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

Bajaj Finserv Mutual Funds operates under the Bajaj Finserv Group and has been growing its presence in India's mutual fund space. As of 2025, it manages assets worth over ₹7,000 cr and provides various options across equity, debt, and hybrid categories. The fund house relies on research-driven strategies and keeps costs reasonable for investors.

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.

Created by

@82600328260032

Showing 1 - 20 of 22 results

last updated at 11:00 PM IST 
NameMFs (22)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe 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
1.46
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
1.56
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
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
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
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
-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
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
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
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
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
-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
1.38
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
1.35
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
1.46
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
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
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
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
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
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
2.46
2.46
-
-
-
-
0.30
0.30
-
-
12.62
12.62
1.03
1.03

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

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 -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Bajaj Finserv Asset Management Ltd”.
  3. Sort out the top Bajaj Finserv mutual funds based on over 50 fundamental and technical filters.
  4. 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

Nimesh Chandan serves as the Chief Investment Officer (CIO), leading the overall investment strategy and philosophy at Bajaj Finserv Mutual Fund. He is particularly known for championing the firm's distinctive "InQube" investment approach, which integrates informational, quantitative, and behavioural edges to achieve long-term capital appreciation.

Sorbh Gupta

Sorbh Gupta is the Senior Fund Manager for Equity at Bajaj Finserv Asset Management Limited. He brings over 15 years of experience in the equity markets, spanning fund management, detailed research, and asset allocation. His primary role is identifying high-potential equity opportunities and managing the firm’s equity mandates.

Siddharth Chaudhary

Siddharth Chaudhary holds the position of Senior Fund Manager for Fixed Income. His expertise is vital for managing the debt and fixed-income schemes, where he applies over 17 years of experience in the fixed-income markets. He combines rigorous macroeconomic analysis with quantitative modelling to make informed investment decisions.

Anup Kulkarni

Anup Kulkarni functions as a Fund Manager, Equity, contributing significantly to the management of the firm's equity-oriented schemes. He is involved in the day-to-day portfolio decisions, focusing on stock selection and allocation to align the funds' holdings with the firm's long-term investment philosophy and market outlook.

Risks Associated with Bajaj Finserv Mutual Funds

Market Fluctuations

Bajaj Finserv Mutual Fund’s equity schemes move in line with stock market performance. When markets fall, the fund’s value can drop, which affects returns. Investors with a longer investment period usually benefit by staying invested during volatile times.

Credit Risk

Bajaj Finserv Mutual Fund’s debt schemes invest in bonds issued by companies and government bodies. If an issuer fails to repay on time, it can reduce the fund’s value. Bajaj Finserv AMC manages this risk through strict credit checks, though defaults can still happen.

Interest Rate Risk

The value of Bajaj Finserv debt funds changes with interest rate movements. When interest rates rise, bond prices fall, reducing portfolio value. When rates fall, bond prices increase and boost returns. Investors in these funds should track rate trends.

Liquidity Issues

Some Bajaj Finserv schemes invest in assets that are not easy to sell quickly. During uncertain market conditions, it may take longer to redeem investments or may lead to lower sale prices. Bajaj Finserv AMC manages this by maintaining balanced portfolios and following SEBI’s liquidity rules.

Fund Manager’s Impact

Fund managers play a key role in how Bajaj Finserv Mutual Fund schemes perform. Changes in fund managers or investment strategies can affect results. Bajaj Finserv AMC’s experienced investment team uses a research-based process to maintain consistency across funds.

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Factors to Consider Before Investing in Bajaj Finserv Mutual Funds

Investment Goals

Bajaj Finserv Mutual Fund offers different schemes to match various goals such as long-term capital growth, regular income, or tax savings. Choose a scheme that aligns with your financial objective.

Risk Tolerance

Each Bajaj Finserv Mutual Fund scheme carries a specific level of risk. Equity funds fluctuate more, while debt and hybrid funds stay relatively stable. Pick a fund based on how much risk you can handle.

Fund Performance

Review how Bajaj Finserv Mutual Fund schemes have performed in different market conditions. Past results show how a fund handled ups and downs, though they don’t guarantee future returns.

Expense Ratio

Every Bajaj Finserv Mutual Fund scheme has an expense ratio that shows the annual cost of managing the fund. A lower expense ratio can help improve long-term returns by reducing overall costs.

Fund Manager Expertise

Bajaj Finserv AMC’s fund managers have experience across equity, debt, and hybrid strategies. Checking their track record and style helps you understand how each scheme is managed.

Investment Horizon

Different Bajaj Finserv schemes fit different timeframes. Equity funds work better for long-term goals since they can handle short-term volatility. Debt funds are suitable for short- to medium-term goals where stability and liquidity matter more.

Documents Required to Invest in Bajaj Finserv Mutual Fund

Here are a few documents you may require to invest in Bajaj Finserv Mutual Funds

  1. Know Your Customer (KYC) Compliance
  2. Common Application Form
  3. Proof of Identity (PoI)
  4. Proof of Address (PoA)
  5. Proof of Bank Account
  6. AddBajaj Finservonal Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
  7. 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.

Frequently Asked Questions About Bajaj Finserv Mutual Funds

  1. How to start Bajaj Finserv mutual fund SIP online?

    Here’s how you can start a SIP in Bajaj Finserv Mutual Funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Bajaj Finserv Mutual Funds that aligns with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. 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.

  3. 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.

  4. 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.

  5. 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 -

    1. Step 1 - Select the Bajaj Finserv mutual fund you want to redeem
    2. 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.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Bajaj Finserv mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund name to open its details page.
    6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
    7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
    8. Step 8 - Confirm your bank account details.
    9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

  6. 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.

  7. Which are the top-performing Bajaj Finserv mutual funds?

    Here are the top Bajaj Finserv mutual funds based on their Absolute 1Y returns:

    1. Bajaj Finserv Multi Asset Allocation Fund
    2. Bajaj Finserv Banking and PSU Fund
    3. Bajaj Finserv Money Market Fund
    4. Bajaj Finserv Arbitrage Fund
    5. 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.

  8. 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.

  9. How to choose the best Bajaj Finserv mutual funds before investing?

    Here’s how to choose the best Bajaj Finserv mutual fund for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. 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.