Bajaj Finserv Mutual Fund

Visit the Bajaj Finserv Mutual Fund platform.

If you are a new user, register and complete your KYC (if required). Choose your preferred SIP fund.

Decide on your SIP investment amount (minimums may apply). Select your SIP instalment frequency (monthly, quarterly, etc.) and date. Choose your investment mode (net banking, debit card, etc.) and initiate your first SIP contribution.

You can use a SIP calculator available on Bajaj Finserv platform to calculate Bajaj Finserv Mutual Fund SIP returns. You will need to input your SIP amount, investment tenure, and estimated annual return rate (research the fund's historical performance for reference). Remember, this is an estimate, and actual returns may vary.

You can increase your SIP amount directly through your Bajaj Finserv online account. Navigate to your SIP investment and look for a ‘Modify’ or ‘Change SIP amount’ option. Input your desired new SIP amount and confirm the changes.

To stop your SIP online, log in to your Bajaj Finserv account and access your SIP investment. Select ‘Stop SIP’ or ‘Cancel SIP’ option and confirm your cancellation request. Remember, stopping a SIP might have implications for your financial goals, so consider these before proceeding.

To redeem Bajaj Finserv Mutual Funds, log in to your account via the official website or app. Navigate to the mutual fund section, select the scheme you wish to redeem, and follow the instructions. The redemption proceeds are typically credited to your registered bank account.

Bajaj Finserv AMC offers a variety of mutual funds, including equity, debt, hybrid, and exchange-traded funds (ETFs). These cater to different investment goals and risk profiles, allowing investors to diversify their portfolios with funds tailored to growth, stability, or a balanced approach.

Bajaj Finserv AMC employs experienced fund managers with diverse expertise. Their investment strategies focus on identifying growth opportunities, managing risks, and ensuring diversification. They carefully analyse market trends, select quality assets, and maintain a balance between short-term gains and long-term wealth creation.

Bajaj Finserv AMC employs experienced fund managers with diverse expertise. Their investment strategies focus on identifying growth opportunities, managing risks, and ensuring diversification. They carefully analyse market trends, select quality assets, and maintain a balance between short-term gains and long-term wealth creation.

Bajaj Finserv AMC is committed to transparency, providing regular updates on fund performance, portfolio holdings, and market insights. Investors receive detailed reports and timely communication through multiple channels, ensuring they stay informed about their investments and can make well-informed decisions.

The risk profile of Bajaj Finserv Mutual Funds varies across categories. Equity funds carry higher risk, suitable for aggressive investors, while debt and hybrid funds are more conservative, catering to moderate and low-risk investors. Each fund’s risk is clearly outlined to help investors choose wisely.

The minimum investment for Bajaj Finserv AMC schemes varies across different funds. Typically, investors can start with an amount as low as Rs. 500 for systematic investment plans (SIPs) or Rs. 1,000 for lump sum investments, making it accessible for a wide range of investors.

Yes, Bajaj Finserv AMC offers systematic investment plans (SIP) and systematic withdrawal plans (SWP). These options provide flexibility for investors to contribute regularly or withdraw funds periodically, aligning with their financial goals and providing disciplined investment and liquidity options.

Bajaj Finserv AMC ensures compliance with applicable tax laws. Taxation on returns depends on the holding period and type of fund. Short-term capital gains are taxed at a higher rate, while long-term gains are taxed at a lower rate. Investors are informed of their tax liabilities.

Yes, Bajaj Finserv AMC provides a user-friendly mobile app and online platform for convenient investing. Investors can easily track fund performance, make investments, redeem funds, and access reports, ensuring seamless management of their mutual fund portfolios from anywhere, at any time.

Bajaj Finserv Mutual Fund is ideal for investors seeking a diversified portfolio aligned with their financial goals and risk appetite. It caters to both novice and seasoned investors by offering a range of schemes across equity, debt, and hybrid categories. With a minimum investment amount starting at ₹500, it provides accessibility to a broad investor base. The fund's emphasis on behavioral finance principles aids in mitigating common investment biases, promoting disciplined investing. Investors aiming for long-term wealth creation, tax-saving options, or stable income streams can find suitable schemes within this fund house

The ELSS Tax Saver Fund is an equity-linked savings scheme that offers tax deductions of up to ₹1.5 lakh under Section 80C. It has a mandatory lock-in period of three years—the shortest among tax-saving options. The fund primarily invests in diversified equity and equity-related securities and is ideal for long-term wealth creation with tax benefits. Minimum investment can start from as low as ₹500.