AMFI - Registered Mutual Fund Distributor

Bajaj Finserv Banking And Financial Services Fund – Regular Plan – Growth – Demat/Physical

Very High Risk | Equity

Fund Overview

Launch Date

10 Nov 2025

End Date

24 Nov 2025

Allotment Date

01 Dec 2025

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

0.89%

Exit load

0 %

Minimum Investment Amounts

Minimum Investment (Rs.)

₹500.00

Minimum SIP Investment (Rs.)

₹500.00

Minimum Withdrawal (Rs.)

₹500.00

Fund Managment

Nimesh Chandan

Since Nov 2025

Education

Mr. Chandan is an MBA in Finance

Experience

He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.

Fund House & Investment Objective

Bajaj Finserv Banking And Financial Services Fund - Regular Plan - Growth - Demat/Physical

Total AUM

₹10.00 crore

Objective: To generate long-term capital appreciation by investing in equity and equity-related securities of companies in the banking and financial services sector. Category: Equity | Sectoral-Banking. Plan Type: Regular Plan. This is a mutual fund plan where the investor invests through an intermediary like a distributor or broker, who is paid a commission by the asset management company (AMC). Growth Option: This is an investment option where the profits and dividends generated by the fund are reinvested back into the fund, leading to capital appreciation. Demat/Physical: This is the method of holding the fund units. Demat: The fund units are held electronically in a demat account. Physical: The fund units are held in paper or physical certificates.


Investment Objective

Generate long-term capital appreciation by predominantly investing in equity and equity-related securities of companies engaged in the Banking and Financial Services sector.

Fund benchmark

NIFTY Financial Services Total Return Index

Fund House Contact Details

Address

S. No. 208-1B, Off Pune Ahmednagar Road, Lohagaon, Viman Nagar, Pune 411014

Phone

020-67672500

Launch Fund Date

10 Nov 2025

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Closing Date25 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Very High Risk | Equity

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Closing Date08 Dec 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Closing Date15 Oct 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

How does KSquare help with mutual fund selection?

KSquare uses algorithms, market insights, and advisor expertise to recommend funds suited to your goals and risk level.

What happens if mutual fund NAV falls after pledging?

A drop in NAV may trigger a margin call. KSquare notifies you early to take corrective actions if needed.

Why should I choose KSquare over other platforms for NRI investing?

KSquare offers tailored advice, easy KYC, global access, compliance support, and personal service for NRI investors.

How do I manage taxes on my investments as an NRI?

KSquare provides tax guidance specific to NRIs, helping you plan and stay compliant with Indian tax laws.

How is an NFO different from regular mutual fund schemes?

Unlike existing funds with track records, NFOs offer fresh investment opportunities, often at a face value of ₹10.

Can I increase my SIP amount later?

Yes, KSquare allows you to modify or increase your SIP contributions easily as your income or goals change.

What types of accounts are required for NRI investments?

NRIs need either an NRE or NRO account to start investing through KSquare, depending on fund repatriation needs.

Is it safe to invest in NPS?

NPS is regulated by PFRDA and offers transparency, safety, and steady growth through professional fund managers.

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