BAJAJ FINSERV EQUITY SAVINGS FUND - REGULAR - IDCW
Fund House: Bajaj Finserv Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 28-07-2025 |
| Asset Class: Equity |
| Benchmark: Nifty Equity Savings TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: - |
| Turn over: - | Exit Load: 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 |
10.021
0 (0.02%)
0.06%
Benchmark: 9.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Equity Savings TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The objective of the Scheme is to generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments). However, there is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BAJAJ FINSERV EQUITY SAVINGS FUND - REGULAR - IDCW | 28-07-2025 | - | - | - | - | - |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 7.18 | 12.1 | 11.09 | 10.62 | 9.07 |
| ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 6.82 | 8.56 | 8.96 | 9.26 | 8.53 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 10-11-2014 | 6.55 | 8.83 | 8.83 | 9.21 | 7.86 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 5.48 | 10.89 | 9.7 | 9.87 | 7.52 |
| LIC MF Equity Savings Fund-Regular Plan-Growth | 01-01-2013 | 5.44 | 10.48 | 9.33 | 9.52 | 6.95 |
| BANDHAN Equity Savings Fund - Regular Plan - Growth | 09-06-2008 | 5.22 | 7.83 | 7.59 | 7.93 | 6.59 |
| PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 5.06 | 7.42 | 7.08 | 8.54 | 7.15 |
| DSP Equity Savings Fund - Regular Plan - Growth | 28-03-2016 | 5.0 | 10.63 | 9.76 | 10.77 | - |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 4.94 | 11.32 | 10.79 | 11.84 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
