Fund house overviewBajaj Finserv
Mutual Fund.
Bajaj Finserv Mutual Fund is run by Bajaj Finserv Asset Management, part of the Bajaj Finserv financial services group, and began launching schemes in 2023. Its line-up spans equity, hybrid and debt.
Bajaj Finserv Mutual Fund at a glance
Fund-house metrics and scheme data labelled separately.
Bajaj Finserv mutual funds
Filter the list to find a scheme. Returns shown are annualised where applicable.
| Scheme | NAV | ||||
|---|---|---|---|---|---|
| Bajaj Finserv Flexi Cap Fund - Direct Plan - GrowthDirectFlexi Cap Fund · Equity | ₹8,353 Cr | ₹15.542 | 1.00% | +2.1% | +15.5% |
| Bajaj Finserv Flexi Cap Fund - Regular Plan - GrowthRegularFlexi Cap Fund · Equity | ₹8,353 Cr | ₹14.882 | 2.24% | +0.8% | +13.9% |
| Bajaj Finserv Liquid Fund - Direct Plan - GrowthDirectLiquid Fund · Debt | ₹7,424 Cr | ₹1,246.1616 | 0.08% | +6.5% | +7.0% |
| Bajaj Finserv Liquid Fund - Regular Plan - GrowthRegularLiquid Fund · Debt | ₹7,424 Cr | ₹1,238.9322 | 0.28% | +6.3% | +6.8% |
| Bajaj Finserv Money Market Fund - Direct Plan - GrowthDirectMoney Market Fund · Debt | ₹4,758 Cr | ₹1,261.0417 | 0.13% | +6.5% | +7.4% |
| Bajaj Finserv Money Market Fund - Regular Plan - GrowthRegularMoney Market Fund · Debt | ₹4,758 Cr | ₹1,236.809 | 0.78% | +5.8% | +6.7% |
| Bajaj Finserv Small Cap Fund - Regular Plan - GrowthRegularSmall Cap Fund · Equity | ₹2,522 Cr | ₹10.834 | 2.36% | +12.8% | — |
| Bajaj Finserv Large & Mid Cap Fund - Direct Plan - GrowthDirectLarge & Mid Cap Fund · Equity | ₹2,427 Cr | ₹12.10 | 1.16% | -2.2% | — |
| Bajaj Finserv Large & Mid Cap Fund - Regular Plan - GrowthRegularLarge & Mid Cap Fund · Equity | ₹2,427 Cr | ₹11.649 | 2.59% | -3.6% | — |
| Bajaj Finserv Multi Asset Allocation Fund - Regular Plan - GrowthRegularMulti Asset Allocation · Hybrid | ₹1,950 Cr | ₹11.7681 | 2.20% | +1.8% | — |
Compare funds at a glance
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Key information about Bajaj Finserv Mutual Fund
| Mutual fund name | Bajaj Finserv Mutual Fund |
|---|---|
| Asset management company | Bajaj Finserv Mutual Fund |
| Mutual fund setup date | 29 June 2023 |
| Sponsor | Bajaj Finserv Limited |
| Trustee organisation | Bajaj Finserv Mutual Fund Trustee Limited |
| Managing director | Ganesh Mohan |
| SEBI registration | MF/091/19/22 |
| Mutual fund AUM | About ₹0.30 lakh Cr as of Oct 2026 |
| Investor service | Official contact and grievance details ↗ |
Documents required to invest in Bajaj Finserv Mutual Fund
For an individual investor, the exact requirements depend on KYC status and account type.
Keep a valid PAN or applicable exemption reference ready.
Use a document accepted under current KYC rules.
Provide an account in your name for investments and redemptions.
Keep mobile, email and nomination information available.
Joint holders, minors, NRIs and entities may require more. See AMFI's current KYC guidance.
How to invest in Bajaj Finserv MF schemes through Zomint
- 01Choose the scheme
Match its mandate and riskometer to your goal and time horizon.
- 02Complete KYC
Confirm identity, address and bank details as needed.
- 03Place the investment
Choose SIP or one-time, review plan details and authorise payment.
Review the fund and your current holdings with an advisor before investing.
Bajaj Finserv Mutual Fund customer care
Contact Bajaj Finserv Mutual Fund ↗
For official service, complaints and current contact details.Top Bajaj Finserv Mutual Fund managers
Key fund managers managing schemes under Bajaj Finserv.
The fund is one part of your portfolio
Zomint's investment process considers consistency, downside risk, costs, portfolio quality and manager behaviour. It also checks whether a new fund duplicates existing holdings.
Vishal Singh
Head of Investments at Zomint
Vishal and the investment team look at a fund alongside your existing holdings, costs and risk. A strong standalone scheme may still add too much overlap.
Questions worth asking
Know when the data was checked
Scheme data
NAV, AUM, expense ratio and fund-manager assignments are sourced from Bajaj Finserv's official website and AMFI registered data. The fund table covers 108 schemes listed under Bajaj Finserv Mutual Fund. It is not the full AMC directory or a recommendation.
Fund-house figures
Bajaj Finserv reports about ₹0.30 lakh Cr in AUM as of Oct 2026. Source: official website.
Corporate details
Setup date (29 June 2023), sponsor, SEBI registration (MF/091/19/22) follow AMFI member records. Contact details come from Bajaj Finserv's website.
Costs
Expense ratios shown are Base Expense Ratio (BER) from the latest available factsheet. Check current TER disclosures for the full applicable expense figure.
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This page is auto-synced daily from verified data feeds. Zomint does not make any scheme recommendation on this page.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results. Zomint is an AMFI-Registered Mutual Fund Distributor (ARN-369496). No scheme recommendation is made on this page.