Bajaj Finserv Equity Savings Fund Regular-Growth
Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 2.44% at 30 Oct 2026 10:34 AM
Bajaj Finserv Equity Savings Fund Regular-Growth: Mutual Fund Overview
Bajaj Finserv Equity Savings Fund Regular-Growth is an Equity Savings mutual fund with over 1.2 years of performance history. The scheme manages an AUM of ₹39.75 Cr and has a NAV of ₹10.332. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.44%.
Fund Details
NAV 10.332
Sub-Type Equity Savings
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.2
Fund Size(in Crores) 39.75
Fund Performance
1 Month -0.49%
3 Month -0.45%
6 Month -0.08%
1 Year 2.44%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (19.68%) Market Cap Mid Cap 8.49 Large Cap 47.13 Small Cap -35.94 Top Sectors Consumer Staples 4.62 Healthcare 4.25 Financial 3.23 Capital Goods 2.59 Chemicals 2.04 Automobile 0.98 Services 0.64 Consumer Discretionary 0.5 Materials 0.32 Technology 0.3 Construction 0.24 Top Holding Reliance Industries 0 JSW Steel -0.01 Tata Motors Passenger Vehicles 0 Hindustan Unilever 0.67 Titan Company 0.5 Elantas Beck India 2.03 Cummins India 0.18 Solar Industries India 0.01 Ultratech Cement 0.32 ZF Commercial 0.98 The Federal Bank -0.02 Bandhan Bank 0 Timken India 1.44 Apollo Hospitals Enterprise 0.5 Tata Consumer Products 0.3 Tata Consultancy 0.14 ONGC 0 Bajaj Finserv 0.17 Larsen & Toubro 0.22 ICICI Bank 0.48 Westlife Foodworld 0.66 Kotak Mahindra Bank 0.09 Torrent Pharmaceuticals 2.19 Hindalco Industries -0.02 Glaxosmithkline Pharma 0.52 Ingersoll-Rand 0.99 ITC 2.8 HDFC Bank 2.06 Infosys 0.16 Hindustan Aero -0.02 Cipla 0.19 Axis Bank 0.46 Adani Ports and Special Economic Zone 0.01 Indus Towers 0 JIO Financial 0 Sun Pharmaceutical Industries 0.85 DLF 0.02 Bharat Electronics 0 EID Parry 0.85 Power Fin. Corp. -0.01 NTPC 0 MCX -0.03
Debt & Others (80.32%) Sector Allocation Net Receivables 43.11 Infrastructure Investment Trust 0.9 Mutual Fund 18.83 Debt Credit Ratings Cash & Call Money 57.25 A1+ 15.69 SOV 1.86 Others 0.07 Debt Category Cube Highways Trust 0.9 Embassy Office Parks REIT 4.04 Bajaj Finserv Money Market Direct-G 18.83 Knowledge Realty Trust 0.51
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Savings Fund Regular-IDCW Reinvestment Ret 1M -0.34% Ret 1Y 2.16% Ret 3Y 7.07% Ret 5Y 5.6%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-Growth Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Payout Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Axis Equity Savings Fund Regular-IDCW Reinvestment Ret 1M 0.3% Ret 1Y 1.1% Ret 3Y 8.01% Ret 5Y 6.12%
Equity, Flexi Cap funds Bajaj Finserv Equity Savings Fund Regular-Growth Ret 1M -0.49% Ret 1Y 2.44% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.23%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sorbh Gupta
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.
Ilesh Savla
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
Siddharth Chaudhary
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 4
Date of Incorporation 2025-08-19
Total AUM 36763.99
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Bajaj Finserv Equity Savings Fund Regular-Growth FAQs
How to invest in Bajaj Finserv Equity Savings Fund Regular-Growth?
Investing in Bajaj Finserv Equity Savings Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Bajaj Finserv Equity Savings Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Bajaj Finserv Equity Savings Fund Regular-Growth?
The term expense ratio for Bajaj Finserv Equity Savings Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Bajaj Finserv Equity Savings Fund Regular-Growth is 2.23% as of 30 Oct 2026.
What is the NAV of Bajaj Finserv Equity Savings Fund Regular-Growth?
The NAV of Bajaj Finserv Equity Savings Fund Regular-Growth is ₹10.332 as of 30 Oct 2026.
What is the AUM of Bajaj Finserv Equity Savings Fund Regular-Growth?
The AUM (Assets Under Management) of Bajaj Finserv Equity Savings Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Bajaj Finserv Equity Savings Fund Regular-Growth is ₹39.75 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Bajaj Finserv Equity Savings Fund Regular-Growth?
The PE ratio of Bajaj Finserv Equity Savings Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Bajaj Finserv Equity Savings Fund Regular-Growth?
Yes, you can invest in Bajaj Finserv Equity Savings Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Bajaj Finserv Equity Savings Fund Regular-Growth in the last 5 years?
The return of Bajaj Finserv Equity Savings Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Bajaj Finserv Equity Savings Fund Regular-Growth?
The minimum SIP investment in Bajaj Finserv Equity Savings Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Bajaj Finserv Equity Savings Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Bajaj Finserv Equity Savings Fund Regular-Growth?
The NAV of Bajaj Finserv Equity Savings Fund Regular-Growth, as of 30 Oct 2026, is ₹10.332.
Who manages the Bajaj Finserv Equity Savings Fund Regular-Growth?
The fund managers responsible for Bajaj Finserv Equity Savings Fund Regular-Growth are:
- Sorbh Gupta
- Ilesh Savla
- Siddharth Chaudhary