Bajaj Finserv Equity Savings Fund Growth

Hybrid
Equity Savings
Low Risk
All
NAV: 05 Sep 2025
₹10.03
Rating
NA
Min. SIP amount
Not Supported
Fund size
NA

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Equity Savings
Absolute returns
1M3M6MAll
Fund returnsNANANA0.2%
Category averageNANANANA
Rank with in categoryNANANANA
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Peer Comparison

Hybrid, Equity Savings fundsRating1Y3YFund Size(Cr)
4
2.9%11.3%8,452.12
4
4.3%10.9%5,737.50
5
3.2%10.3%709.42
4
5.3%9.7%267.80
5
6.3%8.9%15,301.77

Expense ratio, exit load and tax

Expense ratio: 1.30%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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.

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Check past data

Fund management

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

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

Fund house & investment objective

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,

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