Bajaj Finserv Equity Savings Fund Direct Growth

Bajaj Finserv Equity Savings Fund Direct Growth is a hybrid fund. This fund was started on 19 August, 2025. The fund is managed by Ilesh Savla, Siddharth Chaudhary, Sorbh Gupta. This fund gives you the benefit of diversification.

1. Bajaj Finserv Equity Savings Fund Direct Growth has ₹31 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 0.
   

Bajaj Finserv Equity Savings Fund Direct Growth has given a CAGR return of 0.90% since inception.

Bajaj Finserv Equity Savings Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Consumer Defensive, Basic Materials, Industrial, Corporate, Government, Health, Communication, Energy, Tech, Utilities.

As it is a equity savings mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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). However, there is no assurance that the investment objective of the Scheme will be achieved. (Consolidated Std. Obs. 5)

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Bajaj Finserv Equity Savings Fund Direct Growth has no lock in period.