Bajaj Finserv Equity Savings Fund Direct Growth
3Y Annualised
N/A
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.58%
0.09% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
5 years 9 months
9 years 7 months
Fund info
Fund size
₹28.09 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
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
Risk Profile
Low to Moderate Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2nd
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
3rd
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
4th
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
167th
Bajaj Finserv Equity Savings Fund Direct Growth
Fund Managers
About Bajaj Finserv Equity Savings Fund Direct Growth
Bajaj Finserv Equity Savings Fund Direct Growth is a Allocation mutual fund scheme from Bajaj Finserv Asset Management Limited. This fund has been in existence for 0 years, having been launched on 2025-08-19. Bajaj Finserv Equity Savings Fund Direct Growth has ₹28.09 Cr worth of assets under management (AUM) as of Sun Dec 07 2025. The latest Net Asset Value (NAV) of Bajaj Finserv Equity Savings Fund Direct Growth as of Fri Dec 05 2025 is ₹10.171. The fund has an expense ratio of 0.3%, which is medium comparable to most other Allocation funds.
Bajaj Finserv Equity Savings Fund Direct Growth returns for the last 1 year are NA%. Since launch, it has delivered 1.71% average annual returns.
The Bajaj Finserv Equity Savings Fund Direct Growth has the majority of its money invested in null, Consumer Cyclical, Financial Services, Basic Materials, Consumer Defensive sectors.
Top 5 Holdings of Bajaj Finserv Equity Savings Fund Direct Growth.
- Bajaj Finserv Money Market Dir Gr: 25.14%
- Eternal Limited November 2025 Future: 4.42%
- Eternal Ltd: 4.39%
- Kotak Mahindra Bank Ltd: 4.00%
- Vedanta Limited November 2025 Future: 3.66%
AMC Information
| Name | Bajaj Finserv Asset Management Limited |
|---|---|
| Founding Date | 2025-08-19 |
| service@bajajamc.com | |
| Phone | +91 20 67672500 |
| Website | https://www.bajajamc.com/ |
| Address | Bajaj Finserv Asset Management Limited,S. No - 239/2, 11th Floor, Office No. 1101 A and,1101 B, Sky One Corporate Park, Lohegaon,Pune, Maharashtra – 411032 |
Tax Implications of Bajaj Finserv Equity Savings Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
