Bajaj Finserv Mutual Fund : MF Schemes List, AUM, Risk, Returns

Q: Are Bajaj Finserv Mutual Fund mutual fund's schemes safe to invest in?

Ans: Yes, Bajaj Finserv Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Bajaj Finserv Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Bajaj Finserv Mutual Fund mutual funds tax-free?

Ans: Bajaj Finserv Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Bajaj Finserv Mutual Fund?

Here are some of the best-performing funds from Bajaj Finserv Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Bajaj Finserv Overnight Fund 0% Bajaj Finserv Arbitrage Fund 0% Bajaj Finserv Money Market Fund 0% Bajaj Finserv Liquid Fund 0% Bajaj Finserv Banking and PSU Fund 0%

Q: Are Bajaj Finserv Mutual Fund a good choice for long-term capital appreciation?

Ans: Yes, Bajaj Finserv Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Bajaj Finserv Mutual Fund AMC fund performance.

Q: How can I check my Bajaj Finserv Mutual Fund mutual funds status on Rupeezy?

Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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Bajaj Finserv Mutual Fund

Bajaj Finserv Asset Management Ltd, a wholly owned subsidiary of Bajaj Finserv Ltd, Bajaj Finserv Ltd is one of India’s leading and diversified financial services institutions and comes from the reputed business conglomerate Bajaj Group. The AMC offers diverse schemes across equity, hybrid, fixed income categories.Bajaj Finserv AMC crossed the Rs. 10,000 Cr AUM mark (as on February 29, 2024) in less than a year of its launch. It currently holds an Average AUM of Rs. 11,136.36 Cr as of June 2024.

List of All Bajaj Finserv Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

Fund Name	3Y Return	Risk	Cat. Avg
No Match Found We couldn't find the match you were looking for.

Details of Bajaj Finserv Mutual Fund

Founding Date	October 18, 2021
Address	S. No. 208-1B, Off Pune AhmednagarRoad, Lohagaon, Viman Nagar,Pune 411014
Email	service@bajajamc.com
Telephone	020-67672500

Documents Required to Invest

To invest in Bajaj Finserv Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Bajaj Finserv Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Bajaj Finserv Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Bajaj Finserv Mutual Fund FAQs

Q1. Are Bajaj Finserv Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Bajaj Finserv Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Bajaj Finserv Mutual Fund?

Fund Name	5-Year Return (%)
Bajaj Finserv Overnight Fund	0%
Bajaj Finserv Arbitrage Fund	0%
Bajaj Finserv Money Market Fund	0%
Bajaj Finserv Liquid Fund	0%
Bajaj Finserv Banking and PSU Fund	0%

Q4. Are Bajaj Finserv Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Bajaj Finserv Mutual Fund mutual funds status on Rupeezy?

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