Bajaj Finserv Mutual Fund
AMFI Registered Mutual Fund
Official Total AUM
₹31.8k Cr
AMFI Disclosed
Schemes Managed
21
Active Portfolios
Inception Date
2021-10-17
Founding Year
Key Managers
3
Tracked Professionals
📍 Office: S. No - 239/2, 11th Floor, Office No. 1101 A and 1101 B,Sky One Corporate Park, Lohegaon, Pune, Maharashtra Pune 411032
🌐 Website: www.bajajamc.com/
Key People & Fund Managers (3)
Siddharth Chaudhary
🎓 Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Sorbh Gupta
🎓 Mr. Gupta is a B.Com, CA and CFA.
Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Nimesh Chandan
🎓 Mr. Chandan is an MBA in Finance.
He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
All Mutual Fund Schemes (21)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| Bajaj Finserv Flexi Cap Fund | Equity Scheme - Flexi Cap Fund | ₹7.1k Cr | ₹15.49 | +3.01% | +15.34% | — | |
| Bajaj Finserv Liquid Fund | Debt Scheme - Liquid Fund | ₹6.0k Cr | ₹1234.57 | +6.31% | +6.78% | — | |
| Bajaj Finserv Money Market Fund | Income/Debt Oriented Schemes - Money Market Fund | ₹4.2k Cr | ₹1232.51 | +5.84% | +6.72% | — | |
| Bajaj Finserv Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund | ₹2.3k Cr | ₹12.16 | -1.09% | — | — | |
| Bajaj Finserv Small Cap Fund | Equity Scheme - Small Cap Fund | ₹1.9k Cr | ₹11.24 | +13.91% | — | — | |
| Bajaj Finserv Multi Asset Allocation Fund | Hybrid Scheme - Multi Asset Allocation | ₹1.8k Cr | ₹12.16 | +8.50% | — | — | |
| BAJAJ FINSERV LARGE CAP FUND | Equity Scheme - Large Cap Fund | ₹1.5k Cr | ₹9.90 | -1.98% | — | — | |
| Bajaj Finserv Multi Cap Fund | Equity Scheme - Multi Cap Fund | ₹1.3k Cr | ₹12.19 | +8.26% | — | — | |
| Bajaj Finserv Balanced Advantage Fund | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹1.2k Cr | ₹11.61 | +1.50% | — | — | |
| Bajaj Finserv Arbitrage Fund | Hybrid Scheme - Arbitrage Fund | ₹1.1k Cr | ₹12.01 | +5.88% | +6.26% | — | |
| Bajaj Finserv Overnight Fund | Debt Scheme - Overnight Fund | ₹958.4 Cr | ₹1208.64 | +5.29% | +6.04% | — | |
| Bajaj Finserv Consumption Fund | Equity Scheme - Sectoral/ Thematic | ₹603.5 Cr | ₹9.24 | -7.77% | — | — | |
| Bajaj Finserv Ultra Short to Short Term Fund | Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | ₹578.9 Cr | ₹1032.51 | — | — | — | |
| Bajaj Finserv Banking and Financial Services Fund | Equity Scheme - Sectoral/ Thematic | ₹427.6 Cr | ₹9.72 | — | — | — | |
| Bajaj Finserv Healthcare Fund | Equity Scheme - Sectoral/ Thematic | ₹330 Cr | ₹11.90 | +19.06% | — | — | |
| Bajaj Finserv Banking and PSU Debt Fund | Income/Debt Oriented Schemes - Banking and PSU Debt Fund | ₹327.4 Cr | ₹12.05 | +4.51% | — | — | |
| Bajaj Finserv ELSS - Tax Saver Fund | Equity Schemes - ELSS- Tax Saver Fund | ₹82.4 Cr | ₹11.39 | +0.81% | — | — | |
| Bajaj Finserv Nifty 50 Index Fund | Other Scheme - Index Funds | ₹38 Cr | ₹9.45 | -7.94% | — | — | |
| Bajaj Finserv Equity Savings Fund | Hybrid Scheme - Equity Savings | ₹35.2 Cr | ₹10.42 | +3.86% | — | — | |
| Bajaj Finserv Nifty Next 50 Index Fund | Other Scheme - Index Funds | ₹29.6 Cr | ₹11.38 | +2.52% | — | — | |
| Bajaj Finserv Gilt Fund | Debt Scheme - Gilt Fund | ₹28.6 Cr | ₹1060.82 | +3.17% | — | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).