How to Invest in Bajaj Finserv Equity Savings Fund Direct Growth?

You can easily invest in Bajaj Finserv Equity Savings Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Bajaj Finserv Equity Savings Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Bajaj Finserv Equity Savings Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Bajaj Finserv Equity Savings Fund Direct Growth provide?

The Bajaj Finserv Equity Savings Fund Direct Growth has been there from 19 Aug 2025 and the average annual returns provided by this fund is NA% since its inception.

How much expense ratio is charged by Bajaj Finserv Equity Savings Fund Direct Growth?

The term Expense Ratio used for Bajaj Finserv Equity Savings Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Bajaj Finserv Equity Savings Fund Direct Growth is 0.30% as of 20 Sep 2025...

What is the AUM of Bajaj Finserv Equity Savings Fund Direct Growth?

The AUM, short for Assets Under Management of Bajaj Finserv Equity Savings Fund Direct Growth is ₹25.74Cr as of 20 Sep 2025.

How to Redeem Bajaj Finserv Equity Savings Fund Direct Growth?

If you want to sell your Bajaj Finserv Equity Savings Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Bajaj Finserv Equity Savings Fund Direct Growth?

You can select either SIP or Lumpsum investment of Bajaj Finserv Equity Savings Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Bajaj Finserv Equity Savings Fund Direct Growth?

The NAV of Bajaj Finserv Equity Savings Fund Direct Growth is ₹10.04 as of 19 Sep 2025.

What is the PE and PB ratio of Bajaj Finserv Equity Savings Fund Direct Growth?

The PE ratio ratio of Bajaj Finserv Equity Savings Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Bajaj Finserv Equity Savings Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Bajaj Finserv Equity Savings Fund Direct Growth
Hybrid
Equity Savings
Low Risk
All
 NAV: 19 Sep 2025
₹10.04
Rating
NA
Min. SIP amount
₹500
Fund size
₹25.74Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹100
Min. for SIP₹500
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Absolute returns
1M3M6MAll
Fund returnsNANANA0.4%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonHybrid, Equity Savings fundsRating1Y3YFund Size(Cr)
Kotak Equity Savings Fund Direct Growth
4
6.2%13.1%8,486.87
Edelweiss Equity Savings Fund Direct Growth
5
8.2%12.5%843.46
DSP Equity Savings Fund Direct Growth
5
5.3%11.1%3,590.55
ICICI Prudential Equity Savings Fund Direct Growth
5
7.2%9.6%15,863.40
Bandhan Equity Savings Fund Direct Growth
4
6.0%8.7%333.48
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
16 Sep 2025 - Present
0.30%
15 Sep 2025 - 16 Sep 2025
0.30%
13 Sep 2025 - 15 Sep 2025
0.30%
12 Sep 2025 - 13 Sep 2025
0.30%
11 Sep 2025 - 12 Sep 2025
0.30%
10 Sep 2025 - 11 Sep 2025
0.30%
09 Sep 2025 - 10 Sep 2025
0.30%
08 Sep 2025 - 09 Sep 2025
0.30%
07 Sep 2025 - 08 Sep 2025
0.30%
06 Sep 2025 - 07 Sep 2025
0.30%
05 Sep 2025 - 06 Sep 2025
0.30%
04 Sep 2025 - 05 Sep 2025
0.30%
03 Sep 2025 - 04 Sep 2025
0.30%
02 Sep 2025 - 03 Sep 2025
0.30%
01 Sep 2025 - 02 Sep 2025
0.30%
31 Aug 2025 - 01 Sep 2025
0.30%
30 Aug 2025 - 31 Aug 2025
0.30%
29 Aug 2025 - 30 Aug 2025
0.30%
28 Aug 2025 - 29 Aug 2025
0.30%
27 Aug 2025 - 28 Aug 2025
0.30%
26 Aug 2025 - 27 Aug 2025
0.30%
25 Aug 2025 - 26 Aug 2025
0.30%
24 Aug 2025 - 25 Aug 2025
0.30%
22 Aug 2025 - 24 Aug 2025
0.30%
21 Aug 2025 - 22 Aug 2025
0.30%
20 Aug 2025 - 21 Aug 2025
0.30%
Expense ratio, exit load and taxExpense ratio: 0.30%Inclusive of GST
Exit loadExit load of 0.25%, if redeemed within 7 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund managementSiddharth Chaudhary
Jul 2025 - Present
View details
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Also manages these schemes
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Ultra Short Term Fund Direct Growth
Bajaj Finserv Liquid Fund Direct Growth
Bajaj Finserv Overnight Fund Direct Growth
Bajaj Finserv Money Market Fund Direct Growth
Bajaj Finserv Flexi Cap Fund Direct Growth
Bajaj Finserv Arbitrage Fund Direct Growth
Bajaj Finserv Banking and PSU Fund Direct Growth
Bajaj Finserv Balanced Advantage Fund Direct Growth
Bajaj Finserv Large and Mid Cap Fund Direct Growth
Bajaj Finserv Large Cap Fund Direct Growth
Bajaj Finserv Healthcare Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Bajaj Finserv Gilt Fund Direct Growth
Bajaj Finserv Multi Cap Fund Direct Growth
Bajaj Finserv Small Cap Fund Direct Growth
Bajaj Finserv Equity Savings Fund Direct Growth
Sorbh Gupta
Jul 2025 - Present
View details
Education
Mr. Gupta is a B.Com, CA and CFA.
Experience
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.
Also manages these schemes
Bajaj Finserv Flexi Cap Fund Direct Growth
Bajaj Finserv Balanced Advantage Fund Direct Growth
Bajaj Finserv Large and Mid Cap Fund Direct Growth
Bajaj Finserv Large Cap Fund Direct Growth
Bajaj Finserv Healthcare Fund Direct Growth
Bajaj Finserv ELSS Tax Saver Fund Direct Growth
Bajaj Finserv Multi Cap Fund Direct Growth
Bajaj Finserv Small Cap Fund Direct Growth
Bajaj Finserv Equity Savings Fund Direct Growth
Ilesh Savla
Jul 2025 - Present
View details
Education
Mr. Savla has done B.Com and MBA, Finance
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities, SBI Capital Markets, Emkay Global Financial Services Ltd, Citi and ENAM
Also manages these schemes
Bajaj Finserv Arbitrage Fund Direct Growth
Bajaj Finserv Nifty Next 50 Index Fund Direct Growth
Bajaj Finserv Nifty 50 Index Fund Direct Growth
Bajaj Finserv Equity Savings Fund Direct Growth
Fund house & investment objective
Bajaj Finserv Mutual Fund
Rank (total assets)NA
Total AUM₹25,444.35Cr
Date of Incorporation18 Oct 2021
    Bajaj Finserv Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Bajaj Finserv Mutual Fund.     This scheme was made available to investors on 18 Oct 2021.     Siddharth Chaudhary is the Current Fund Manager of Bajaj Finserv Equity Savings Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹25,444 Cr and     the Latest NAV as of 19 Sep 2025 is ₹10.04.  

    The Bajaj Finserv Equity Savings Fund Direct Growth is rated Low risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹500.     Exit load of 0.25%, if redeemed within 7 days.
  ;
Investment ObjectiveThe 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). 
 
;
Fund benchmarkNIFTY Equity Savings Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
S. No - 239/2, 11th Floor, Office No. 1101 A and 1101 B,Sky One Corporate Park, Lohegaon, Pune, Maharashtra Pune  411032
Phone
NA
Launch Date
18 Oct 2021
E-mail
NA
Website
Bajaj Finserv Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Bajaj Finserv Equity Savings Fund Direct Growth
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	1M	3M	6M	All
Fund returns	NA	NA	NA	0.4%
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Hybrid, Equity Savings funds	Rating	1Y	3Y	Fund Size(Cr)
Kotak Equity Savings Fund Direct Growth	4	6.2%	13.1%	8,486.87
Edelweiss Equity Savings Fund Direct Growth	5	8.2%	12.5%	843.46
DSP Equity Savings Fund Direct Growth	5	5.3%	11.1%	3,590.55
ICICI Prudential Equity Savings Fund Direct Growth	5	7.2%	9.6%	15,863.40
Bandhan Equity Savings Fund Direct Growth	4	6.0%	8.7%	333.48