Return
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹30 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 ₹10.213 NAV as of Mar 06,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Bajaj Finserv Equity Savings Fund Growth AUM is ₹30 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 0.16% returns, against a category average of -1.28% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.16 | -1.28 | 126.76 |
| 6M | 1.75 | 0.64 | 126.76 |
| 1Y | 0.00 | 3.30 | 126.76 |
| 3Y | 0.00 | 9.13 | 126.76 |
Portfolio Analysis
- Equity: 68.15%
- Debt: 31.85%
- Others
As on: 2026-01-31
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About Fund
Bajaj Finserv Equity Savings Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹30 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSamco Multi Asset Allocation Fund Growth | 0 | 411.38 CR | 2.16 |
| This FundWhiteOak Capital Equity Savings Fund Growth | 0 | 224.9 CR | 2.08 |
| This FundUnion Multi Asset Allocation Fund Growth | 0 | 908.54 CR | 2.13 |
| This FundHSBC Multi Asset Allocation Fund Growth | 0 | 2693.31 CR | 1.76 |
| This FundBajaj Finserv Equity Savings Fund Growth | 0 | 29.86 CR | 1.3 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSamco Multi Asset Allocation Fund Growth | 14.3128 | 0 |
| This FundWhiteOak Capital Equity Savings Fund Growth | 0 | 0 |
| This FundUnion Multi Asset Allocation Fund Growth | 27.3201 | 0 |
| This FundHSBC Multi Asset Allocation Fund Growth | 30.2131 | 0 |
| This FundBajaj Finserv Equity Savings Fund Growth | 0 | 0 |
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 : 0.16%
- 6 Months : 1.75%
- 1 Year : 0.00%
- 3 Years : 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 ₹30 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