Bajaj Finserv Asset Management Limited

Bajaj Finserv Asset Management Limited

Bajaj Finserv Asset Management Limited, a wholly-owned subsidiary of Bajaj Finserv Limited, offers a wide range of innovative products and investment schemes across fixed income, equity, and hybrid categories, helping investors diversify their portfolios. The AMC has filed several schemes with the Securities and Exchange Board of India (SEBI), including liquid funds, overnight funds, money market funds, flexi-cap, arbitrage funds, balanced advantage funds, and large and mid-cap funds. With a future-oriented, customer-centric approach, Bajaj Finserv Asset Management aims to help individuals achieve their financial goals.

List of Bajaj Finserv Asset Management Limited in India

Fund Name

Rating

1Y Return

3Y Return

Fund Size (in Cr)

Bajaj Finserv Healthcare Fund Direct Growth

NA

-

-

-

Bajaj Finserv Liquid Fund Direct Growth

NA

7.47%

-

₹4336.10 Cr

Bajaj Finserv Flexi Cap Fund Direct Growth

NA

26.22%

-

₹3976.32 Cr

Bajaj Finserv Healthcare Fund Direct Reinvestment Inc Dist cum Cap Wdrl

NA

-

-

-

Bajaj Finserv Large Cap Fund Direct Payout Inc Dist cum Cap Wdrl

NA

-

-

₹1293.68 Cr

Bajaj Finserv Large Cap Fund Direct Reinvestment Inc Dist cum Cap Wdrl

NA

-

-

₹1293.68 Cr

Bajaj Finserv Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl

NA

-

-

₹475.18 Cr

Bajaj Finserv Large and Mid Cap Fund Direct Growth

NA

-

-

₹1641.04 Cr

Bajaj Finserv Balanced Advantage Fund Direct Growth

NA

8.95%

-

₹1315.22 Cr

Bajaj Finserv Multi Asset Allocation Fund Direct Growth

NA

-

-

₹1108.16 Cr

Bajaj Finserv Arbitrage Fund Direct Growth

NA

7.59%

-

₹1029.04 Cr

Bajaj Finserv Large Cap Fund Direct Growth

NA

-

-

₹1293.68 Cr

Bajaj Finserv Consumption Fund Direct Growth

NA

-

-

₹475.18 Cr

Bajaj Finserv Consumption Fund Direct Payout Inc Dist cum Cap Wdrl

NA

-

-

₹475.18 Cr

Bajaj Finserv Overnight Fund Direct Growth

NA

6.71%

-

₹233.31 Cr

Bajaj Finserv Banking and PSU Fund Direct Growth

NA

8.54%

-

₹121.89 Cr

Bajaj Finserv Money Market Fund Direct Growth

NA

7.78%

-

₹2862.59 Cr

Bajaj Finserv Healthcare Fund Direct Payout Inc Dist cum Cap Wdrl

NA

-

-

-

Key information about bajaj finserv mutual funds

Mutual fund name

Bajaj Finserv Mutual Fund

Asset Management Company Name

Bajaj Finserv Asset Management Limited

AMC Setup Date

01-Mar-2023

AMC Incorporation Date

18-Oct-2021

Sponsor Name

Bajaj Finserv Limited

Trustee Organisation

Bajaj Finserv Mutual Fund Trustee Limited

CIO

Mr. Nimesh Chandan

MD & CEO

Mr. Ganesh Mohan

Compliance Officer

Mr. Harish Iyer

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How can you invest in bajaj finserv mutual funds Mutual Funds

To invest in bajaj finserv mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:


Step 1 : Download the Lemonn App

If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.


Step 2 : Sign up / Log in

Sign up by providing your phone number and completing the basic registration process.

If you already have an account, simply log in.


Step 3 : Complete KYC

Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.


Step 4 : Search for bajaj finserv mutual funds Mutual Funds

Once your KYC is done, search for the bajaj finserv mutual funds Mutual Fund schemes you're interested in by using the search bar.


Step 5 : Choose a Scheme

You will see a list of various funds under bajaj finserv mutual funds. Explore the options, check their performance, risk profile, and investment objectives.

Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).


Step 6 : Decide on the Investment Amount

You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.


Step 7 : Confirm the Investment

Enter the amount you wish to invest.

Review the details and confirm the payment method (Net Banking, UPI, etc.).

After making the payment, you will receive a confirmation of your investment.


Step 8 : Track Your Investment

You can track the performance of your bajaj finserv mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.


If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!

Top Fund Managers

Nimesh Chandan
Nimesh Chandan is an investment professional with over 22 years of experience in the Indian capital markets. Earlier, as the Head of Investments at Canara Robeco AMC, he managed the entire equity business, overseeing equity assets worth Rs. 400 billion and advising Robeco funds on their India exposure of Rs. 350 billion. A strong proponent of Behavioral Finance, Nimesh has been actively writing and presenting on how psychology influences investment decision-making, sharing his insights with the investment community.

Sorbh Gupta
Sorbh Gupta is a Senior Fund Manager, Equity at Bajaj Finserv Asset Management Limited. With over 15 years of experience in the Indian equity markets, he has worked across fund management, research, and asset allocation. He has managed long-only equity mandates for some of the world’s largest institutions, as well as retail equity schemes for domestic mutual funds. Sorbh is a qualified Chartered Accountant and a Charter Holder of the CFA Institute, USA.

Siddharth Chaudhary
Siddharth Chaudhary has 17 years of experience in the fixed-income markets, including 12 years in the Asset Management Industry and 4 years at the interest rate desk in a bank treasury. In his previous role, he was the Head of Fixed Income, Institutional Business at Sundaram AMC. Siddharth has developed fixed-income frameworks and quantitative models that, when combined with macroeconomic analysis, improve decision-making with greater precision.

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FAQs

1.Should I invest in a Bajaj Finserv Mutual fund scheme?

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Whether you should invest in Bajaj Finserv Mutual Funds or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

2.How to Start a Bajaj Finserv Mutual Fund SIP online?

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There are two ways to start a Bajaj Finserv Mutual Fund SIP. For a hassle-free investing experience, you can invest in Bajaj Finserv Mutual Fund SIP online through the Lemonn App. Alternatively, you can start investing in Bajaj Finserv Mutual Fund SIP online through Bajaj Finserv Mutual Fund AMC official website.

3.How to redeem Bajaj Finserv Mutual funds Online?

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There are two ways of doing this. You can initiate your redemption request by Lemonn App. Alternatively, you can also redeem your investments by visiting the Bajaj Finserv Mutual Fund AMC website.

4.How much time does it take to redeem the Bajaj Finserv Mutual funds?

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The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

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