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Best Bajaj FinServ Mutual Fund to Invest in 2024

With an AUM of Rs 10,517 crores, Bajaj Finserv Mutual Fund offers 12 schemes across different categories including 2 equity, 4 debt, and 3 hybrid mutual funds. Know the BAJAJ FINSERV MUTUAL FUND MF scheme details, historical returns, compare and invest in Best Bajaj Finserv Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.

12

Schemes

₹ 10,518 Cr

Total AUM

  • Overview
  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
  • ISIN

Bajaj Finserv Mutual Fund Details

Name
Bajaj Finserv Asset Management
AUM
₹ 10,517 Crores
Founded
-
Incorporation Date
18 October 2021
Sponsor
Bajaj Finserv Limited
CIO
Mr Nimesh Chandan
MD & CEO
Mr Ganesh Mohan
Contact Number
1800-309-3900
Email Id
service@bajajamc.com
Website
www.bajajamc.com
Trustee
Mr. V. Rajagopalan, Dr. J. Sridhar, Mr. V. Ravi & Mr. Mahendrakumar Gohel
Office Address
8th floor, E-Core, Solitaire Business Hub (formerly Marvel Edge), Viman Nagar, Pune - 411014

Top Bajaj Finserv Mutual Fund Managers

How to invest in Bajaj Finserv Mutual funds

Investing in mutual funds has been made incredibly easy by Scripbox, even for new investors. To invest in mutual funds, follow these simple steps:

  1. Visit scripbox.com for a comprehensive list of investment options: To start investing in mutual funds through Scripbox, go to their website and click on the “Let’s get started” button on the homepage. You’ll be presented with a list of investment options that align with your life goals. Choose an alternative that aligns with your financial objectives, then click “Continue” to proceed with investing in a mutual fund scheme.
  2. Register and establish your personal account: Begin your financial journey with Scripbox by setting up an account. After logging in, access your investment details like payment type and amount. Scripbox offers payment options, including monthly SIP and one-time payments. Use the free online SIP calculator to estimate potential returns. Click “See Recommended Funds” to proceed with your investment.
  3. Review the Plan and Fund Allocation: Before proceeding, please review the list of mutual funds and their corresponding allocation amounts displayed on this page. It is important to carefully check all the details to ensure accuracy. If changes are needed, simply click on the option that says, “I want to change Funds/ Amount.” Once everything is in order, click on the “Next” button to proceed with your payment.
  4. Bank Details and Money Transfer: To complete your transaction, please provide your bank account and PAN details. Rest assured that Scripbox ensures a secure environment for all payments. Please note that your bank account will only be used for investing and crediting the redemption proceeds.

KYC Required to Invest in Bajaj Finserv Mutual Funds

To identify a client, KYC, short for “Know Your Customer,” is essential. SEBI sets the requirements for KYC, and investors must comply with KYC to invest in SEBI-registered mutual funds. The KYC form contains identity information, address, financial status, occupation, and demographic data of the investor.

If you’re an investor looking for assistance with KYC, Scripbox can help. Resident Indians and PIO residing in India will be required to provide the following KYC documents:

  1. Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
  2. Pan Card
  3. Photograph
  4. Video Selfie: Record a video for 5 seconds facing the camera.
  5. KYC Authorisation Letter. (Please write on a white plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)

You can upload scanned KYC docs during registration, or send them via email  help@scripbox.com. or message on WhatsApp number  +91-8884448026  if you’re already a Scripbox user.

How to Download Bajaj Finserv Mutual Funds Investment Statement?

To download your Bajaj Finserv mutual funds investment statement using the Scripbox App, simply follow these steps:

  1. To begin, access the Scripbox App using your login credentials.
  2. Next, navigate to the ‘Profile’ tab located on the right-hand side of the screen.
  3. Afterward, you can simply click on the ‘Email Me’ button, and a Scripbox Investment History download link will be sent to your email.
  4. To obtain your Scripbox Investment History statement in Excel format, simply click on the provided link.

The Excel statement will contain the following information: 

  1. Orders Tab: This sheet will provide you with the Investor Name, Date Range, Date, Fund Name, Type, Amount Invested, Units, Order NAV, STT, Folio Number, and Purpose. 
  2. Current Holding Tab: This sheet will offer details about Fund Name, Units, Current Value, Folio Number, and Purpose.

Frequently Asked Questions

Which is the best Bajaj Finserv Mutual Fund?

When choosing mutual funds, it’s important to select the ones that best meet your specific needs and goals. Bajaj Finserv Mutual Fund offers a wide variety of options, including equity and hybrid funds, as well as debt funds with three different options available. Take some time to research and analyse the various funds to find the ones that align with your investment strategy.

How can I start SIP in Bajaj Finserv Mutual Fund Online?

Investing in  Bajaj Finserv Mutual Funds through SIP is hassle-free with Scripbox. You can conveniently access your investment account via the Scripbox app to start your SIP. Additionally,  Bajaj Finserv funds can also be invested in through the AMC’s website. Alternatively, you can create an account on any mutual fund platform to invest in  Bajaj Finserv Mutual Funds.

How to stop SIP in Bajaj Finserv Mutual Fund online?

To discontinue your SIP in Bajaj Finserv Mutual Fund, you may visit the mutual fund’s website and log in using your folio number to view your investment details. Alternatively, you can access the online platform where you started your investment and stop the SIP from there. Once you have logged in to your investment account, you can choose to halt the SIP.

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