How To Invest

Following forms need to be submitted with the documents mentioned below at our branches:

Forms required

1) Common Mutual Fund application form – Download
2) Mutual Fund ECS mandate form –Download
3) SIP transaction form for small periodic / recurring amount – Download or
    Lump sum purchase form for one-time amount – Download
4) Risk Profiler form - Download

First, check for your KYC status by visiting the following link : https://www.cvlkra.com/kycpaninquiry.aspx

Documents required if you are KYC compliant / KYC Registered:

1) SIP/Lump sum amount cheque. In case, the cheque doesn’t mention the account holders     name then current month bank account statement required ( required period - more than     15 days )
2) KYC acknowledgement letter / Print out of KYC compliance page.

Documents required if you are Not KYC compliant / Not registered / Not available:

1) KYC individual form – Download
2) 1 passport size colour photograph to be pasted on KYC form
3) SIP / Lump sum amount cheque. In case, the cheque doesn’t mention the account holders     name then bank account statement required.
4) ID proof

  • PAN card – Mandatory, if photo is not clear attach an additional ID proof.
  • Aadhaar card – Front & back.
  • Passport

5) Address proof

  • Passport
  • Aadhaar card – Front & back.
  • Voter ID card
  • Utility bill – Not older than 2 months from bill date
  • Bank account statement – Latest 3 month’s statement

Please send the forms & documents to your nearest Bajaj Finserv branch.

To locate your nearest branch click here.

Trending Funds
(August’15-September’15)

EQUITY

Category

Scheme Name

Return (CAGR %)

Volatility

CRISIL Rank

AUM (Rs. Cr)

 

1 Year

3 Year

5 Year

ELSS

Axis Long Term Equity Fund

33.43

33.76

21.93

Medium

1

4246

Franklin India Taxshield Fund

29.94

26.16

17.38

Medium

2

1671

Large Cap

SBI Blue Chip Fund

26.39

26.80

14.70

Medium

1

1523

Birla Sun Life Top 100 Fund

15.71

24.49

15.36

Low

1

1300

Multi Cap

UTI MNC Fund

44.67

31.13

22.36

Low

1

759

Franklin India High Growth
Companies Fund

36.05

35.15

19.61

Low

1

1895

Balanced

Tata Balanced Fund

24.89

24.79

16.81

Low

1

2236

Franklin India Balanced Fund

26.63

22.54

14.22

Low

2

367

Mid & Small Cap

Franklin India Smaller Companies Fund

34.89

41.06

22.60

Low

2

1914

Birla Sun Life MNC Fund

53.37

35.59

24.09

Low

2

1224



DEBT

Category

Scheme Name

Crisil Rank

Return (CAGR %)

AUM (Rs. Cr)

 

6 Months

1 Year

3 Year

Dynamic Bond Fund

HDFC High Interest Fund

1

1.77

11

9.41

1817

Tata Dynamic Bond Fund

1

2.73

10.39

11.17

618

Credit Opportunities Fund

Franklin India Short
Term Income Plan

1

6.06

11.54

10.96

4018

UTI Income Opportunities Fund

1

6.54

12.91

9.55

3313

Monthly Income Plan

Birla Sun Life MIP II - Wealth 25 Plan

1

3.29

17.05

15.28

685

ICICI Prudential MIP 25

2

2.79

13.39

12.82

1171

Short Term Plan

HDFC Short Term Opportunities Fund

1

2.08

4.4

9.59

3195

L&T Short Term Opportunities Fund

1

1.72

3.78

9.18

594



Note: Risk is represented as

(Brown)

High Risk

(Yellow)

Medium Risk

(Blue)

Low Risk

Returns as on 31/07/2015

Source: CRISIL

Returns mentioned are for growth options

Disclaimer:

Terms & conditions apply: Bajaj Finance Limited, including its directors, employees, associates, affiliates etc., shall not be responsible for the accuracy, completeness, timeliness and contents of the information provided herein above. NAV of the scheme can go up or down depending on factors or forces affecting securities market. For the scheme specific risk factors and other details, please read offer documents. The above matter is for information purpose only and shall not be construed as an offer to buy, sell or invest in any mutual fund scheme. Readers are advised to exercise discretion and shall consult their professional advisors for further action. Mutual Fund investment are subject to market risk, therefore, please read offer documents carefully, before investing.

img

Monthly Newsletter August - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter July - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter June - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter May - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter April - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter March - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter February - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum
img

Monthly Newsletter January - 2015

lorem ipsum lorem ipsum lorem ipsum lorem ipsum lorem ipsum