Our Opinion
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Our Opinion
Riskometer
Low to Moderate
₹1,003.4182 -0.01%
As on 02-Apr-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Bajaj Finserv Low Duration Fund - Regular Plan
|
|
Low to Moderate
|
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1.00 |
||
 |
|
Low to Moderate
|
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0.59 |
||
|
|
Low to Moderate
|
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0.70 |
||
 |
|
Low to Moderate
|
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0.66 |
||
|
|
Low to Moderate
|
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0.58 |
₹665 Cr
--
5,000
1
1,000
6
About Bajaj Finserv Low Duration Fund - Regular Plan
Bajaj Finserv Low Duration Fund - Regular Plan is a debt mutual fund scheme of Bajaj Finserv Mutual Fund. Launched on February 20, 2026, it is currently managed by Nimesh Chandan and Siddharth Chaudhary. The fund has an expense ratio of 1.00% with an overall AUM (Assets Under Management) of ₹665 Cr.
Bajaj Finserv Low Duration Fund - Regular Plan is mandated to invest in bonds such that the duration of the portfolio is between six to twelve months, and therefore it is suitable to invest in for a similar time frame. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The Scheme seeks to generate optimal returns for its investors through a portfolio constituted of debt and money market securities. The Macaulay duration of the portfolio is managed between 6 months and 12 months, resulting in a low duration investment with relatively high interest rate risk and moderate credit risk. The Scheme seeks to offer a short-term savings avenue with low risk while balancing yield and liquidity.
Suitability
Low Duration funds are avoidable for most investors in our opinion, because:
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 Low Duration 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 Low Duration 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 Low Duration Fund - Regular Plan, is ₹1,003.4182 as of 04-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Punjab National Bank CD 05/03/2026 |
7.51
|
|
Canara Bank CD 18/03/2026 |
7.49
|
|
HDFC Bank Ltd CD 24/02/2027 |
7.04
|
|
National Bank For Agriculture & Rural Development CD 02/03/2027 |
7.02
|
|
Muthoot Finance Ltd NCD 8.90 07/10/2027 |
4.58
|
Over the past five years, Bajaj Finserv Low Duration Fund - Regular Plan has delivered an annualised return of --% as of 04-Apr-2026.
The minimum investment required to start investing in Bajaj Finserv Low Duration Fund - Regular Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
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