Bajaj Finserv Consumption Fund Direct Growth

Equity
Thematic
Very High Risk
Launch date08 Nov 2024
Allotment date29 Nov 2024
End date22 Nov 2024
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 3 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹100
Min. for SIP₹500

Fund management

Sayan Das Sharma
Jun 2025 - Present
View details

Education
B.sc, MBA in Finance and HR
Experience
Perior to joining the Bajaj Finserv AMC, he was associated with Arthya Wealth and Investments Pvt. Ltd, Bank Of Baroda Capital Markets Limited, CRISIL Ltd.
Also manages these schemes

Fund house & investment objective

Rank (total assets)NA
Total AUM₹32,365.56Cr
Date of Incorporation18 Oct 2021

Bajaj Finserv Consumption Fund Direct Growth is a Equity 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 Consumption Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,366 Cr and the Latest NAV as of 18 Dec 2025 is ₹9.47. The Bajaj Finserv Consumption 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 Objective

The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand. ;

Fund benchmarkNIFTY India Consumption Total Return Index

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