Bajaj Finserv Banking And Financial Services Fund Direct Growth

Bajaj Finserv Banking And Financial Services Fund Direct Growth
Very High Risk
Launch date10 Nov 2025
Allotment date01 Dec 2025
End date24 Nov 2025
NAV₹10.00
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. 
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadExit load of 1%, if redeemed within 3 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Minimum investment amountsMin. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementNimesh Chandan
Nov 2025 - Present
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Education
Mr. Chandan is an MBA in Finance.
Experience
He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
Also manages these schemes
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 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
Siddharth Chaudhary
Nov 2025 - Present
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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
Nov 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
Fund house & investment objective
Bajaj Finserv Mutual Fund
Rank (total assets)NA
Total AUM₹29,368.69Cr
Date of Incorporation18 Oct 2021
    Bajaj Finserv Banking And Financial Services Fund Direct Growth is a NA Mutual Fund Scheme launched by Bajaj Finserv Mutual Fund.     This scheme was made available to investors on 18 Oct 2021.     Nimesh Chandan is the Current Fund Manager of Bajaj Finserv Banking And Financial Services Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹29,369 Cr and     the Latest NAV as of 10 Nov 2025 is ₹10.00.  

    The Bajaj Finserv Banking And Financial Services Fund Direct Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.     Minimum Lumpsum Investment is ₹500.     Exit load of 1%, if redeemed within 3 months.
  ;
Investment ObjectiveThe Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies engaged in Banking and Financial Services. 
 
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Fund benchmarkNIFTY Financial Services 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
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Technology Fund Direct Growth
NA
-2.2%24.0%1,867.72
Nippon India Small Cap Fund Direct Growth
4
-4.8%22.8%66,136.11
HDFC Small Cap Fund Direct Growth
4
0.5%22.8%36,827.67
Franklin India Mid Cap Fund Direct Growth
3
2.7%22.3%12,212.71
Franklin India Small Cap Fund Direct Growth
4
-4.4%21.9%13,265.80

Rank (total assets)	NA
Total AUM	₹29,368.69Cr

Date of Incorporation	18 Oct 2021

Fund benchmark	NIFTY Financial Services Total Return Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Technology Fund Direct Growth	NA	-2.2%	24.0%	1,867.72
Nippon India Small Cap Fund Direct Growth	4	-4.8%	22.8%	66,136.11
HDFC Small Cap Fund Direct Growth	4	0.5%	22.8%	36,827.67
Franklin India Mid Cap Fund Direct Growth	3	2.7%	22.3%	12,212.71
Franklin India Small Cap Fund Direct Growth	4	-4.4%	21.9%	13,265.80