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Return (%)
Scheme Name Category Launch Date AUM (Crore) Expense Ratio (%) YTD 1 Mon 3 Mon 6 Mon 1 Yr 3 Yrs 5 Yrs 10 Yrs Since Launch Action
Bajaj Finserv Multi Asset Allocation Fund - Regular Growth Hybrid: Multi Asset Allocation 03-06-2024 132.91 1.99 1.25 3.23 9.1 11.82 21.38 - - - 14.48
Bajaj Finserv Nifty Bank ETF ETFs 19-01-2024 37.31 0.13 0.9 0.55 7.11 5.68 21.2 - - - 16.36
Bajaj Finserv Nifty 50 ETF ETFs 19-01-2024 19.96 0.07 0.18 -0.04 4.51 3.3 12.16 - - - 11.32
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH Equity: Large Cap 20-08-2024 166.75 2.05 0.85 0.38 5.21 3.23 10.46 - - - 2.85
Bajaj Finserv Balanced Advantage Fund-Regular Plan-Growth Hybrid: Dynamic Asset Allocation 05-12-2023 134.72 2.05 0.39 -0.35 4.21 2.27 9.14 - - - 8.3
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | Invest Online Equity: Flexi Cap 01-08-2023 628.79 1.78 0.81 0.21 2.43 1.72 8.2 - - - 18.57
Bajaj Finserv Banking and PSU Fund- Regular Plan- Growth Debt: Banking and PSU 10-11-2023 31.85 0.89 -0.03 -0.14 0.92 1.92 7.2 - - - 7.52
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth Equity: Large and Mid Cap 27-02-2024 230.86 1.97 0.56 0.87 4.98 1.73 6.95 - - - 13.35
Bajaj Finserv Money Market Fund-Regular Plan-Growth | Invest Online Debt: Money Market 16-07-2023 606.41 0.76 0.07 0.42 1.29 2.66 6.84 - - - 7.06
Bajaj Finserv Liquid Fund - Regular Plan - Growth | Invest Online Debt: Liquid 07-07-2023 599.61 0.28 0.1 0.5 1.43 2.84 6.37 - - - 6.85
Bajaj Finserv Arbitrage Fund- Regular Plan-Growth | Invest Online Hybrid: Arbitrage 10-09-2023 127.68 1.01 0.11 0.56 1.56 2.74 5.9 - - - 6.42
Bajaj Finserv Overnight Fund - Regular Plan - Growth | Invest Online Debt: Overnight 05-07-2023 55.19 0.12 0.09 0.46 1.37 2.73 5.79 - - - 6.32
Bajaj Finserv Nifty 1D Rate Liquid ETF ETFs 28-05-2024 65.7 0.19 0.08 0.42 1.23 2.52 5.42 - - - 5.64
Bajaj Finserv Nifty 50 Index Fund - Regular - Growth Index Fund 15-05-2025 1.19 0.9 0.17 -0.48 3.8 2.36 - - - - 4.71
Bajaj Finserv Nifty Next 50 Index Fund - Regular - Growth Index Fund 12-05-2025 1.36 0.95 1.75 2.55 2.63 2.76 - - - - 7.48
BAJAJ FINSERV EQUITY SAVINGS FUND - REGULAR - GROWTH Hybrid: Equity Savings 28-07-2025 2.94 1.3 0.22 0.56 1.59 - - - - - 1.82
Bajaj Finserv Gilt Fund - Regular - Growth Debt: Gilt 15-01-2025 2.87 1.29 -0.14 -0.51 -0.74 -1.05 - - - - 2.73
BAJAJ FINSERV SMALL CAP FUND - REGULAR - GROWTH Equity: Small Cap 27-06-2025 152.22 2.04 0.76 2.1 0.64 - - - - - -3.42
Bajaj Finserv Banking and Financial Services Fund - Regular - Growth Equity: Sectoral-Banking and Financial Services 10-11-2025 0 0.0 1.14 1.47 - - - - - - 1.94
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH Equity: Multi Cap 27-02-2025 107.01 2.35 0.9 1.98 4.77 0.7 - - - - 15.75
BAJAJ FINSERV ELSS TAX SAVER FUND - REGULAR - GROWTH Equity: ELSS 29-01-2025 7.29 2.25 0.6 0.66 3.08 0.74 - - - - 14.57
BAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTH Equity: Sectoral-Pharma and Healthcare 27-12-2024 33.88 2.37 1.76 0.07 1.38 0.36 -1.74 - - - -2.67
BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH Equity: Thematic-Consumption 29-11-2024 67.57 2.31 0.7 -0.55 -2.68 -0.67 -5.33 - - - -5.54

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