Bajaj Finserv Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 31,210.78
- Number of Schemes 21
Bajaj Finserv Mutual Fund is a newer AMC that comes under a well-known financial services group, and it has been steadily building its product presence in the mutual fund space. The AMC’s positioning is often associated with bringing institutional capability into a newer fund house context, offering investors another option when they are building diversified portfolios across multiple AMCs and styles.
If you’re searching for Bajaj Finserv Mutual Fund schemes or checking Bajaj Finserv Mutual Fund returns, the practical way to evaluate suitability is to focus on what role a scheme plays - core long-term allocation, tactical exposure, or portfolio balancing—rather than treating performance as a single deciding factor. On 5paisa, you can explore schemes, invest via SIPs or lump sum, and manage future actions from a single dashboard.
For investors building habits, SIPs can simplify participation by reducing the need to time entries.
List of Bajaj Finserv Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Bajaj Finserv Liquid Fund - Regular Growth
|
4,352 | 6.80% | - | |
Bajaj Finserv Overnight Fund - Regular Growth
|
680 | 6.13% | - | |
Bajaj Finserv Low Duration Fund - Regular Growth
|
517 | - | - | |
Bajaj Finserv Money Market Fund - Regular Growth
|
3,904 | - | - | |
Bajaj Finserv Banking and PSU Fund - Reg Growth
|
369 | - | - | |
Bajaj Finserv Gilt Fund - Regular Growth
|
26 | - | - | |
| Bajaj Finserv Balanced Advantage Fund - Reg Growth
|
1,239 | - | - | |
Bajaj Finserv Multi Asset Allocation Fund-Reg Growth
|
1,875 | - | - | |
Bajaj Finserv Arbitrage Fund - Regular Growth
|
1,209 | - | - | |
Bajaj Finserv Equity Savings Fund - Regular Growth
|
37 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Bajaj Finserv Liquid Fund - Regular Growth
|
6.80% Fund Size (Cr.) - 4,352 |
||
Bajaj Finserv Overnight Fund - Regular Growth
|
6.13% Fund Size (Cr.) - 680 |
||
Bajaj Finserv Low Duration Fund - Regular Growth
|
- Fund Size (Cr.) - 517 |
||
Bajaj Finserv Money Market Fund - Regular Growth
|
- Fund Size (Cr.) - 3,904 |
||
Bajaj Finserv Banking and PSU Fund - Reg Growth
|
- Fund Size (Cr.) - 369 |
||
Bajaj Finserv Gilt Fund - Regular Growth
|
- Fund Size (Cr.) - 26 |
||
| Bajaj Finserv Balanced Advantage Fund - Reg Growth
|
- Fund Size (Cr.) - 1,239 |
||
Bajaj Finserv Multi Asset Allocation Fund-Reg Growth
|
- Fund Size (Cr.) - 1,875 |
||
Bajaj Finserv Arbitrage Fund - Regular Growth
|
- Fund Size (Cr.) - 1,209 |
||
Bajaj Finserv Equity Savings Fund - Regular Growth
|
- Fund Size (Cr.) - 37 |
Key Information about Bajaj Finserv Mutual Fund
- Name of the Mutual Fund
- Bajaj Finserv Mutual Fund
- Set Up Date
- 01 March 2023
- Date of Incorporation
- 18 October 2021
- Sponsor Name
- Bajaj Finserv Limited
- Trustee Name
- Bajaj Finserv Mutual Fund Trustee Limited
- Chief Executive Officer
- Mr. Ganesh Mohan
- Chief Investment Officer
- Mr. Nimesh Chandan
- Investment Service Officer
- Mr. Sameer Nesarikar
- Compliance Officer
- Mr. Harish Iyer
- Auditor
- M/s Kirtane & Pandit LLP (Trustee) , M/s Kirtane & Pandit LLP (Schemes), M/s Khimji Kunverji & Co, LLP (AMC)
- Custodian
- Deutsche Bank
- Registrars
- KFin Technologies Pvt. Ltd
- Address
- Head Office: 8th floor, E-Core, Solitaire Business Hub (formerly Marvel Edge), Viman Nagar Pune:411014
- Telephone No
- 1800-309-3900
- Fax No
- 020 67672550
Bajaj Finserv Mutual Fund Managers
Mr. Chandan has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.
Mr. Chaudhary joined the Company in July 2022 as Senior Fund Manager - Fixed Income. Prior to this he was associated with Sundaram Asset Management Co. Ltd from April 2019 - July 2022 as Head Fixed Income - Institutional Business, from April 2017 - March 2019 as Senior Fund Manager - Fixed Income, from August 2010 - March 2017 as Fund Manager - Fixed Income. During June 2006 - September 2010 he was working as Senior Manager, Treasury Deptt in Indian Bank
Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Mr. Savla joined Bajaj Finserv Asset Management Limited in April 2023. Mr. Savla has over 23 years of work experience across various functions in Equity Dealing and Sales Trading / Dealing profile. Prior to BFAML, Mr. Savla was associated with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities.
Mr. Vinay Bafna has been associated with the AMC as Research Analyst. Prior to joining the AMC, he was associated with ICICI Securities Limited as Research Analyst, tracking metals & commodities, pharma. He has over 10 years of work experience in researching different commodities market and sectors such as metals & commodities, pharma, IT, hospitality and supporting ERP used by global commodity clients.
How to Invest in Bajaj Finserv Mutual Fund?
Investing in Bajaj Finserv Mutual Fund through 5paisa is a guided digital process that keeps the steps simple while letting you make a goal-driven fund selection. Here’s how to invest:
Step 1: Log in to your 5paisa account or register a new one with your mobile number and email.
Step 2: Complete your KYC online using PAN and address proof so your account becomes ready for mutual fund transactions.
Step 3: Visit Mutual Funds and search for Bajaj Finserv Mutual Fund to explore Bajaj Finserv Mutual Fund schemes listed on the platform.
Step 4: Decide whether you want long-term growth, diversified exposure, or a specific category-based allocation, then shortlist accordingly.
Step 5: Review scheme details to ensure the category, horizon, and risk profile match your preferences.
Step 6: Choose SIP if you’re aiming for disciplined investing, or lump sum if you’re investing a one-time amount.
Step 7: Confirm and pay, then track your holdings via the 5paisa portfolio dashboard for visibility and ongoing management.
Units are allotted after processing, and SIP controls remain accessible on the platform.
How to Invest in Bajaj Finserv Mutual Fund ?
Investing in Bajaj Finserv Mutual Fund through 5paisa is a guided digital process that keeps the steps simple while letting you make a goal-driven fund selection. Here’s how to invest:
Step 1: Log in to your 5paisa account or register a new one with your mobile number and email.
Step 2: Complete your KYC online using PAN and address proof so your account becomes ready for mutual fund transactions.
Step 3: Visit Mutual Funds and search for Bajaj Finserv Mutual Fund to explore Bajaj Finserv Mutual Fund schemes listed on the platform.
Step 4: Decide whether you want long-term growth, diversified exposure, or a specific category-based allocation, then shortlist accordingly.
Step 5: Review scheme details to ensure the category, horizon, and risk profile match your preferences.
Step 6: Choose SIP if you’re aiming for disciplined investing, or lump sum if you’re investing a one-time amount.
Step 7: Confirm and pay, then track your holdings via the 5paisa portfolio dashboard for visibility and ongoing management.
Units are allotted after processing, and SIP controls remain accessible on the platform.
Top 10 Bajaj Finserv Mutual Fund to Invest
- Bajaj Finserv Liquid Fund - Regular Growth is an Liquid scheme that was launched on 29-06-2023 and is currently under the management of our experienced fund manager Siddharth Chaudhary. With an impressive AUM of ₹4,352 Crores, this scheme's latest NAV is ₹1220.6099 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Liquid Fund - Regular Growth scheme has delivered a return performance of 6.15% in the last 1 year, 6.80% in the last 3 years, and an 6.80 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Liquid Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 4,352
- 3Y Return
- 6.80%
- Bajaj Finserv Overnight Fund - Regular Growth is an Overnight scheme that was launched on 29-06-2023 and is currently under the management of our experienced fund manager Siddharth Chaudhary. With an impressive AUM of ₹680 Crores, this scheme's latest NAV is ₹1197.5014 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Overnight Fund - Regular Growth scheme has delivered a return performance of 5.34% in the last 1 year, 6.13% in the last 3 years, and an 6.13 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Overnight Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 680
- 3Y Return
- 6.13%
- Bajaj Finserv Low Duration Fund - Regular Growth is an Low Duration scheme that was launched on 09-02-2026 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive AUM of ₹517 Crores, this scheme's latest NAV is ₹1022.4205 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Low Duration Fund - Regular Growth scheme has delivered a return performance of - in the last 1 year, - in the last 3 years, and an 2.24 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Low Duration Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 517
- 3Y Return
- -
- Bajaj Finserv Money Market Fund - Regular Growth is an Money Market scheme that was launched on 17-07-2023 and is currently under the management of our experienced fund manager Siddharth Chaudhary. With an impressive AUM of ₹3,904 Crores, this scheme's latest NAV is ₹1218.1144 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Money Market Fund - Regular Growth scheme has delivered a return performance of 5.54% in the last 1 year, - in the last 3 years, and an 6.86 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Money Market Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 3,904
- 3Y Return
- -
- Bajaj Finserv Banking and PSU Fund - Reg Growth is an Banking and PSU scheme that was launched on 25-10-2023 and is currently under the management of our experienced fund manager Siddharth Chaudhary. With an impressive AUM of ₹369 Crores, this scheme's latest NAV is ₹11.9742 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Banking and PSU Fund - Reg Growth scheme has delivered a return performance of 4.24% in the last 1 year, - in the last 3 years, and an 6.98 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Banking and PSU Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 369
- 3Y Return
- -
- Bajaj Finserv Gilt Fund - Regular Growth is an Gilt scheme that was launched on 30-12-2024 and is currently under the management of our experienced fund manager Siddharth Chaudhary. With an impressive AUM of ₹26 Crores, this scheme's latest NAV is ₹1063.3991 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Gilt Fund - Regular Growth scheme has delivered a return performance of 1.99% in the last 1 year, - in the last 3 years, and an 4.20 since its launch. With a minimum SIP investment of just ₹1000, this scheme offers a great investment opportunity for those looking to invest in Gilt Fund.
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 26
- 3Y Return
- -
- Bajaj Finserv Balanced Advantage Fund - Reg Growth is an Dynamic Asset Allocation or Balanced Advantage scheme that was launched on 24-11-2023 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive AUM of ₹1,239 Crores, this scheme's latest NAV is ₹11.579 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Balanced Advantage Fund - Reg Growth scheme has delivered a return performance of 1.12% in the last 1 year, - in the last 3 years, and an 5.85 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Dynamic Asset Allocation or Balanced Advantage.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,239
- 3Y Return
- -
- Bajaj Finserv Multi Asset Allocation Fund-Reg Growth is an Multi Asset Allocation scheme that was launched on 13-05-2024 and is currently under the management of our experienced fund manager Anup Kulkarni. With an impressive AUM of ₹1,875 Crores, this scheme's latest NAV is ₹12.0866 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Multi Asset Allocation Fund-Reg Growth scheme has delivered a return performance of 8.40% in the last 1 year, - in the last 3 years, and an 9.39 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,875
- 3Y Return
- -
- Bajaj Finserv Arbitrage Fund - Regular Growth is an Arbitrage scheme that was launched on 08-09-2023 and is currently under the management of our experienced fund manager Ilesh Savla. With an impressive AUM of ₹1,209 Crores, this scheme's latest NAV is ₹11.908 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Arbitrage Fund - Regular Growth scheme has delivered a return performance of 5.88% in the last 1 year, - in the last 3 years, and an 6.36 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 Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,209
- 3Y Return
- -
- Bajaj Finserv Equity Savings Fund - Regular Growth is an Equity Savings scheme that was launched on 28-07-2025 and is currently under the management of our experienced fund manager Sorbh Gupta. With an impressive AUM of ₹37 Crores, this scheme's latest NAV is ₹10.36 as of 7/14/2026 12:00:00 AM.
Bajaj Finserv Equity Savings Fund - Regular Growth scheme has delivered a return performance of - in the last 1 year, - in the last 3 years, and an 3.60 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Equity Savings.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 37
- 3Y Return
- -
Upcoming NFO
-
-
13 Jul 2026
Launch Date
15 Jul 2026
Closed Date
Other Calculators
Frequently Asked Questions
Search Bajaj Finserv Mutual Fund in the Mutual Funds section, select a scheme aligned with your goal, and invest via SIP or lump sum through 5paisa.
The best Bajaj Finserv Mutual Fund for SIP is typically the scheme that fits your time horizon and goal while aligning with your volatility comfort and portfolio allocation.
Direct plans generally avoid distributor commissions, while scheme-level costs such as expense ratio apply and are disclosed in the scheme information.
Yes, SIPs can be managed digitally on 5paisa, including pausing or discontinuing future instalments depending on the SIP instruction setup.
You need KYC completion, an active 5paisa account, and a linked bank account so purchases and redemption proceeds can be processed seamlessly.
It is fairly simple to increase your SIP amount in Bajaj Finserv Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.