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Bajaj Finserv Equity Savings Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Bajaj Finserv Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹37 Cr

Lock In Period

N/A

Expense Ratio

2.26

Exit Load

If 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.

Benchmark

Nifty Equity Savings Total Return

Bajaj Finserv Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.03-0.53126.76
6M2.261.76126.76
1Y0.003.87126.76
3Y0.0012.04126.76

Portfolio Analysis

  • Equity: 71.82%
  • Debt: 28.18%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited4.19%
2. HDFC Bank Limited4.04%
3. Axis Bank Limited3.47%
4. Kotak Mahindra Bank Limited2.62%
5. Bandhan Bank Limited0.99%

1. ITC Limited4.71%
2. Godfrey Phillips India Limited2.22%

1. Torrent Pharmaceuticals Limited2.73%
2. Sun Pharmaceutical Industries Limited2.33%
3. Cipla Limited0.73%
4. GlaxoSmithKline Pharmaceuticals Limited0.50%

1. Hindustan Aeronautics Limited2.29%
2. Bharat Electronics Limited1.89%

1. Bajaj Finserv Limited2.91%

1. Timken India Limited1.71%
2. Schaeffler India Limited1.08%

1. Eternal Limited2.75%

1. Multi Commodity Exchange of India Limited2.40%

1. DLF Limited2.37%

1. Hindalco Industries Limited2.16%

1. Apollo Hospitals Enterprise Limited1.72%

1. Elantas Beck India Limited1.68%

1. Indus Towers Limited1.61%

1. UltraTech Cement Limited1.56%

1. Solar Industries India Limited1.50%

1. Jio Financial Services Limited1.49%

1. Power Finance Corporation Limited1.33%

1. Power Grid Corporation of India Limited1.31%

1. Ingersoll Rand (India) Limited1.15%

1. ZF Commercial Vehicle Control Systems India Limited1.14%

1. Nestle India Limited1.13%

1. JSW Steel Limited1.11%

About Fund Bajaj Finserv Equity Savings Fund Growth

Bajaj Finserv Equity Savings Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹37 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.26. Under the expert guidance of Sorbh Gupta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Sorbh Gupta

Mr. Sorbh Gupta is a B.Com, CA and CFA. Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
The Wealth Company Multi Asset Allocation Fund Growth0188 CR2.49
Unifi Dynamic Asset Allocation Fund Growth01,290 CR1.98
Union Multi Asset Allocation Fund Growth0978 CR2.38
Bajaj Finserv Equity Savings Fund Growth037 CR2.26
Fund Name1Y3Y
This FundThe Wealth Company Multi Asset Allocation Fund Growth00
This FundUnifi Dynamic Asset Allocation Fund Growth7.43080
This FundUnion Multi Asset Allocation Fund Growth13.45250
This FundBajaj Finserv Equity Savings Fund Growth00

Bajaj Finserv Equity Savings Fund Growth FAQs

Bajaj Finserv Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Bajaj Finserv Equity Savings Fund Growth is 2.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Bajaj Finserv Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : -0.03%
  • 6 Months : 2.26%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Equity Savings Fund Growth are updated daily based on NAV of ₹ 10.376 as on Jul 30,2026. Since inception, the return has been 0.00%.

You can invest in Bajaj Finserv Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Bajaj Finserv Equity Savings Fund Growth is ₹37 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Bajaj Finserv Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.