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Best Bajaj Finserv Mutual Funds in 2025

Fundwise SIP and SWP returns

Rolling SIP returns

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Bajaj Finserv Balanced Advantage Fund	4.79%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	12.29%	0%	0%
Bajaj Finserv Large And Mid Cap Fund	6.56%	0%	0%
Bajaj Finserv Multi Cap Fund	0%	0%	0%
Bajaj Finserv Money Market Fund	7.76%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Bajaj Finserv Banking And PSU Fund	8.43%	0%	0%
Bajaj Finserv Flexi Cap Fund	14.57%	0%	0%
Bajaj Finserv Nifty Bank ETF Fund	14.77%	0%	0%
Bajaj Finserv Small Cap Fund	0%	0%	0%
Bajaj Finserv Nifty 50 Index Fund	0%	0%	0%
Bajaj Finserv Nifty 50 ETF Fund	7.11%	0%	0%
Bajaj Finserv Nifty 1d Rate Liquid ETF Fund	5.27%	0%	0%
Bajaj Finserv ELSS Tax Saver Fund	0%	0%	0%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Bajaj Finserv Liquid Fund	7.36%	0%	0%
Bajaj Finserv Nifty Next 50 Index Fund	0%	0%	0%
Bajaj Finserv Overnight Fund	6.63%	0%	0%
Bajaj Finserv Large Cap Fund	10.39%	0%	0%
Bajaj Finserv Arbitrage Fund	7.21%	0%	0%
Bajaj Finserv Consumption Fund	0%	0%	0%
Bajaj Finserv Gilt Fund	0%	0%	0%

SIP Calculator Fund: Duration: SIP Amount (₹):

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Bajaj Finserv Balanced Advantage Fund	5.94%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	0.34%	0%	0%
Bajaj Finserv Large And Mid Cap Fund	2.87%	0%	0%
Bajaj Finserv Multi Cap Fund	0%	0%	0%
Bajaj Finserv Money Market Fund	7.83%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Bajaj Finserv Banking And PSU Fund	8.85%	0%	0%
Bajaj Finserv Flexi Cap Fund	29.93%	0%	0%
Bajaj Finserv Nifty Bank ETF Fund	8.5%	0%	0%
Bajaj Finserv Small Cap Fund	0%	0%	0%
Bajaj Finserv Nifty 50 Index Fund	0%	0%	0%
Bajaj Finserv Nifty 50 ETF Fund	6.15%	0%	0%
Bajaj Finserv Nifty 1d Rate Liquid ETF Fund	3.77%	0%	0%
Bajaj Finserv ELSS Tax Saver Fund	0%	0%	0%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Bajaj Finserv Liquid Fund	7.35%	0%	0%
Bajaj Finserv Nifty Next 50 Index Fund	0%	0%	0%
Bajaj Finserv Overnight Fund	6.68%	0%	0%
Bajaj Finserv Large Cap Fund	-7.09%	0%	0%
Bajaj Finserv Arbitrage Fund	7.44%	0%	0%
Bajaj Finserv Consumption Fund	0%	0%	0%
Bajaj Finserv Gilt Fund	0%	0%	0%

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y Step-up SIP	Any 5Y Step-up SIP
Bajaj Finserv Balanced Advantage Fund	4.79%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	12.29%	0%	0%
Bajaj Finserv Large And Mid Cap Fund	6.56%	0%	0%
Bajaj Finserv Multi Cap Fund	0%	0%	0%
Bajaj Finserv Money Market Fund	7.76%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Bajaj Finserv Banking And PSU Fund	8.43%	0%	0%
Bajaj Finserv Flexi Cap Fund	14.57%	0%	0%
Bajaj Finserv Nifty Bank ETF Fund	14.77%	0%	0%
Bajaj Finserv Small Cap Fund	0%	0%	0%
Bajaj Finserv Nifty 50 Index Fund	0%	0%	0%
Bajaj Finserv Nifty 50 ETF Fund	7.11%	0%	0%
Bajaj Finserv Nifty 1d Rate Liquid ETF Fund	5.27%	0%	0%
Bajaj Finserv ELSS Tax Saver Fund	0%	0%	0%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Bajaj Finserv Liquid Fund	7.36%	0%	0%
Bajaj Finserv Nifty Next 50 Index Fund	0%	0%	0%
Bajaj Finserv Overnight Fund	6.63%	0%	0%
Bajaj Finserv Large Cap Fund	10.39%	0%	0%
Bajaj Finserv Arbitrage Fund	7.21%	0%	0%
Bajaj Finserv Consumption Fund	0%	0%	0%
Bajaj Finserv Gilt Fund	0%	0%	0%

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y Step-up SWP	Any 5Y Step-up SWP
Bajaj Finserv Balanced Advantage Fund	5.94%	0%	0%
Bajaj Finserv Multi Asset Allocation Fund	0.34%	0%	0%
Bajaj Finserv Large And Mid Cap Fund	2.87%	0%	0%
Bajaj Finserv Multi Cap Fund	0%	0%	0%
Bajaj Finserv Money Market Fund	7.83%	0%	0%
Bajaj Finserv Equity Savings Fund	0%	0%	0%
Bajaj Finserv Banking And PSU Fund	8.85%	0%	0%
Bajaj Finserv Flexi Cap Fund	29.93%	0%	0%
Bajaj Finserv Nifty Bank ETF Fund	8.5%	0%	0%
Bajaj Finserv Small Cap Fund	0%	0%	0%
Bajaj Finserv Nifty 50 Index Fund	0%	0%	0%
Bajaj Finserv Nifty 50 ETF Fund	6.15%	0%	0%
Bajaj Finserv Nifty 1d Rate Liquid ETF Fund	3.77%	0%	0%
Bajaj Finserv ELSS Tax Saver Fund	0%	0%	0%
Bajaj Finserv Healthcare Fund	0%	0%	0%
Bajaj Finserv Liquid Fund	7.35%	0%	0%
Bajaj Finserv Nifty Next 50 Index Fund	0%	0%	0%
Bajaj Finserv Overnight Fund	6.68%	0%	0%
Bajaj Finserv Large Cap Fund	-7.09%	0%	0%
Bajaj Finserv Arbitrage Fund	7.44%	0%	0%
Bajaj Finserv Consumption Fund	0%	0%	0%
Bajaj Finserv Gilt Fund	0%	0%	0%

Note:N.A. in returns indicate that the fund does not have sufficient history.

Frequently Asked Questions (FAQs) regarding Bajaj Finserv Mutual Fund

What is Bajaj Finserv Mutual Fund?

Bajaj Finserv Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.

How big is Bajaj Finserv Mutual Fund?

Bajaj Finserv Mutual Fund offers 22 funds in total across various categories.

How safe are mutual funds offered by Bajaj Finserv Mutual Fund?

Mutual Funds from Bajaj Finserv Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.

How can I invest in Bajaj Finserv Mutual Fund mutual funds?

You can invest in Bajaj Finserv Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.

How can I redeem my investments from Bajaj Finserv Mutual Fund?

Redemption of Bajaj Finserv Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.

Does Bajaj Finserv Mutual Fund charge any fees or expenses?

Yes. Mutual funds managed by Bajaj Finserv Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.

Is a PAN and KYC mandatory to invest in Bajaj Finserv Mutual Fund mutual funds?

Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by Bajaj Finserv Mutual Fund.

Where can I view the performance and NAV of Bajaj Finserv Mutual Fund funds?

You can check the latest NAVs and performance data of all Bajaj Finserv Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.

Does Bajaj Finserv Mutual Fund offer SIP (Systematic Investment Plan) options?

Yes. Bajaj Finserv Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.

Does Bajaj Finserv Mutual Fund offer SWP (Systematic Withdrawal Plan) options?

Yes. Bajaj Finserv Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.

What is the minimum investment amount in Bajaj Finserv Mutual Fund mutual funds?

The minimum investment amount in Bajaj Finserv Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.

How are mutual fund returns from Bajaj Finserv Mutual Fund taxed?

Taxation of funds from Bajaj Finserv Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.

How can I contact Bajaj Finserv Mutual Fund for support or queries?

You can reach Bajaj Finserv Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.

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Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 23-Nov-2025.

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