Bajaj Finserv Mutual Fund launches Bajaj Finserv Equity Savings Fund
28 Jul,   2025 By: Eastern Fin Research Team #Mutual Fund

NFO period: 28th July - 11th August, 2025

Highlights of the NFO:

  • Scheme type - An open ended scheme investing in equity, arbitrage and debt.

  • Investment 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).

  • Product suitability - This product is suitable for investors who are seeking wealth creation over long term capital appreciation by investing in equity and equity related instruments and regular income through investments in fixed income securities, arbitrage and other derivative strategies.

  • Minimum Application Amount - Rs. 500 and in multiples of Re. 1 thereafter.

  • Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option)

  • Fund Managers - Mr. Sorbh Gupta, Mr. Siddharth Chaudhary & Mr. Ilesh Savla

  • Benchmark - Nifty Equity Savings TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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