Bajaj Finserv Mutual Fund
AUM
₹ 29,283 cr
AMC Age
2 years
No. Of Schemes
24
Bajaj Finserv Mutual Fund is committed to empowering investors with innovative and diversified investment solutions. Backed by the trusted Bajaj Finserv brand, the fund house offers a range of schemes across equity, debt, and hybrid categories, aiming to cater to the varied financial goals of investors
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About Bajaj Finserv Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Bajaj Finserv Mutual Fund, managed by Bajaj Finserv Asset Management Limited, is a new entrant in India’s mutual fund industry. As a wholly-owned subsidiary of Bajaj Finserv Limited, the AMC combines the trust and legacy of the Bajaj brand with a modern, technology-driven approach to wealth creation.
Key Features
- Bajaj Finserv Mutual Fund offers a wide range of schemes across equity, debt, and hybrid categories, catering to different risk appetites and financial goals.
- Leveraging digital platforms, the AMC enables investors to easily invest, track, and manage their portfolios with real-time updates.
- With a focus on transparency, simplicity, and efficiency, Bajaj Finserv Mutual Fund strives to simplify investing while maintaining the highest standards of governance and reliability..
- The InQuBe investment philosophy combines behavioural finance insights with advanced data and analytics to help build resilient portfolios and guide investors toward better financial decisions.
Documents Required
To invest in Bajaj Finserv Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Bajaj Finserv Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Bajaj Finserv Mutual Fund Managers
Mr. Nimesh Chandan
Mr. Sorbh Gupta
Mr. Siddharth Chaudhary
Mr. Anup Kulkarni
How To Invest In Bajaj Finserv Mutual Fund With Choice?
Bajaj Finserv Mutual Fund FAQs
The best Bajaj Finserv Mutual Fund depends on your goals and risk tolerance. Equity funds suit long-term growth, debt funds offer stability, and hybrid funds balance risk and reward. Through Choice FinX, you can access detailed research tools and conduct in-depth fundamental and technical analysis to make informed investment decisions.
Bajaj Finserv Mutual Fund schemes are subject to taxation based on the type of fund and investment duration. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Bajaj Finserv Mutual Fund, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory. Non-individual investors may require additional documents, all of which can be uploaded digitally on the Choice FinX platform.
The minimum investment in a Bajaj Finserv Mutual Fund is usually 500 for both lump sum and SIPs, though some schemes or NFOs may require higher amounts ranging from 100 to 5,000, depending on the fund.
Returns are calculated based on the Net Asset Value (NAV). The formula is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIPs, returns are calculated using the XIRR (Extended Internal Rate of Return) method. Choice offers real-time NAV tracking and return calculators to help investors monitor their performance.
Yes, you can switch between Bajaj Finserv Funds through Choice FinX. The platform allows smooth switching between schemes, but it’s essential to consider exit loads and tax implications depending on the duration of your investment.
Charges include the Expense Ratio, Exit Load on early redemption, and Transaction Fees for investments exceeding a specified limit. Direct plans, available on Choice FinX, have lower costs compared to regular plans, making them a cost-effective choice for investors.
No, a Demat account is not required to invest in Bajaj Finserv Mutual Funds via Choice FinX. You can invest directly through the platform. However, if you prefer to hold mutual fund units in electronic format, open a Choice Demat account.
You can access your Bajaj Finserv Mutual Fund statement directly through the Portfolio section on the Choice FinX platform. Alternatively, statements are available via the Bajaj Finserv Mutual Fund website, email requests, or through CAMS/Karvy portals.
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