Bajaj Finserv Equity Saving Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Bajaj Finserv Equity Saving Growth Direct Plan

NAV
₹10.0900
+0.12%
(17 Oct)
AUM
31 Cr
Risk
Low to Moderate Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+7.2%
+6.6%
+5.5%
+5.4%
+3.7%
NA
3Y
+13.4%
+13.5%
+15.1%
+10.5%
+13.3%
NA
5Y
+12.7%
+15.0%
+14.8%
+10.9%
+11.1%
NA
ALL
+10.4%
+10.2%
+10.3%
+7.9%
+10.2%
+0.9%
VOL
5.7%
5.9%
6.3%
-
6.2%
0.8%
TER
0.7%
0.6%
0.7%
-
0.7%
NA
AUM
₹8,782 Cr
₹1,153 Cr
₹723 Cr
-
₹460 Cr
₹31 Cr
INFO
1.83
1.73
1.62
-
1.64
1.18
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Bajaj Finserv Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Net Receivables / (Payables)
61.9%
Bajaj Finserv Money Market Dir Gr
22.4%
Clearing Corporation Of India Ltd
5.6%
Eternal Limited November 2025 Future
4.1%
Eternal Ltd
4.0%
Hindustan Unilever Ltd
3.9%
Future on Hindustan Unilever Ltd
3.6%
HDFC Bank Ltd
3.6%
Kotak Mahindra Bank Ltd
3.4%
Hdfc Bank Limited October 2025 Future
3.4%
Top industry exposure
Financial Services
27.9%
Consumer Cyclical
8.8%
Consumer Defensive
8.7%
Basic Materials
8.6%
Industrials
7.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
The objective of the Scheme is to generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments). However, there is no assurance that the investment objective of the Scheme will be achieved. (Consolidated Std. Obs. 5)
Fund manager(s)
Siddharth Chaudhary
Sorbh Gupta
Ilesh Savla

FAQs