To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961.
However, there is no assurance that the investment objective of the Scheme will be achieved.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns
Since Launch in Jan 29, 2025
7.87
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
4.89%
Volatility
0.0 %
Fund House
Bajaj Finserv Mutual Fund
Fund Manager
Mr. Nimesh Chandan, Mr. Sorbh Gupta, Mr. Siddharth Chaudhary
Entry load – Nil
Exit load – Nil
The Trustee / AMC reserves the right to change the load structure any time in the future if they so deem fit on a prospective basis. The investor is requested to check the prevailing load structure of the scheme before investing.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Rolling returns are the annualized returns of the scheme taken for a specified period
(rolling returns period) on every day/week/month and taken till the last day of the
duration. In this chart we are showing the annualized returns over the rolling returns
period on every day from the start date and comparing it with the benchmark. Rolling
returns is the best measure of a fund's performance. Trailing returns have a recency
bias and point to point returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and relative performance across
all timescales, without bias.