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Bajaj Finserv Mutual Fund
Funds on Dhan
21
AMC Age
5 Yrs
AMC AUM
₹ 35,491 Cr
Bajaj Finserv Equity Funds
Note: 3Y & 5Y returns are annualised. Rest everything is absolute.
Scheme | AUM (in Cr.) | Fund Age | 1W | 1M | 3M | 6M | 1Y | 3Y  | 5Y |
|---|---|---|---|---|---|---|---|---|---|
Bajaj Finserv Flexi Cap Fund Direct Growth Compare | 8,527.48 | 3 Yrs | 2.00% | -0.92% | -3.69% | 1.82% | -0.28% | 15.81% | - |
Bajaj Finserv Small Cap Fund Direct Growth Compare | 2,762.15 | 1 Yrs | 1.94% | -4.10% | -1.13% | 6.90% | 9.50% | - | - |
Bajaj Finserv Large & Mid Cap Fund Direct Growth Compare | 2,323.68 | 2 Yrs | 1.64% | -2.00% | -5.81% | -2.22% | -5.22% | - | - |
Bajaj Finserv Multi Cap Fund Direct Growth Compare | 1,641.36 | 1 Yrs | 1.28% | -3.12% | -4.30% | 1.96% | 2.17% | - | - |
Bajaj Finserv Large Cap Fund Direct Growth Compare | 1,560.30 | 2 Yrs | 0.83% | -0.74% | -4.71% | -2.27% | -5.21% | - | - |
Bajaj Finserv Consumption Fund Direct Growth Compare | 564.97 | 1 Yrs | 2.60% | -0.79% | -5.22% | 0.13% | -9.66% | - | - |
Bajaj Finserv Banking And Financial Services Fund Direct Growth Compare | 468.89 | 0 Yrs | -0.35% | -1.29% | -6.96% | -3.00% | - | - | - |
Bajaj Finserv Healthcare Fund Direct Growth Compare | 405.14 | 1 Yrs | 4.86% | -2.34% | 0.07% | 16.33% | 17.11% | - | - |
Bajaj Finserv ELSS - Tax Saver Fund Direct Growth Compare | 88.14 | - | 0.74% | -1.59% | -4.52% | -2.64% | -3.71% | - | - |
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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
AMC Information
Bajaj Finserv Mutual Fund
No. of Schemes
21
Total AUM
₹ 35,490.91 Cr
Contact Details
S. No. 208-1B, Off Pune AhmednagarRoad, Lohagaon, Viman Nagar,Pune 411014
Contact Details
020-67672500S. No. 208-1B, Off Pune AhmednagarRoad, Lohagaon, Viman Nagar,Pune 411014
About Bajaj Finserv Mutual Fund
Bajaj Mutual Fund, managed by Bajaj Finserv Asset Management Limited, is a well-known player in the investment industry. This company is a subsidiary of Bajaj Finserv Limited, a well-respected and long-standing Indian brand. Bajaj Mutual Fund aims to help investors reach their financial goals with a forward-thinking and unique investment strategy.
Incorporated on October 18, 2021, Bajaj Finserv Asset Management Limited has rapidly established itself in the market. In March 2023, the Securities and Exchange Board of India (SEBI) approved Bajaj Finserv Asset Management Limited to start its mutual fund operations under the name Bajaj Finserv Mutual Fund.
As of March 31, 2024, the company manages assets worth ₹9,674.62 crore, reflecting its strong growth and the trust it has garnered from investors. The company’s focus on a differentiated investment strategy and its commitment to helping investors achieve their financial goals have been key drivers of its success.
Bajaj Mutual Fund offers a wide range of products and investment schemes, catering to diverse investor needs. These include options across fixed-income funds, equity funds, and hybrid funds, providing ample opportunities for portfolio diversification. This variety ensures that there is a suitable investment product for every type of investor, whether they are looking for stable returns, capital appreciation, or a balanced approach.
Backed by the reputable Bajaj brand, Bajaj Mutual Fund is well-positioned to make a significant impact in the investment world.
Investing in Bajaj Mutual Fund offers numerous benefits, making it an attractive option for investors looking to optimize their financial portfolios.
- Portfolio Diversification: Bajaj Mutual Fund provides a variety of schemes, allowing investors to diversify their portfolios effectively. These schemes include fixed-income, equity, and hybrid categories. This broad range of options ensures that every investor can find a suitable scheme to meet their financial goals.
- High Liquidity: One of the significant advantages of investing in Bajaj Mutual Fund is the high liquidity of its schemes. Investors can easily redeem their investments, ensuring they have quick access to their money when needed. This feature is particularly beneficial during financial emergencies or when investors need to reallocate their funds to other opportunities.
- Transparency: Bajaj Mutual Fund is committed to maintaining high levels of transparency. Investors are kept well-informed about their investments through regular updates and detailed reports. This transparency helps investors make informed decisions and trust that their money is being managed responsibly and effectively.
- Tax Benefits: Certain schemes offered by Bajaj AMC like the Bajaj Finserv ELSS funds provide tax benefits under Section 80C of the Income Tax Act. These tax-saving schemes not only help investors grow their wealth but also reduce their taxable income, providing a dual benefit of investment growth and tax savings.
- Professional Management: Investments in Bajaj Mutual Fund are managed by a team of experienced professionals who use their expertise to maximize returns. The fund managers analyze market trends, economic conditions, and company performances to make informed investment decisions. This professional management, combined with the fund's long-term investment strategy, helps investors achieve substantial returns over time
Investing in Bajaj Mutual Fund offers investors a sense of security thanks to several key factors. Managed by a team of seasoned professionals, Bajaj Mutual Fund ensures that investment decisions are well-informed and aligned with current market conditions, aiming to maximize returns while effectively managing risks.
Bajaj Mutual Fund provides a variety of investment options, including fixed-income, equity, and hybrid schemes. This wide range allows investors to diversify their portfolios, reducing the overall risk associated with investing in any single asset class. Diversification helps mitigate potential losses and enhances returns, making investments safer and more stable.
Additionally, Bajaj Mutual Funds are highly liquid. Investors can easily redeem their investments, providing quick access to funds when needed. This flexibility is crucial during financial emergencies or when reallocating funds to other opportunities.
While Bajaj Mutual Fund strives to minimize losses through careful management and diversification, it is essential to remember that all investments are subject to market fluctuations. Investors should conduct their own research and exercise caution when making investment decisions. By understanding their financial goals and risk tolerance, investors can make informed choices that align with their investment objectives.
With the advent of digital platforms and innovative brokerage solutions, investing in Bajaj Mutual Fund schemes has become more accessible. Platforms like Dhan allow investors to easily manage their portfolios and make informed decisions, ensuring a hassle-free experience through seamless technology integration.
Here’s a detailed guide to help you invest in Bajaj Mutual Fund:
- Step 1: Download and install the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your contact number, and tap 'I'm Ready to Trade.' Enter the OTP you receive to proceed.
- Step 3: Provide your email ID and set up an MPIN for enhanced security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5: Once your demat account is opened , navigate to the 'Mutual Funds' section and explore Bajaj Mutual Fund schemes. Select your preferred scheme for detailed insights.
- Step 6: Choose between Bajaj Mutual Fund SIP (Systematic Investment Plan) or lump sum options based on your financial goals, risk tolerance, and market conditions. Customize the SIP frequency or input the lump sum amount according to your preferences.
- Step 7: Confirm your investment in the chosen Bajaj Mutual Fund scheme. You will receive a verification via text message and OTP.
- Step 8: After completing the transaction, monitor your fund's performance against benchmarks.
Bajaj Mutual Fund offers a wide range of investment options tailored to meet the diverse financial goals and preferences of investors. Whether you're seeking long-term wealth accumulation or short-term gains, Bajaj Mutual Fund provides flexible SIP and lump sum options to cater to your unique needs.
To estimate the potential returns on your investments, you can use the Dhan’s Bajaj Mutual Fund SIP calculator .
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