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Fund Facts
  • Name of Fund:
    Bajaj Finserv Equity Savings
  • Opening:
    28th July 2025
  • Closing:
    11th August 2025
  • Scheme Type:
    Open Ended Equity Savings
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    If units redeemed/switched out within 7 days from date of allotment,then 0.25% of the applicable NAV.
  • Thereafter:
    Nil

Fund Stats

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).

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Sorbh Gupta, Ilesh Savla, Siddharth Chaudhary

Asset Allocation

65-95% Equity
10-35% Debt and Money Market
Comparable existing schemes
Sundaram Equity Savings Fund 8.75(1Y) 13.02(3Y)
HSBC Equity Savings Fund 8.92(1Y) 14.25(3Y)

Fund Prognosis

Idea Distiller

The fund house's first offering in this category and it seems they have started looking at the core bank deposit audience.

  • Fund House AAUM:

  • 2410952.899(Rs.in lakhs)

  • Fund Manager:

  • Combined experience of above 16 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Being such a late entrant always has its pluses and minuses but the category has the potential to be a huge one. I would wait and watch to see how the scheme does before investing.