| Launch date | 06 Dec 2024 |
| Allotment date | 27 Dec 2024 |
| End date | 20 Dec 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.72%
Inclusive of GST
Exit load
1% for redemption 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%.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹500 |
Fund management
Nimesh ChandanDec 2024 - PresentView details
Siddharth ChaudharyDec 2024 - PresentView details
Sorbh GuptaDec 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | NA |
|---|---|
| Total AUM | ₹32,365.56Cr |
| Date of Incorporation | 18 Oct 2021 |
|---|
Bajaj Finserv Healthcare 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 Healthcare Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,366 Cr and the Latest NAV as of 26 Dec 2025 is ₹9.83. The Bajaj Finserv Healthcare Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. 1% for redemption within 3 Months ;
Investment Objective
The Scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of pharma, healthcare and allied companies. ;
| Fund benchmark | BSE Healthcare Total Return Index |
|---|