Bajaj Finserv Mutual Fund
Bajaj Finserv Limited introduced its fully-owned subsidiary — Bajaj Finserv Asset Management Limited, to make entry into the mutual funds industry. This AMC, backed and powered by one of India’s oldest and highly reputed brands, brings a range of unique products and diverse investment schemes for all.
Spanning across equity, fixed income, and hybrid categories, this AMC makes portfolio diversification a simple and hassle-free process for all investors. It was March 2023 when Bajaj Finserv Asset Management Limited, or BFAML, got a green signal from SEBI to commence its mutual fund business and operations as Bajaj Finserv Mutual Fund.
Best Bajaj Finserv Mutual Fund
This AMC has a range of investment schemes registered with SEBI, from big and mid-cap funds, balanced advantage funds, and arbitrage funds to flexi cap, money market, and overnight funds. Since its establishment on October 18, 2021, the AMC handled assets worth INR 5,235 crores (subject to change). View More
Currently, Bajaj Finserv Mutual Fund has two balanced mutual funds, thirteen debt, and two equity mutual fund schemes readily available for investors. The entire company operation is managed and supervised by the CEO, Ganesh Mohan.
Associated with such a reputed, widely-recognized, and powerful brand name, the Bajaj Finserv Mutual Fund is sure to dominate the mutual fund industry with its range of unique investment products and solutions. Its mission is to assist every Indian in achieving their financial objectives through a future-focused and distinctive investment approach.
Bajaj Finserv Mutual Fund Managers
How To Invest In Bajaj Finserv Mutual Funds?
With investments in Bajaj Finserv Mutual Fund schemes, you can step forward to building a stronger and diverse investment portfolio than ever. Using the 5Paisa platform or the 5Paisa app, anyone can invest in Bajaj Finserv Mutual Fund in a simple, fast, effective, and hassle-free way. View More
Here are a few steps to invest in mutual funds from the house of Bajaj Finserv:
- Step 1: Without registration, you cannot access the 5Paisa platform. So, the first thing to do is register yourself with 5Paisa. However, this step doesn’t apply to you if you’re an existing user.
- Step 2: Now, submit identification documents to verify your ID. This list of documents includes your voter ID, Aadhaar card, driver’s license, or passport.
- Step 3: Now, submit any address proof you have. Make sure it isn’t the same document as any of the ones mentioned above. For instance, you can submit utility bills or ration cards for address proof.
- Step 4: Now, choose the ideal investment term or period for the Bajaj Finserv Mutual Fund scheme you want to invest in online. The AMC gives you three options: long-term, mid-term, and short-term investments.
- Step 5: Decide the level of risk you want for your investments. You can either go with high-risk, medium-risk, or low-risk options. The choice depends on your risk tolerance. Finally, pick a Bajaj Finserv Mutual Fund online based on your choices among the available investments.
- Step 6: Depending on your needs, click “Invest” or “Start SIP.” With this, you complete investing in Bajaj Finserv Mutual Fund online.
Note: The processing should start in the following several hours. Your 5Paisa account will display it within three to four business days.
Top 10 Bajaj Finserv Mutual Fund to Invest
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Bajaj Finserv Liquid Fund – Direct Growth is an Liquid scheme that was launched on 05-07-23 and is currently under the management of our experienced fund manager . With an impressive AUM of ₹2,400 Crores, this scheme's latest NAV is ₹1063.1978 as of 14-05-24.
Bajaj Finserv Liquid Fund – Direct Growth scheme has delivered a return performance of -% in the last 1 year, -% in the last 3 years, and an 6.3% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.
- Min SIP Investment Amt
- ₹100
Bajaj Finserv Overnight Fund – Direct Growth is an Overnight scheme that was launched on 05-07-23 and is currently under the management of our experienced fund manager . With an impressive AUM of ₹466 Crores, this scheme's latest NAV is ₹1058.3412 as of 14-05-24.
Bajaj Finserv Overnight Fund – Direct Growth scheme has delivered a return performance of -% in the last 1 year, -% in the last 3 years, and an 5.8% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.
- Min SIP Investment Amt
- ₹100
Bajaj Finserv Money Market Fund – Direct Growth is an Money Market scheme that was launched on 24-07-23 and is currently under the management of our experienced fund manager Siddharth Chaudhary. With an impressive AUM of ₹2,116 Crores, this scheme's latest NAV is ₹1064.4527 as of 14-05-24.
Bajaj Finserv Money Market Fund – Direct Growth scheme has delivered a return performance of -% in the last 1 year, -% in the last 3 years, and an 6.4% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Money Market funds.
- Min SIP Investment Amt
- ₹1,000
Bajaj Finserv Arbitrage Fund – Direct Growth is an Arbitrage scheme that was launched on 15-09-23 and is currently under the management of our experienced fund manager Ilesh Savla. With an impressive AUM of ₹521 Crores, this scheme's latest NAV is ₹10.502 as of 14-05-24.
Bajaj Finserv Arbitrage Fund – Direct Growth scheme has delivered a return performance of -% in the last 1 year, -% in the last 3 years, and an 5% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Arbitrage funds.
- Min SIP Investment Amt
- ₹500
Frequently Asked Questions
I want to invest in SIP under the equity fund category. Which will be the best Bajaj Finserv Mutual Fund scheme for me, then?
The equity category itself is divided into a number of subcategories. Under its equities category, Bajaj Finserv Mutual Fund provides a variety of fund classes. The top-rated equity funds that have continuously provided better returns in their respective designated areas are the three finest equity funds for SIP.
How can I start investing in Bajaj Finserv Mutual Funds SIP?
Using the 5Paisa platform, anyone can start investing in Bajaj Finserv Mutual Funds SIP online. Another option that investors can use is to invest through the websites of the respective fund houses.
How can I redeem my Bajaj Finserv Mutual Funds online?
You must fill out and submit a form in person at the closest fund house to redeem Bajaj Finserv Mutual Funds offline. As an alternative, you can log in to the official Bajaj Finserv Mutual Fund website using their folio number and redeem your investment there.
Additionally, you can withdraw their assets in Bajaj Finserv Mutual Funds from any online platform where you made the purchase, like 5Paisa.
How can I stop Bajaj Finserv Mutual Funds SIP online?
Yes, you can cancel your SIP at any moment online by sending a simple request. You have three options for stopping or canceling your SIP: log in to the Bajaj Finserv Mutual Funds site using your folio number, call your agent, or follow the instructions on the online investing platform where you made your deposit.
How Can I Contact Bajaj Finserv Mutual Fund Online?
No matter the issue you face regarding your Bajaj Finserv Mutual Fund online, you can always contact the AMC through numerous ways:
- Phone: 1800-309-3900
- Fax: 020 67672550
- Website: bajajamc.com
What are the documents required to invest in Bajaj Finserv Mutual Fund?
To invest in mutual funds in India, you must get your KYC (Know Your Customer) information verified. You may complete your KYC completely digitally and without fuss at 5paisa and begin investing in mutual funds from Bajaj Finserv Mutual Fund.
You must provide the following paperwork if you’re new to mutual fund investment:
- Address proof
- Personal information
- PAN Card information
- Nominee and FATCA declarations
- Bank account details
Nevertheless, if you’re already a shareholder, you only need to provide a few personal information and bank account information to get started investing right now.
How can I calculate Bajaj Finserv Mutual Funds SIP online?
You can calculate the Bajaj Finserv Mutual Funds SIP online using the online SIP calculator or manually by considering these factors:
- SIP tenure
- Investment amount
- Estimated interest rate
- Number of pre-paid Bajaj Finserv Mutual Funds SIPs (if any)
How can I boost my SIP amount in Bajaj Finserv Mutual Fund?
Like with any other mutual funds SIP, you can increase the Bajaj Finserv Mutual Funds SIP amount using top-up or step-up SIPs. Earlier, only a small number of fund firms offered this service. However, it is advisable to use the Step-up Calculator to determine the SIP Amount if the facility is available before making any decisions.
I want to invest in SIP under the debt fund category. Which will be the best Bajaj Finserv Mutual Fund scheme for me, then?
Under the debt category alone, Bajaj Finserv Mutual Fund offers a number of subcategories. It may be difficult to understand a debt fund because several factors must be considered in tandem so as to evaluate whether it is appropriate for a portfolio.