Bajaj FInserv Equity SavIngs Fund - Regular - Growth
Fund House: Bajaj Finserv Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 28-07-2025 |
| Asset Class: Equity |
| Benchmark: Nifty Equity Savings TRI |
| TER: 2.29% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 39.76 Cr As on 30-09-2026(Source:AMFI) |
| 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 |
10.391
0.01 (0.0674%)
3.25%
Benchmark: 8.96%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 - Growth | 28-07-2025 | 3.27 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
7.76%
Others
32.07%
Large Cap
50.29%
Mid Cap
9.88%
