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Bajaj Finserv Business Cycle Fund NFO

Growth

EquityThematic Fund
Very High RiskPrincipal investment will be at very high risk

Bajaj Finserv Business Cycle Fund Key Offer Details

Opening date
20 Nov 2026
Closing date
04 Dec 2026
Scheme type
Open-Ended
NAV
₹10
Min. invst.
₹500
Min. SIP
₹100

About Bajaj Finserv Business Cycle Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Bajaj Finserv Business Cycle Fund Scheme Info

Plan
Direct
Lock in
None
Exit Load
1%
1% on or before 3M, Nil after 3M
Base Exp. Ratio
0%
Benchmark
BSE 500 - TRI

Bajaj Finserv Business Cycle Fund Scheme Objective

The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of companies with a focus on riding business cycles through allocation between various sectors and stocks at different stages of business cycles. However, there is no assurance that the investment objective of the Scheme will be achieved.

AMC Profile of Bajaj Finserv Business Cycle Fund

Bajaj Finserv Asset Management Limited, a wholly owned subsidiary of Bajaj Finserv Limited, is backed by one of India’s most respected and oldest brands, it offers a host of innovative products and solutions to every Indian. With a future-focused and differentiated investment strategy, its ambition is to help every Indian achieve his/her financial goals.

Total AUM
₹ 35,802.70 Cr
No. of schemes
21

Bajaj Finserv Business Cycle Fund Manager Profile

Bajaj Finserv Business Cycle Fund Peers

Bajaj Finserv Business Cycle Fund Peers & Comparison

Comparing 4 mutual funds from 
EquityThematic Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
ICICI Pru India Opp Fund(IDCW-Payout)-7.92%5.45%12.30%
HDFC Defence Fund(IDCW Reinvest)20.78%34.59%37.29%
Franklin India Opportunities Fund(IDCW)-9.34%6.91%7.81%
SBI PSU Fund(IDCW-Payout)1.75%20.64%11.40%

Frequently asked questions

  1. Bajaj Finserv Business Cycle Fund is an open-ended Thematic Fund scheme launched by Bajaj Asset Management Ltd., investing primarily in Equity. It is benchmarked against BSE 500 - TRI and offered in Direct and Regular plans with Growth and IDCW options.

  2. The NFO of Bajaj Finserv Business Cycle Fund opens for subscription on 19 Nov 2026.

  3. The NFO of Bajaj Finserv Business Cycle Fund closes for subscription on 04 Dec 2026. Applications must be submitted before this date for allotment at the NFO offer price.

  4. The minimum lumpsum investment in Bajaj Finserv Business Cycle Fund is ₹500.

  5. The minimum SIP amount for Bajaj Finserv Business Cycle Fund is ₹500 per SIP installment.

  1. Bajaj Finserv Business Cycle Fund is managed by Sorbh Gupta, Bharat Hegde, Siddharth Chaudhary, who has 11 years of fund management experience and also manages 21 other schemes at Bajaj Asset Management Ltd..

  2. Bajaj Finserv Business Cycle Fund is a new scheme with no performance track record yet, so it should be evaluated on Sorbh Gupta, Bharat Hegde, Siddharth Chaudhary's experience, Bajaj Asset Management Ltd.'s record on similar schemes, the fund's Equity strategy, and fit with an investor's existing portfolio — not past returns.

  3. Bajaj Finserv Business Cycle Fund is categorized as a Thematic Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).

  4. Bajaj Finserv Business Cycle Fund has no lock-in period and an exit load of 1% if redeemed within 3 months of investment.