Top Bajaj Finserv Mutual Funds - SIP Schemes, Performance, Returns 2025

Top Bajaj Finserv Mutual Funds in 2025
Top Bajaj Finserv Mutual Funds in India (2025)
Here's the list of top Bajaj Finserv mutual funds across equity, debt, hybrid funds offered by Bajaj Finserv Asset Management Ltd.
Showing 1 - 20 of 22 results
| NameMFs (22)↓ | ↓Sub CategorySub Category↓ | ↓PlanPlan↓ | ↓AUMAUM↓ | ↓AMCAMC↓ | ↓NAVNAV↓ | ↓Absolute Returns - 3MAbsolute Ret. - 3M↓ | ↓Absolute Returns - 1YAbsolute Ret. - 1Y↓ | ↓CAGR 3YCAGR 3Y↓ | ↓Expense RatioExpense Ratio↓ | ↓Exit LoadExit Load↓ | ↓VolatilityVolatility↓ | ↓Sharpe RatioSharpe Ratio↓ | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Bajaj Finserv Liquid Fund Bajaj Finserv Liquid Fund | Liquid Fund Liquid Fund | Growth Growth | 6,206.49 6,206.49 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 1,180.21 1,180.21 | 1.46 1.46 | 6.65 6.65 | - - | 0.11 0.11 | 0.00 0.00 | 0.11 0.11 | 2.89 2.89 | |
| 2. | Bajaj Finserv Money Market Fund Bajaj Finserv Money Market Fund | Money Market Fund Money Market Fund | Growth Growth | 6,065.38 6,065.38 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 1,194.83 1,194.83 | 1.56 1.56 | 7.69 7.69 | - - | 0.11 0.11 | - - | 0.40 0.40 | 8.70 8.70 | |
| 3. | Bajaj Finserv Flexi Cap Fund Bajaj Finserv Flexi Cap Fund | Flexi Cap Fund Flexi Cap Fund | Growth Growth | 6,034.03 6,034.03 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 15.53 15.53 | 3.49 3.49 | 4.57 4.57 | - - | 0.48 0.48 | 1.00 1.00 | 12.19 12.19 | 0.07 0.07 | |
| 4. | Bajaj Finserv Large and Mid Cap Fund Bajaj Finserv Large and Mid Cap Fund | Large & Mid Cap Fund Large & Mid Cap Fund | Growth Growth | 2,245.16 2,245.16 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 12.86 12.86 | 4.46 4.46 | 4.30 4.30 | - - | 0.59 0.59 | 1.00 1.00 | 12.03 12.03 | 0.03 0.03 | |
| 5. | Bajaj Finserv Large Cap Fund Bajaj Finserv Large Cap Fund | Large Cap Fund Large Cap Fund | Growth Growth | 1,666.14 1,666.14 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 10.62 10.62 | 6.28 6.28 | 5.13 5.13 | - - | 0.59 0.59 | 1.00 1.00 | 11.71 11.71 | 0.15 0.15 | |
| 6. | Bajaj Finserv Small Cap Fund Bajaj Finserv Small Cap Fund | Small Cap Fund Small Cap Fund | Growth Growth | 1,512.36 1,512.36 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 9.52 9.52 | -0.08 -0.08 | - - | - - | 0.44 0.44 | 1.00 1.00 | 10.65 10.65 | -1.60 -1.60 | |
| 7. | Bajaj Finserv Balanced Advantage Fund Bajaj Finserv Balanced Advantage Fund | Balanced Advantage Fund Balanced Advantage Fund | Growth Growth | 1,325.24 1,325.24 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 12.21 12.21 | 6.04 6.04 | 7.46 7.46 | - - | 0.56 0.56 | 1.00 1.00 | 8.83 8.83 | 0.35 0.35 | |
| 8. | Bajaj Finserv Multi Asset Allocation Fund Bajaj Finserv Multi Asset Allocation Fund | Multi Asset Allocation Fund Multi Asset Allocation Fund | Growth Growth | 1,283.50 1,283.50 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 12.33 12.33 | 10.06 10.06 | 15.31 15.31 | - - | 0.48 0.48 | 1.00 1.00 | 8.21 8.21 | 1.31 1.31 | |
| 9. | Bajaj Finserv Arbitrage Fund Bajaj Finserv Arbitrage Fund | Arbitrage Fund Arbitrage Fund | Growth Growth | 1,256.94 1,256.94 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 11.67 11.67 | 1.52 1.52 | 6.62 6.62 | - - | 0.31 0.31 | 0.25 0.25 | 0.82 0.82 | 3.04 3.04 | |
| 10. | Bajaj Finserv Multi Cap Fund Bajaj Finserv Multi Cap Fund | Multi Cap Fund Multi Cap Fund | Growth Growth | 1,022.75 1,022.75 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 11.51 11.51 | 3.48 3.48 | - - | - - | 0.67 0.67 | 1.00 1.00 | 11.03 11.03 | 1.38 1.38 | |
| 11. | Bajaj Finserv Consumption Fund Bajaj Finserv Consumption Fund | Sectoral Fund - Consumption Sectoral Fund - Consumption | Growth Growth | 678.03 678.03 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 9.69 9.69 | -3.44 -3.44 | -4.20 -4.20 | - - | 0.72 0.72 | 1.00 1.00 | 13.28 13.28 | -0.61 -0.61 | |
| 12. | Bajaj Finserv Overnight Fund Bajaj Finserv Overnight Fund | Overnight Fund Overnight Fund | Growth Growth | 552.19 552.19 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 1,162.79 1,162.79 | 1.38 1.38 | 5.96 5.96 | - - | 0.07 0.07 | - - | 0.03 0.03 | -5.65 -5.65 | |
| 13. | Bajaj Finserv Overnight Fund-Unclaimed less than 3Y IDCW Plan Bajaj Finserv Overnight Fund-Unclaimed less than 3Y IDCW Plan | Overnight Fund Overnight Fund | Growth Growth | 552.19 552.19 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 1,033.19 1,033.19 | 1.35 1.35 | - - | - - | - - | - - | 0.07 0.07 | -7.81 -7.81 | |
| 14. | Bajaj Finserv Overnight Fund-Unclaimed less than 3Y Redemption Plan Bajaj Finserv Overnight Fund-Unclaimed less than 3Y Redemption Plan | Overnight Fund Overnight Fund | Growth Growth | 552.19 552.19 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 1,039.72 1,039.72 | 1.46 1.46 | - - | - - | - - | - - | 0.07 0.07 | -3.69 -3.69 | |
| 15. | Bajaj Finserv Healthcare Fund Bajaj Finserv Healthcare Fund | Sectoral Fund - Pharma & Health Care Sectoral Fund - Pharma & Health Care | Growth Growth | 335.88 335.88 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 9.96 9.96 | 0.45 0.45 | - - | - - | 0.72 0.72 | 1.00 1.00 | 13.64 13.64 | -0.27 -0.27 | |
| 16. | Bajaj Finserv Banking and PSU Fund Bajaj Finserv Banking and PSU Fund | Banking & PSU Fund Banking & PSU Fund | Growth Growth | 318.63 318.63 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 11.85 11.85 | 2.04 2.04 | 8.21 8.21 | - - | 0.34 0.34 | - - | 1.32 1.32 | 3.14 3.14 | |
| 17. | Bajaj Finserv ELSS Tax Saver Fund Bajaj Finserv ELSS Tax Saver Fund | Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS) | Growth Growth | 72.24 72.24 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 11.59 11.59 | 4.07 4.07 | - - | - - | 0.49 0.49 | - - | 10.29 10.29 | 1.39 1.39 | |
| 18. | Bajaj Finserv Gilt Fund Bajaj Finserv Gilt Fund | Gilt - Short & Mid Term Fund Gilt - Short & Mid Term Fund | Growth Growth | 28.71 28.71 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 1,040.31 1,040.31 | 0.80 0.80 | - - | - - | 0.39 0.39 | - - | 3.39 3.39 | 0.16 0.16 | |
| 19. | Bajaj Finserv Equity Savings Fund Bajaj Finserv Equity Savings Fund | Equity Savings Equity Savings | Growth Growth | 28.09 28.09 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 10.17 10.17 | 1.37 1.37 | - - | - - | 0.30 0.30 | 0.25 0.25 | 0.84 0.84 | 2.13 2.13 | |
| 20. | Bajaj Finserv Nifty Next 50 Index Fund Bajaj Finserv Nifty Next 50 Index Fund | Index Fund Index Fund | Growth Growth | 11.42 11.42 | Bajaj Finserv Asset Management Limited Bajaj Finserv Asset Management Limited | 10.97 10.97 | 2.46 2.46 | - - | - - | 0.30 0.30 | - - | 12.62 12.62 | 1.03 1.03 |
Selection criteria: AMC: Bajaj Finserv Asset Management Limited | AUM: Sorted from Highest to Lowest
What are Bajaj Finserv Mutual Funds?
Bajaj Finserv Mutual Funds are investment schemes run by Bajaj Finserv Asset Management Company, which operates under the Bajaj Finserv Group. These funds collect money from various investors and put it into different asset classes, equities (stocks), debt (bonds), and hybrid instruments, based on what each fund is designed to do. Professional fund managers handle each Bajaj Finserv Mutual Fund, working to deliver returns that match the fund's objectives, whether that's growing your capital, generating regular income, or preserving wealth over time.
Key Information About Bajaj Finserv Asset Management Limited
Here are the key details about Bajaj Finserv Asset Management Limited-
| Category | Details |
|---|---|
| Company Name | Bajaj Finserv Asset Management Limited |
| Incorporation Date | 18th October 2021 |
| Parent Company | Bajaj Finserv Limited |
| Headquarters | S. No. 208/1B, Lohagaon, Viman Nagar, Pune, Maharashtra, India – 411014 |
| Assets Under Management (AUM) | ₹28,814 cr (as of 30th September 2025) |
| Number of Schemes | 144 schemes (78 Debt, 84 Equity) |
| Chief Executive Officer (CEO) | Ganesh Mohan |
| Chief Investment Officer (CIO) | Nimesh Chandan |
| Head of Compliance, Legal & Secretarial | Harish Iyer |
| Head – Marketing | Royston Netto |
| Head of Human Resources | Vaibhav Date |
| Head of Information Technology | Niranjan Vaidya |
Types of Funds Offered by Bajaj Finserv Mutual Funds
Bajaj Finserv Equity Funds
Bajaj Finserv offers actively managed equity funds across different market capitalisations. The company manages the Bajaj Finserv Large Cap Fund for investors seeking exposure to blue-chip companies, the Bajaj Finserv Small Cap Fund targeting high-growth smaller companies, and the Bajaj Finserv Flexi Cap Fund that invests across large, mid, and small cap stocks.
Bajaj Finserv Index Funds
The AMC has entered the passive investing space with the Bajaj Finserv Nifty 50 Index Fund. This fund tracks the Nifty 50 index, offering broad market exposure at lower costs since it doesn't require active stock picking. Index funds are ideal for investors who prefer a straightforward approach to investing in India's top companies.
Bajaj Finserv Debt Funds
Bajaj Finserv runs several debt funds for conservative investors. These include the Bajaj Finserv Liquid Fund for high liquidity, the Bajaj Finserv Overnight Fund for ultra-short-term parking of funds, the Bajaj Finserv Money Market Fund investing in instruments with maturity up to one year, and the Bajaj Finserv Banking and PSU Fund that focuses on debt instruments issued by banks and public sector undertakings.
Bajaj Finserv Hybrid Funds
The AMC offers hybrid funds that combine equity and debt investments. The Bajaj Finserv Balanced Advantage Fund dynamically adjusts allocation between equity and debt based on market conditions, while the Bajaj Finserv Multi Asset Allocation Fund invests across multiple asset classes, including equity, debt, and gold.
Bajaj Finserv ELSS Tax Saver Funds
Bajaj Finserv has the Bajaj Finserv ELSS Tax Saver Fund, specifically designed to help investors save taxes under Section 80C while building long-term wealth. This equity-oriented fund comes with a three-year lock-in period and offers the dual benefits of tax deductions and potential for capital appreciation, making it suitable for tax-conscious investors with a long-term investment horizon.
Overview Top Bajaj Finserv Mutual Fund Schemes
Bajaj Finserv Flexi Cap Fund
Bajaj Finserv Flexi Cap Fund aims for long-term capital appreciation by investing across large, mid, and small-cap stocks. It provides flexibility to adjust allocations based on market conditions, allowing for diversification across different market capitalisations.
Bajaj Finserv Money Market Fund
Bajaj Finserv Money Market Fund is a debt fund that focuses on generating income by investing in short-term money market instruments. It seeks to provide liquidity and stable returns by investing in low-risk, short-duration securities.
Bajaj Finserv Liquid Fund
Bajaj Finserv Liquid Fund invests in short-term debt and money market instruments with maturities up to 91 days. It aims to offer income with low risk and high liquidity, making it suitable for managing short-term cash needs.
Bajaj Finserv Large and Mid Cap Fund
Bajaj Finserv Large and Mid Cap Fund invests in a diversified portfolio of large and mid-cap stocks, with the objective of long-term capital appreciation. The fund combines the stability of large-cap stocks with the growth potential of mid-cap stocks.
Bajaj Finserv Large Cap Fund
Bajaj Finserv Large Cap Fund primarily invests in large-cap stocks, aiming for long-term capital appreciation. It focuses on established companies that have a stable financial history and significant market presence.
How to Invest in Bajaj Finserv Mutual Funds?
Here’s how you can identify and invest in top Bajaj Finserv Mutual Funds with Tickertape Mutual Fund Screener -
- Launch Tickertape Mutual Fund Screener.
- Add a filter “AMC” and select “Bajaj Finserv Asset Management Ltd”.
- Sort out the top Bajaj Finserv mutual funds based on over 50 fundamental and technical filters.
- After identifying the Bajaj Finserv mutual funds, that align with your investment thesis, click on “Place Order” to invest the Bajaj Finserv mutual funds.
With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Bajaj Finserv mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.
Top Bajaj Finserv Mutual Fund Managers
Nimesh Chandan
Sorbh Gupta
Siddharth Chaudhary
Anup Kulkarni
Risks Associated with Bajaj Finserv Mutual Funds
Market Fluctuations
Credit Risk
Interest Rate Risk
Liquidity Issues
Fund Manager’s Impact
Receive real-time market alerts for timely decisions
Monitor your portfolio from the palm of your hands
Watchlist stocks and mutual funds to stay updated

Factors to Consider Before Investing in Bajaj Finserv Mutual Funds
Investment Goals
Risk Tolerance
Fund Performance
Expense Ratio
Fund Manager Expertise
Investment Horizon
Documents Required to Invest in Bajaj Finserv Mutual Fund
Here are a few documents you may require to invest in Bajaj Finserv Mutual Funds
- Know Your Customer (KYC) Compliance
- Common Application Form
- Proof of Identity (PoI)
- Proof of Address (PoA)
- Proof of Bank Account
- AddBajaj Finservonal Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
- NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate
Note: For latest details, visit Bajaj Finserv’s official AMC website.
Conclusion
Bajaj Finserv Mutual Fund provides investment solutions across equity, debt, and hybrid categories, catering to various investor needs and risk appetites. Whether seeking growth through equity exposure or stability through debt instruments, investors can research and compare Bajaj Finserv schemes on platforms like Tickertape Mutual Fund Screener to evaluate performance metrics and align investments with their financial objectives.
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Frequently Asked Questions About Bajaj Finserv Mutual Funds
How to start Bajaj Finserv mutual fund SIP online?
Here’s how you can start a SIP in Bajaj Finserv Mutual Funds,
- Launch Tickertape Mutual Fund Screener.
- Select the Bajaj Finserv Mutual Funds that aligns with your investment goals.
- Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.How to calculate Bajaj Finserv mutual fund returns?
Here’s how you can calculate returns on your Bajaj Finserv mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100
With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Bajaj Finserv mutual fund’s performance.Does Bajaj Finserv offer tax-free mutual fund schemes?
Bajaj Finserv offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
Disclaimer: You can check the latest information about Bajaj Finserv ELSS funds on Tickertape Mutual Fund Screener.How do I cancel/stop Bajaj Finserv mutual fund SIP?
To cancel Bajaj Finserv mutual fund SIP, please refer to the official website.
Disclaimer: Please do your own research or consult your financial advisor before making financial decision.How to withdraw money from Bajaj Finserv mutual funds?
Here’s how to withdraw/redeem from Bajaj Finserv mutual fund on Tickertape Mutual Fund Screener -
- Step 1 - Select the Bajaj Finserv mutual fund you want to redeem
- Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
- Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
- Step 4 - Find the Bajaj Finserv mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
- Step 5 - Tap on the mutual fund name to open its details page.
- Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
- Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
- Step 8 - Confirm your bank account details.
- Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of Bajaj Finserv mutual funds?
Bajaj Finserv mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.Which are the top-performing Bajaj Finserv mutual funds?
Here are the top Bajaj Finserv mutual funds based on their Absolute 1Y returns:
- Bajaj Finserv Multi Asset Allocation Fund
- Bajaj Finserv Banking and PSU Fund
- Bajaj Finserv Money Market Fund
- Bajaj Finserv Arbitrage Fund
- Bajaj Finserv Liquid Fund
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.How to increase the SIP amount in Bajaj Finserv mutual funds?
You can do it from your broker account or from Bajaj Finserv mutual fund official website.How to choose the best Bajaj Finserv mutual funds before investing?
Here’s how to choose the best Bajaj Finserv mutual fund for investing -
- Assess your risk tolerance.
- Analyse the fund’s performance on Tickertape Mutual Fund Screener.
- Compare the expense ratio.
- Evaluate portfolio diversification across sectors, market caps, and asset classes.
- Understand tax implications as equity and debt funds are taxed differently.
- Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.