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Bajaj Finserv Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 31,090.29
- 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
Filters
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Bajaj Finserv Multi Cap Fund - Regular Growth
|
1,251 | - | - | |
Bajaj Finserv Large Cap Fund - Regular Growth
|
1,484 | - | - | |
Bajaj Finserv Large and Mid Cap Fund - Reg Growth
|
2,304 | - | - | |
Bajaj Finserv Small Cap Fund - Regular Growth
|
1,903 | - | - | |
Bajaj Finserv Consumption Fund - Regular Growth
|
615 | - | - | |
Bajaj Finserv Healthcare Fund - Regular Growth
|
323 | - | - | |
Bajaj Finserv Banking and Financial Services Fund-Reg Growth
|
415 | - | - | |
Bajaj Finserv ELSS Tax Saver Fund - Regular Growth
|
82 | - | - | |
Bajaj Finserv Overnight Fund - Regular Growth
|
1,097 | - | - | |
Bajaj Finserv Liquid Fund - Regular Growth
|
5,515 | - | - |
View More
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
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 Multi Cap Fund - Regular Growth is an Multi Cap scheme that was launched on 06-02-2025 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive
AUM of ₹1,251 Crores, this scheme's latest NAV is ₹11.502 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Multi Cap Fund - Regular Growth scheme has delivered a return performance of 4.35% in the last 1 year, - in the last 3 years, and an 12.08 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 Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,251
- 3Y Return
- -
- Bajaj Finserv Large Cap Fund - Regular Growth is an Large Cap scheme that was launched on 29-07-2024 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive
AUM of ₹1,484 Crores, this scheme's latest NAV is ₹9.671 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Large Cap Fund - Regular Growth scheme has delivered a return performance of -1.28% in the last 1 year, - in the last 3 years, and an -1.89 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large Cap Mutual Funds.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,484
- 3Y Return
- -
- Bajaj Finserv Large and Mid Cap Fund - Reg Growth is an Large & Mid Cap scheme that was launched on 06-02-2024 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive
AUM of ₹2,304 Crores, this scheme's latest NAV is ₹11.84 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Large and Mid Cap Fund - Reg Growth scheme has delivered a return performance of -0.29% in the last 1 year, - in the last 3 years, and an 7.87 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,304
- 3Y Return
- -
- Bajaj Finserv Small Cap Fund - Regular Growth is an Small Cap scheme that was launched on 27-06-2025 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive
AUM of ₹1,903 Crores, this scheme's latest NAV is ₹9.964 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Small Cap Fund - Regular Growth scheme has delivered a return performance of - in the last 1 year, - in the last 3 years, and an -0.36 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Small Cap Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,903
- 3Y Return
- -
- Bajaj Finserv Consumption Fund - Regular Growth is an Sectoral / Thematic scheme that was launched on 08-11-2024 and is currently under the management of our experienced fund manager Sayan Das Sharma. With an impressive
AUM of ₹615 Crores, this scheme's latest NAV is ₹8.707 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Consumption Fund - Regular Growth scheme has delivered a return performance of -7.72% in the last 1 year, - in the last 3 years, and an -8.97 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 615
- 3Y Return
- -
- Bajaj Finserv Healthcare Fund - Regular Growth is an Sectoral / Thematic scheme that was launched on 06-12-2024 and is currently under the management of our experienced fund manager Vinay Bafna. With an impressive
AUM of ₹323 Crores, this scheme's latest NAV is ₹10.5 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Healthcare Fund - Regular Growth scheme has delivered a return performance of 12.75% in the last 1 year, - in the last 3 years, and an 3.55 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 323
- 3Y Return
- -
- Bajaj Finserv Banking and Financial Services Fund-Reg Growth is an Sectoral / Thematic scheme that was launched on 10-11-2025 and is currently under the management of our experienced fund manager Kishore Agarwal. With an impressive
AUM of ₹415 Crores, this scheme's latest NAV is ₹9.38 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Banking and Financial Services Fund-Reg Growth scheme has delivered a return performance of - in the last 1 year, - in the last 3 years, and an -6.20 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 415
- 3Y Return
- -
- Bajaj Finserv ELSS Tax Saver Fund - Regular Growth is an ELSS scheme that was launched on 24-12-2024 and is currently under the management of our experienced fund manager Nimesh Chandan. With an impressive
AUM of ₹82 Crores, this scheme's latest NAV is ₹11.283 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv ELSS Tax Saver Fund - Regular Growth scheme has delivered a return performance of 2.63% in the last 1 year, - in the last 3 years, and an 9.68 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 82
- 3Y Return
- -
- 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 ₹1,097 Crores, this scheme's latest NAV is ₹1188.4167 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Overnight Fund - Regular Growth scheme has delivered a return performance of 5.37% in the last 1 year, - in the last 3 years, and an 6.17 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.)
- ₹ 1,097
- 3Y Return
- -
- 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 ₹5,515 Crores, this scheme's latest NAV is ₹1208.1154 as of 5/21/2026 12:00:00 AM.
Bajaj Finserv Liquid Fund - Regular Growth scheme has delivered a return performance of 6.03% in the last 1 year, - in the last 3 years, and an 6.78 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.)
- ₹ 5,515
- 3Y Return
- -
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.