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Bajaj Finserv Mutual Fund

Bajaj Finserv Mutual Fund was incorporated in 2021-10-18. As of 05-03-24 08:00:430 IST, Bajaj Finserv Mutual Fund is managing assets worth Rs.  7940.82. Bajaj Finserv Mutual Fund offers 8 mutual fund schemes to potential investors. Additionally, it holds 10 funds.

AUM :

₹ 7940.82 Cr

Schemes

8

Year of Inception

2021

Invest in Mutual Funds Direct Plans with Bajaj Markets at 0% commission and earn higher returns

About Bajaj Finserv Mutual Fund

Bajaj Finserv Asset Management Ltd. is a wholly owned subsidiary of Bajaj Finserv Ltd, starting operations in March 2023. It has handled an AUM of more than ₹1.45 lakh crore within the Bajaj Finserv Group. 

 

Bajaj AMC seeks to offer a diverse range of mutual fund schemes to support investors in generating high returns. It recently launched its first two debt fund schemes called the Bajaj Finserv Liquid Fund and Bajaj Finserv Overnight Fund. 

 

Its investment philosophy is based on superior data, enhanced analytics and a behavioural edge as displayed by its strong team. Investors can expect to grow their wealth in both equity and fixed income schemes with the AMC’s robust evaluation of asset quality and liquidity risk.

Incorporated 18 Oct. 2021
Mdceo Ganesh Mohan
Trustee Bajaj Finserv Mutual Fund Trustee Ltd.
Cio Nimesh Chandan

How to Invest in Bajaj Finserv Mutual Fund ?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

  • Step 1: Log in using your mobile phone number

  • Step 2: Under ‘Investments’, choose ‘Mutual Funds’

  • Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

  • Step 4: Start your investment journey with Bajaj Markets once your account has been activated

     

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Bajaj Finserv Mutual Fund :

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

  • PAN Card

  • Voter ID

  • Driving Licence

  • Passport

Top Fund Managers

The Bajaj AMC team comprises professionals with years of experience in diverse avenues of Indian capital markets. 

1. Sorbh Gupta 

With more than 15 years of experience in the Indian equity market, Sorbh Gupta is the Senior Fund Manager of the Equity vertical in the Bajaj AMC. He joined the company in November 2022. 

 

He has worked in popular financial firms in the past, such as Quantum AMC, Siddhesh Capital Markets and Pranav Securities. Mr. Gupta completed his CA in 2004 and CFA by 2012. He will be managing the equity portion of the Bajaj Balanced Advantage Fund and the Bajaj Flexi Cap Fund.  

2. Ilesh Savla 

Ilesh Savla has an experience of more than 23 years across various profiles in many reputable organisations. He completed his MBA in Finance from the Welingkar Institute of Management. 

 

He has been associated with Bajaj Finserv Asset Management Limited since April 2023 as a Senior Dealer in Equity. Before joining Bajaj AMC, he held the position of Senior Manager in Investments at Reliance Nippon Life Insurance. 

 

Mr. Savla has also worked with other leading financial companies, including Maybank Securities, SBI Capital Markets, Citi and so on. He has previously overseen a collective AUM of approximately $75 Billion in the equity market. 

3. Siddharth Chaudhary

With more than 15 years of experience across various profiles in the financial sector, Mr Chaudhary holds the position of Senior Fund Manager of the Fixed Income division at Bajaj AMC. 

 

He joined the organisation in July 2022 after working for 12 years at Sundaram Asset Management Company as Head of the Fixed Income Department. His previous profiles include working as a Senior Fund Manager at Sundaram Asset Management Company and Senior Manager in Indian Bank. 

 

He has a degree in B. Com, PGPSM from UTI Institute and CFA Level II in finance. Mr. Chaudhary will be managing the debt component of the Bajaj Money Market Fund and Bajaj Overnight Fund. 

4. Chirag Shah 

With over 11 years of diverse experience across debt investments, Mr Chirag Shah holds the designation of a Dealer in the Fixed Income department of the Bajaj AMC. He completed his B.Com in Banking and Insurance before his MBA in Finance from IIPMB. 

 

He joined Bajaj Finserv Asset Management Limited in April 2023 after being associated previously with NVS Brokerage and Edelweiss Securities Ltd.

Email NA
Phone 1800-309-3900
Address 8th floor, E-Core, Solitaire Business Hub (formerly Marvel Edge), Viman Nagar

Frequently Asked Questions About Mutual Funds

How many mutual fund schemes are offered by Bajaj Finserv Mutual Fund?

Bajaj Finserv Mutual Fund offers 8 mutual fund schemes across different categories.

What is the total AUM for Bajaj Finserv Mutual Fund?

When did Bajaj Finserv Mutual Fund first start?

Can I invest in Bajaj Finserv Mutual Fund via SIPs online?

Is it possible to stop an SIP for Bajaj Finserv Mutual Fund online?

What KYC documents are required to start investing in mutual fund schemes offered by Bajaj Finserv Mutual Fund?

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