Our Opinion
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Our Opinion
Riskometer
Low to Moderate
₹10.1410 0.02%
As on 02-Apr-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Bajaj Finserv Equity Savings Fund - Regular Plan
|
|
Low to Moderate
|
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1.30 |
||
 |
|
Low to Moderate
|
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0.96 |
||
 |
|
Moderately High
|
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1.75 |
||
|
|
Moderately High
|
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1.89 |
||
|
|
Moderate
|
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1.50 |
₹31 Cr
0.25 (7)
500
500
250
60
About Bajaj Finserv Equity Savings Fund - Regular Plan
Bajaj Finserv Equity Savings Fund - Regular Plan is a hybrid mutual fund scheme of Bajaj Finserv Mutual Fund. Launched on August 19, 2025, it is currently managed by Siddharth Chaudhary, Sorbh Gupta and Ilesh Savla. The fund has an expense ratio of 1.30% with an overall AUM (Assets Under Management) of ₹31 Cr.
Bajaj Finserv Equity Savings Fund - Regular Plan invests about a third of your money each in equity shares, bonds and arbitrage opportunities, though these proportions may vary a bit. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹250.
Investment Strategy
The Scheme seeks 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).
Suitability
Equity Savings funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Bajaj Finserv Equity Savings Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Bajaj Finserv Equity Savings Fund - Regular Plan can be bought from the Bajaj Finserv Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Bajaj Finserv Equity Savings Fund - Regular Plan, is ₹10.1410 as of 03-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Bajaj Finserv Money Market Direct-G |
23.49
|
Over the past five years, Bajaj Finserv Equity Savings Fund - Regular Plan has delivered an annualised return of --% as of 03-Apr-2026.
The minimum investment required to start investing in Bajaj Finserv Equity Savings Fund - Regular Plan is ₹500 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.
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