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).
Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Sorbh Gupta
Mr. Gupta is a B.Com, CA and CFA.
Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Bajaj Finserv Equity Savings Fund is ₹10.45 as of 2026-08-28.
Bajaj Finserv Equity Savings Fund is classified as a Equity Savings fund.
The Assets Under Management (AUM) of Bajaj Finserv Equity Savings Fund is ₹40.99 Cr.
The expense ratio of Bajaj Finserv Equity Savings Fund is 2.31%.
Bajaj Finserv Equity Savings Fund is managed by Sorbh Gupta.
The minimum SIP investment for Bajaj Finserv Equity Savings Fund is ₹500.
The exit load for Bajaj Finserv Equity Savings Fund is 0.25%.
As per the SEBI Riskometer, Bajaj Finserv Equity Savings Fund carries a Moderate risk level.
Bajaj Finserv Equity Savings Fund has delivered 4.24% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Bajaj Finserv Equity Savings Fund was launched on 2021-10-18.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
