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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹31 Cr

Lock In Period

N/A

Expense Ratio

1.3

Benchmark

Nifty Equity Savings Total Return

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.

Summary

Latest details for Bajaj Finserv Equity Savings Fund Growth include a ₹10.303 NAV as of Apr 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Bajaj Finserv Equity Savings Fund Growth AUM is ₹31 Cr, with a lock-in of N/A years, expense ratio of 1.3%, and benchmark Nifty Equity Savings Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 1.29% returns, against a category average of -1.42% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.29-1.42126.76
6M2.160.39126.76
1Y0.002.77126.76
3Y0.008.71126.76

Portfolio Analysis

  • Equity: 68.39%
  • Debt: 31.61%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited3.02%
2. Kotak Mahindra Bank Limited3.02%
3. HDFC Bank Limited2.50%
4. RBL Bank Limited1.76%
5. Axis Bank Limited1.62%
6. Bandhan Bank Limited0.81%

1. Sun Pharmaceutical Industries Limited2.41%
2. Torrent Pharmaceuticals Limited0.95%
3. Cipla Limited0.67%
4. GlaxoSmithKline Pharmaceuticals Limited0.55%

1. Bharat Electronics Limited2.19%
2. Hindustan Aeronautics Limited2.17%

1. Vedanta Limited4.33%

1. ITC Limited3.83%

1. Eternal Limited2.84%

1. Indus Towers Limited2.71%

1. Bajaj Finserv Limited2.56%

1. Multi Commodity Exchange of India Limited2.49%

1. Hindalco Industries Limited2.37%

1. Timken India Limited1.20%
2. Schaeffler India Limited0.97%

1. Apollo Hospitals Enterprise Limited1.97%

1. UltraTech Cement Limited1.77%

1. Jio Financial Services Limited1.68%

1. Larsen & Toubro Limited1.63%

1. Punjab National Bank1.54%

1. Nestle India Limited1.13%
2. Britannia Industries Limited0.30%

1. Power Finance Corporation Limited1.42%

1. Oil & Natural Gas Corporation Limited1.23%

1. JSW Steel Limited1.21%

1. ZF Commercial Vehicle Control Systems India Limited1.21%

1. Solar Industries India Limited1.16%

1. Ingersoll Rand (India) Limited1.13%

About Fund

Bajaj Finserv Equity Savings Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹31 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 1.3. 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
This FundBandhan Multi Asset Allocation Fund Growth02939.69 CR1.86
This FundIDFC Arbitrage Fund Plan B Growth03418.72 CR1
This FundTRUSTMF Arbitrage Fund Growth066.66 CR1
This FundBajaj Finserv Equity Savings Fund Growth031.29 CR1.3
Fund Name1Y3Y
This FundBandhan Multi Asset Allocation Fund Growth20.81850
This FundIDFC Arbitrage Fund Plan B Growth
This FundTRUSTMF Arbitrage Fund Growth00
This FundBajaj Finserv Equity Savings Fund Growth00

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 1.3. 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 : 1.29%
  • 6 Months : 2.16%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Equity Savings Fund Growth are updated daily based on NAV of ₹ 10.303 as on Apr 20,2026. 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 ₹31 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.
Min Inv Amount: ₹500