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Bajaj Finserv Mutual Fund

Bajaj Finserv Limited introduced its fully-owned subsidiary — Bajaj Finserv Asset Management Limited, to make entry into the mutual funds industry. This AMC, backed and powered by one of India’s oldest and highly reputed brands, brings a range of unique products and diverse investment schemes for all.

Spanning across equity, fixed income, and hybrid categories, this AMC makes portfolio diversification a simple and hassle-free process for all investors. It was March 2023 when Bajaj Finserv Asset Management Limited, or BFAML, got a green signal from SEBI to commence its mutual fund business and operations as Bajaj Finserv Mutual Fund.

Best Bajaj Finserv Mutual Fund

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This AMC has a range of investment schemes registered with SEBI, from big and mid-cap funds, balanced advantage funds, and arbitrage funds to flexi cap, money market, and overnight funds. Since its establishment on October 18, 2021, the AMC handled assets worth INR 5,235 crores (subject to change). View More

Currently, Bajaj Finserv Mutual Fund has two balanced mutual funds, thirteen debt, and two equity mutual fund schemes readily available for investors. The entire company operation is managed and supervised by the CEO, Ganesh Mohan.

Associated with such a reputed, widely-recognized, and powerful brand name, the Bajaj Finserv Mutual Fund is sure to dominate the mutual fund industry with its range of unique investment products and solutions. Its mission is to assist every Indian in achieving their financial objectives through a future-focused and distinctive investment approach.

Bajaj Finserv Mutual Fund Key Information

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How to Invest in Bajaj Finserv Mutual Fund ?

With investments in Bajaj Finserv Mutual Fund schemes, you can step forward to building a stronger and diverse investment portfolio than ever. Using the 5Paisa platform or the 5Paisa app, anyone can invest in Bajaj Finserv Mutual Fund in a simple, fast, effective, and hassle-free way. View More

Here are a few steps to invest in mutual funds from the house of Bajaj Finserv:

  • Step 1: Without registration, you cannot access the 5Paisa platform. So, the first thing to do is register yourself with 5Paisa. However, this step doesn’t apply to you if you’re an existing user.
  • Step 2: Now, submit identification documents to verify your ID. This list of documents includes your voter ID, Aadhaar card, driver’s license, or passport.
  • Step 3: Now, submit any address proof you have. Make sure it isn’t the same document as any of the ones mentioned above. For instance, you can submit utility bills or ration cards for address proof.
  • Step 4: Now, choose the ideal investment term or period for the Bajaj Finserv Mutual Fund scheme you want to invest in online. The AMC gives you three options: long-term, mid-term, and short-term investments.
  • Step 5: Decide the level of risk you want for your investments. You can either go with high-risk, medium-risk, or low-risk options. The choice depends on your risk tolerance. Finally, pick a Bajaj Finserv Mutual Fund online based on your choices among the available investments.
  • Step 6: Depending on your needs, click “Invest” or “Start SIP.” With this, you complete investing in Bajaj Finserv Mutual Fund online.

Note: The processing should start in the following several hours. Your 5Paisa account will display it within three to four business days.

Top 10 Bajaj Finserv Mutual Fund to Invest

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 996
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 1,389
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 1000
  • AUM (Cr.)
  • ₹ 180
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 1000
  • AUM (Cr.)
  • ₹ 4,996
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 1000
  • AUM (Cr.)
  • ₹ 2,575
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 1000
  • AUM (Cr.)
  • ₹ 110
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 1,279
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 1,030
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 762
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 3,613
  • 3Y Return
  • -

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Frequently Asked Questions

The equity category itself is divided into a number of subcategories. Under its equities category, Bajaj Finserv Mutual Fund provides a variety of fund classes. The top-rated equity funds that have continuously provided better returns in their respective designated areas are the three finest equity funds for SIP.

Using the 5Paisa platform, anyone can start investing in Bajaj Finserv Mutual Funds SIP online. Another option that investors can use is to invest through the websites of the respective fund houses.

You must fill out and submit a form in person at the closest fund house to redeem Bajaj Finserv Mutual Funds offline. As an alternative, you can log in to the official Bajaj Finserv Mutual Fund website using their folio number and redeem your investment there.

Additionally, you can withdraw their assets in Bajaj Finserv Mutual Funds from any online platform where you made the purchase, like 5Paisa.

Yes, you can cancel your SIP at any moment online by sending a simple request. You have three options for stopping or canceling your SIP: log in to the Bajaj Finserv Mutual Funds site using your folio number, call your agent, or follow the instructions on the online investing platform where you made your deposit.

No matter the issue you face regarding your Bajaj Finserv Mutual Fund online, you can always contact the AMC through numerous ways:

  • Phone: 1800-309-3900
  • Fax: 020 67672550
  • Website: bajajamc.com

To invest in mutual funds in India, you must get your KYC (Know Your Customer) information verified. You may complete your KYC completely digitally and without fuss at 5paisa and begin investing in mutual funds from Bajaj Finserv Mutual Fund.

You must provide the following paperwork if you’re new to mutual fund investment:

  • Address proof
  • Personal information
  • PAN Card information
  • Nominee and FATCA declarations
  • Bank account details

Nevertheless, if you’re already a shareholder, you only need to provide a few personal information and bank account information to get started investing right now.

You can calculate the Bajaj Finserv Mutual Funds SIP online using the online SIP calculator or manually by considering these factors:

  • SIP tenure
  • Investment amount
  • Estimated interest rate
  • Number of pre-paid Bajaj Finserv Mutual Funds SIPs (if any)

Like with any other mutual funds SIP, you can increase the Bajaj Finserv Mutual Funds SIP amount using top-up or step-up SIPs. Earlier, only a small number of fund firms offered this service. However, it is advisable to use the Step-up Calculator to determine the SIP Amount if the facility is available before making any decisions.

Under the debt category alone, Bajaj Finserv Mutual Fund offers a number of subcategories. It may be difficult to understand a debt fund because several factors must be considered in tandem so as to evaluate whether it is appropriate for a portfolio.

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