Corporate Mutual Funds

Corporate mutual funds: Smart investment options for businesses. Maximize returns and manage company finances effectively. Learn more.
INVEST ONLINE
Corporate Mutual Funds
INVEST ONLINE
4 mins
20 September 2023

Features and benefits of corporate mutual funds

  • Commission free mutual fund investments
    0% commission as our corporate mutual fund platform offers “direct plans” of mutual funds across Asset Management Companies (AMCs).

  • Multi-level Authorization matrix
    All orders placed follow the predefined authorization matrix (initiator/ approver) before being executed.

  • Check investment policy breach through ‘Guardrails’ feature
    Set up investment guardrails basis internal investment policy of your organization.

  • Detailed analysis of your investments
    Multiple portfolio level reports for analysing and tracking your investments, checking valuation and downloading reports.

Welcome to a whole new world of hassle-free investing! We offer you a one stop solution for all your needs in Mutual Fund investments.

Why register with Bajaj Finserv - Corporate Mutual Fund Platform?

Our Corporate Mutual Fund platform offers you a wide range of benefits and features to manage all your mutual fund investments.

1. Fully digital all in one DIY (Do-It-Yourself) platform for transacting in Mutual Funds for Corporates:

  • A multi hierarchy / multi login platform
  • Complete digital onboarding
  • Paperless transaction capability
  • Option to invest in Direct Plans across AMCs
  • Track & analyse your existing investment portfolio through 24 customized reports
  • Backend integration with BSE StarMF for seamless execution

2. Invest in ‘Direct Plans’ of Mutual Funds

  • 0% commission on your investments as we offer “Direct Plans” across AMCs

3. In built Multi-level ‘Authorization Matrix’ for executing end to end transactions online

  • Option to set transaction-wise multi-level authorization matrix
  • Set authorization level as per employee hierarchy and/or transaction amount
  • All orders placed follow the predefined authorization matrix before being executed

4. Check investment policy breach through ‘Guardrails’ feature

  • Set up investment guardrails basis internal investment policy of your organization
  • Total of 17 guardrails are available for customization & implementation
  • Guardrails validation will check for breaches every time a new order is being placed
  • Option for transaction ‘Authorizer’ to view all the guardrails/parameters that are getting breached & make decisions
  • Simple & easy to access colour coded tabular representation of guardrails breach status
  • Provision in the system to generate reports for post-facto monitoring of guardrails breach after the investment is completed and email notifications regarding any impact on guardrails
  • Ease of tracking portfolio based on guardrails and option to take corrective action

5. Track external Mutual Fund investments portfolio

6. Option to track Mutual Fund investments across group companies / subsidiary companies through single login

7. No fee / charges* in year 1 for the platform – Exclusive to select Bajaj Finance customers

How to invest

To register with our Corporate Mutual Fund Platform, write to us on corporatemf@bajajfinserv.in and we will be glad to assist you.

Existing Corporate Mutual Fund investors

Please click here to transact with us.

Calculate your expected investment returns with the help of our investment calculators

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Frequently asked questions

What Are Corporate Mutual Funds?

Corporate mutual funds invest primarily in corporate bonds and debt securities.

Features of Corporate Mutual Funds

They offer diversification, professional management, and a range of risk profiles.

Taxability of Corporate Bond Funds

Interest income is taxable, and capital gains are subject to taxation as per holding period.

Risk Involved with Corporate Bond Funds

Some risks involved with corporate bond funds are, credit risk, interest rate risk, and liquidity risk.

How Do Corporate Mutual Funds Make Returns?

Through interest income from corporate bonds and potential capital gains.

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Disclaimer

Bajaj Finance Limited (“BFL”) is a Non-Banking Financial Company carrying the business of acceptance of deposits, providing lending solutions to Retail & Corporate customers, and is a Corporate agent of various insurance Companies. BFL is also registered with the Association of Mutual Funds in India (“AMFI”) as a distributor of third party Mutual Funds (shortly referred as ‘Mutual Funds’).

BFL does NOT:

(i) provide investment advisory services in any manner or form;

(ii) perform risk profiling of the investor;

(iii) carry customized/personalized suitability assessment;

(iv) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.


In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on ‘As-is’ basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.

Bajaj Finserv Direct Limited, (“BFDL”), a wholly owned subsidiary of Bajaj Finserv Limited (is a Registered with SEBI as an Investment Advisor with Registration no. INA000016083). BFDL enables resident Indian customers to directly invest in third party mutual funds through its online platform. BFDL entered into a referral arrangement with BFL, whereunder, BFL may, without risk or responsibility on its part, refer the resident Indian customers who are interested in placing their investments in Direct Mutual Funds through BFDL online platform. Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.

Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc. and shall also consult their financial advisers, if they are unsure about the suitability of the scheme before investing