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Bajaj Finserv Equity Savings Fund - Regular (G)

Bajaj Finserv Equity Savings Fund - Regular (G)

HybridEquity Savings Fund
Returns 3.83% annually for last 1 yr
Net Asset Value on 17 Sep 2026₹10.41
Min SIP Amount₹500
Min Lumpsum Amount₹500
Fund Size₹40.36 Cr

About Bajaj Finserv Equity Savings Fund - Regular (G)

As on 2026-09-17, Bajaj Finserv Equity Savings Fund - Regular (G) has an Asset Under Management (AUM) of ₹40.36 Cr. The fund's expense ratio is 2.31 %, which is the fee charged by the fund house for managing the scheme. Investors can consider this metric along with the fund's objectives, risk profile, and performance history.

Calculate your SIP value

Total value

₹43,508

21% growth in 3 years

Estimated returns

₹7,508

Invested Amount

₹36,000

Investment Type

Investment Amount

₹

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Note

This calculator provides illustrative estimates only and should not be considered a guarantee of actual returns.

Key features of Bajaj Finserv Equity Savings Fund - Regular (G)

Bajaj Finserv Equity Savings Fund - Regular (G) is a Hybrid mutual fund scheme managed by Bajaj Finserv Mutual Fund. It was launched on 2025-07-28 and is classified under the Equity Savings Fund category. The fund's historical returns over different time periods can help investors understand its past performance. However, past performance does not guarantee future returns and should not be the sole basis for investment decisions.

Fund age
1 year2 months
Asset under management
₹ 40.36
Lock-in Period
0
Exit Load
0.25% - If units redeemed/switched out within 7 days from allotment date NIL - If units redeemed/switched out after 7 days from allotment date
Expense ratio
2.31%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Moderate

Your investment will be at Moderate risk

Sector NameAllocation
Cash & Others47.87%
Banks15.31%
Pharmaceuticals & Biotech6.62%
Finance5.73%
Diversified FMCG5.53%
Aerospace & Defense4.18%

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Frequently Asked Questions

> Log in to the BFSL website. > Choose between Lumpsum or Systematic Investment Plan (SIP). > Choose your bank and preferred payment method. > An OTP will be sent to your registered email ID and mobile number. > Your transaction will be processed after OTP verification.

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