Bajaj Finserv Equity Savings Fund Growth Return

  • 1M
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  • 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)

₹41 Cr

Lock In Period

N/A

Expense Ratio

2.37

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-0.20-0.939.52
6M2.464.2412.76
1Y4.175.4013.63
3Y0.0020.3843.75

Portfolio Analysis

  • Equity: 71.47%
  • Debt: 28.53%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited6.67%
2. HDFC Bank Limited3.44%
3. Axis Bank Limited2.88%
4. Kotak Mahindra Bank Limited2.37%
5. Bandhan Bank Limited0.76%

1. ITC Limited5.15%
2. Godfrey Phillips India Limited1.98%

1. Torrent Pharmaceuticals Limited2.75%
2. Sun Pharmaceutical Industries Limited2.26%
3. Cipla Limited0.66%
4. GlaxoSmithKline Pharmaceuticals Limited0.49%

1. Hindustan Aeronautics Limited2.21%
2. Bharat Electronics Limited1.62%

1. Bajaj Finserv Limited3.02%

1. Larsen & Toubro Limited2.58%

1. Timken India Limited1.41%
2. Schaeffler India Limited0.96%

1. DLF Limited2.29%

1. Multi Commodity Exchange of India Limited2.07%

1. Hindalco Industries Limited2.00%

1. Apollo Hospitals Enterprise Limited1.62%

1. UltraTech Cement Limited1.50%

1. Jio Financial Services Limited1.47%

1. Indus Towers Limited1.46%

1. Solar Industries India Limited1.35%

1. Elantas Beck India Limited1.33%

1. Power Finance Corporation Limited1.21%

1. Power Grid Corporation of India Limited1.19%

1. Nestle India Limited1.11%

1. JSW Steel Limited1.05%

1. Ingersoll Rand (India) Limited1.01%
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About Fund Bajaj Finserv Equity Savings Fund Growth

Bajaj Finserv Equity Savings Fund Growth managed by Bajaj Finserv Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹41 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.37. 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
Bajaj Finserv Equity Savings Fund Growth040 CR2.37
Edelweiss Equity Savings Fund Growth41,529 CR2.16
HSBC Equity Savings Fund Growth51,475 CR2.53
Fund Name1Y3Y
This FundBajaj Finserv Equity Savings Fund Growth4.16830
This FundEdelweiss Equity Savings Fund Growth7.439534.4923
This FundHSBC Equity Savings Fund Growth7.401139.9986

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 2.37. 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 : -0.20%
  • 6 Months : 2.46%
  • 1 Year : 4.17%
  • 3 Years : 0.00%
Returns of Bajaj Finserv Equity Savings Fund Growth are updated daily based on NAV of ₹ 10.449 as on Sep 11,2026. 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 ₹41 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.