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Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund was incorporated in 2021-10-18. As of 28-11-24 08:00:372 IST, Bajaj Finserv Mutual Fund is managing assets worth ₹ 14793.41 Cr. Bajaj Finserv Mutual Fund offers 10 mutual fund schemes to potential investors. Additionally, it holds 14 funds.

AUM :

₹ 14793.41 Cr

Schemes

10

Year of Incorporation

2021

Invest in Mutual Funds through Bajaj Markets and earn market-linked returns!

About Bajaj Finserv Mutual Fund

Bajaj Finserv Asset Management Ltd. is a wholly owned subsidiary of Bajaj Finserv Ltd, starting operations in March 2023. It has handled an AUM of more than ₹1.45 lakh crore within the Bajaj Finserv Group. 

 

Bajaj AMC seeks to offer a diverse range of mutual fund schemes to support investors in generating high returns. It recently launched its first two debt fund schemes called the Bajaj Finserv Liquid Fund and Bajaj Finserv Overnight Fund. 

 

Its investment philosophy is based on superior data, enhanced analytics and a behavioural edge as displayed by its strong team. Investors can expect to grow their wealth in both equity and fixed income schemes with the AMC’s robust evaluation of asset quality and liquidity risk.

Incorporated 18 Oct. 2021
Mdceo Ganesh Mohan
Trustee Bajaj Finserv Mutual Fund Trustee Ltd.
Cio Nimesh Chandan

How to Invest in Bajaj Finserv Mutual Fund ?

Documents Required to Invest in Bajaj Finserv Mutual Fund :

Top Fund Managers

The Bajaj AMC team comprises professionals with years of experience in diverse avenues of Indian capital markets. 

1. Sorbh Gupta 

With more than 15 years of experience in the Indian equity market, Sorbh Gupta is the Senior Fund Manager of the Equity vertical in the Bajaj AMC. He joined the company in November 2022. 

 

He has worked in popular financial firms in the past, such as Quantum AMC, Siddhesh Capital Markets and Pranav Securities. Mr. Gupta completed his CA in 2004 and CFA by 2012. He will be managing the equity portion of the Bajaj Balanced Advantage Fund and the Bajaj Flexi Cap Fund.  

2. Ilesh Savla 

Ilesh Savla has an experience of more than 23 years across various profiles in many reputable organisations. He completed his MBA in Finance from the Welingkar Institute of Management. 

 

He has been associated with Bajaj Finserv Asset Management Limited since April 2023 as a Senior Dealer in Equity. Before joining Bajaj AMC, he held the position of Senior Manager in Investments at Reliance Nippon Life Insurance. 

 

Mr. Savla has also worked with other leading financial companies, including Maybank Securities, SBI Capital Markets, Citi and so on. He has previously overseen a collective AUM of approximately $75 Billion in the equity market. 

3. Siddharth Chaudhary

With more than 15 years of experience across various profiles in the financial sector, Mr Chaudhary holds the position of Senior Fund Manager of the Fixed Income division at Bajaj AMC. 

 

He joined the organisation in July 2022 after working for 12 years at Sundaram Asset Management Company as Head of the Fixed Income Department. His previous profiles include working as a Senior Fund Manager at Sundaram Asset Management Company and Senior Manager in Indian Bank. 

 

He has a degree in B. Com, PGPSM from UTI Institute and CFA Level II in finance. Mr. Chaudhary will be managing the debt component of the Bajaj Money Market Fund and Bajaj Overnight Fund. 

4. Chirag Shah 

With over 11 years of diverse experience across debt investments, Mr Chirag Shah holds the designation of a Dealer in the Fixed Income department of the Bajaj AMC. He completed his B.Com in Banking and Insurance before his MBA in Finance from IIPMB. 

 

He joined Bajaj Finserv Asset Management Limited in April 2023 after being associated previously with NVS Brokerage and Edelweiss Securities Ltd.

Email NA
Phone 1800-309-3900
Address 8th floor, E-Core, Solitaire Business Hub (formerly Marvel Edge), Viman Nagar

Frequently Asked Questions About Mutual Funds

How many mutual fund schemes are offered by Bajaj Finserv Mutual Fund?

Bajaj Finserv Mutual Fund offers 10 mutual fund schemes across different categories.

What is the total AUM for Bajaj Finserv Mutual Fund?

When did Bajaj Finserv Mutual Fund first start?

Can I invest in Bajaj Finserv Mutual Fund via SIPs online?

Is it possible to stop an SIP for Bajaj Finserv Mutual Fund online?

What KYC documents are required to start investing in mutual fund schemes offered by Bajaj Finserv Mutual Fund?

Disclaimer

Investment Advisory

 

Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM,  in no way guarantees performance of the intermediary or provide any assurance of returns to investors.

 

Mutual funds

 

Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.

 

The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.

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