personal Information, including Full Name, Mobile Number, and Email Address.
  • Submit Address Proof, by providing your Aadhar Card, ensuring both front and back sides are included.
  • Provide your Bank Account Details, along with a canceled cheque if necessary.
  • Complete Nominee details and fulfill FATCA Declarations to proceed seamlessly with your investment plans.
Are Bajaj Finserv Mutual Funds schemes tax-exempted?

Mutual fund schemes themselves are neither taxable nor tax-exempt. However, the gains you accrue from your mutual fund investment are subject to taxation, which varies based on the type of scheme and the duration of your investment.

How to Begin Bajaj Finserv Mutual Funds SIP Online?

You can initiate your investment in Bajaj Finserv Mutual Funds online via Bullsmart with ease. Additionally, you have the option to invest through the official website of the respective fund house.

Is Investing in the Bajaj Finserv Mutual Funds Scheme a Good Idea?

Bajaj Finserv Mutual Funds is a renowned AMC in India. While its funds have delivered substantial returns to investors, it is also important to not solely focus on returns when selecting a fund. Consideration of other factors such as risk, volatility, fund manager's experience, and your return expectations and risk tolerance is essential in determining the most suitable fund for your needs.

What are the redemption charges of Bajaj Finserv Mutual Funds?

Redemption charges depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.

What are the procedures for redeeming Bajaj Finserv Mutual Funds investments?

To redeem Bajaj Finserv Mutual Funds investments have been made even more convenient through the Bullsmart app. Investors can simply log in to their Bullsmart account, navigate to the Bajaj Finserv Mutual Fund section, and initiate the redemption process with just a few taps.

Is investing in Bajaj Finserv Mutual Funds SIP secure?

Investing in Bajaj Finserv Mutual Funds SIP is generally considered safe. However, like all mutual fund investments, it is subject to market risks. It's essential to carefully assess your investment goals and risk tolerance before investing.

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Bullsmart is a Mutual Fund investment management company that combines the expertise of advanced AI technology and a community of seasoned investors to provide comprehensive investment management solutions. Our team of inhouse financial and tech experts monitor the performance of portfolios and suggest changes if required to ensure long-term success.
Bullsmart is a Mutual Fund investment management company that combines the expertise of advanced AI technology and a community of seasoned investors to provide comprehensive investment management solutions. Our team of inhouse financial and tech experts monitor the performance of portfolios and suggest changes if required to ensure long-term success.
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