Bajaj Finserv Mutual Fund - Schemes, NAV & Returns
Bajaj Finserv Mutual Fund offers one of India's most trusted and diversified investment platforms, with 104 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their jour...
Bajaj Finserv Mutual Fund offers one of India's most trusted and diversified investment platforms, with 104 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. The Bajaj Finserv Flexi Cap Fund Direct-Growth leads the fund house with the highest AUM at ₹7,768.94 Cr, a testament to the scale of investor confidence it commands. With an average expense ratio of 1.16% across all schemes, Bajaj Finserv Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
Bajaj Finserv Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Equity, Debt, Hybrid
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Bajaj Finserv Mutual Fund
features a diverse lineup of
104
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
Bajaj Finserv Flexi Cap Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹7,768.94 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
Bajaj Finserv Mutual Fund
based on historical returns include:
Bajaj Finserv Arbitrage Fund Direct-Growth
: Delivered
1.67%
returns over a 3-month period.
Bajaj Finserv Healthcare Fund Direct-Growth
: Achieved
11.23%
returns over a 6-month horizon.
Bajaj Finserv Healthcare Fund Direct-Growth
: Recorded
10.09%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
Bajaj Finserv Mutual Fund
portfolio are:
Bajaj Finserv Money Market Fund Direct-Growth
: Generated
7.06%
returns over a 2-year period.
Bajaj Finserv Flexi Cap Fund Direct-Growth
: Posted
14.49%
returns over a 3-year horizon.
Across the active lineup of
Bajaj Finserv Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
Bajaj Finserv BSE Top 10 Banks ETF-Growth
features an expense ratio of
3.05%.
Lowest Expense Ratio:
Bajaj Finserv Liquid Fund Direct-Growth
offers a lower expense ratio of
0.08%.
