A Oneindia Venture

Bajaj Finserv Equity Savings Fund NFO

By Bajaj Finserv Mutual Fund Hybrid Hybrid
NFO Closed

Offer Price

₹10.00

Min. Investment

₹250

Open Date

28 Jul 2025

Close Date

11 Aug 2025

SIP Amount

₹500

Bajaj Finserv Equity Savings Fund is a New Fund Offer (NFO) by Bajaj Finserv Asset Management Limited categorized under Hybrid. The NFO is open for subscription from 28 Jul 2025 to 11 Aug 2025. Investors can subscribe with a lumpsum investment of ₹250. The offer price is ₹10.00 per unit. The fund will be managed by Sorbh Gupta. The fund has a risk rating of 'Moderate' with an expected expense ratio of 1.30%. It will benchmark against Nifty Equity Savings Total Return.

Fund Details

Offer Price
₹10.00 per unit
Subscription Period
28 Jul 2025 to 11 Aug 2025
Min. Lumpsum Amount
₹250
SIP Amount
Rs. 500
Scheme Type
Open Ended
Category
Hybrid - Equity Savings
Risk Level
Moderate
Expected Expense Ratio
1.30%
Exit Load
0.25%
Benchmark
Nifty Equity Savings Total Return
Plan Options
Growth, IDCW, IDCW-Reinvestment

Fund 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). However, there is no assurance that the investment objective of the Scheme will be achieved.

AMC Details

Name
Bajaj Finserv Mutual Fund
Fund Managers
Mr. Sorbh Gupta (Equity)
Mr. Ilesh Savla (Equity)
Mr. Siddharth Chaudhary (Debt)
Website
https://www.bajajamc.com

Top Funds from Hybrid - Equity Savings

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Axis Equity Savings Fund
Hybrid Regular
5.04% 33.10% 52.79% ₹931 2.28%
Moderately High
HDFC Equity Savings Fund - Regular Plan
Hybrid Regular
6.00% 32.96% 66.59% ₹5,904 1.88%
Moderately High
DSP Equity Savings Fund
Hybrid Regular
5.68% 32.85% 58.29% ₹3,936 1.46%
Moderately High
Aditya Birla Sun Life Equity Savings Fund - Direct Plan
Hybrid Direct
9.10% 32.62% 54.30% ₹974 0.53%
Moderate
Tata Equity Savings Fund - Regular Plan - Growth
Hybrid Regular
5.68% 32.36% 52.60% ₹277 1.13%
Low to Moderate
Tata Equity Savings Fund - Regular Plan
Hybrid Regular
5.68% 32.36% 52.50% ₹277 1.13%
Low to Moderate
Tata Equity Savings Fund - Regular Plan
Hybrid Regular
5.68% 32.36% 52.50% ₹277 1.13%
Low to Moderate
Mahindra Manulife Equity Savings Fund
Hybrid Regular
6.30% 31.78% 59.83% ₹551 2.36%
Moderate
Nippon India Equity Savings Fund - Direct Plan
Hybrid Direct
6.56% 31.70% 55.85% ₹945 1.75%
Moderate
Nippon India Equity Savings Fund - Direct Plan
Hybrid Direct
6.56% 31.70% 55.85% ₹945 1.75%
Moderate

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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