Bajaj Finserv Banking And Financial Services Fund – Nfo Smart Switch – Bajaj Finserv Overnight Fund – Regular Plan Growth – Physical Only
Bajaj Finserv Banking And Financial Services Fund – Nfo Smart Switch – Bajaj Finserv Overnight Fund – Regular Plan Growth – Physical Only
Low Risk | Others
Fund Overview
Launch Date
10 Nov 2025
End Date
20 Nov 2025
Allotment Date
01 Nov 2025
NAV
₹10
Expense Ratio, Exit Load & Tax
Expense ratio
0.12%
Exit load
0 %
Minimum Investment Amounts
Minimum Investment (Rs.)
₹100.00
Minimum Additional Investment (Rs.)
₹100.00
Minimum SIP Investment (Rs.)
₹1,000.00
Minimum Withdrawal (Rs.)
₹1.00
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 - Nfo Smart Switch - Bajaj Finserv Overnight Fund - Regular Plan Growth - Physical Only
Total AUM
₹912 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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Testimonial
Genuine Review Form Statisifed Customers
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FAQ's
Frequenlty Asked Question
What if I need money before my SIP goal time?
Some SIP funds offer liquidity options, allowing partial withdrawals whenever required without disturbing the entire investment plan.
Do SIPs guarantee returns?
No, SIPs don’t guarantee returns but reduce risk over time and provide the potential for solid, market-linked growth.
Will I still earn returns on pledged mutual funds?
Yes, your mutual fund units continue to generate returns even while they are pledged for a loan.
What are mutual funds and how do they work?
Mutual funds pool money from many investors to invest in a diversified portfolio of stocks, bonds, or other assets managed by professionals.
Are returns from mutual funds taxable for NRIs?
Yes, returns are subject to TDS based on fund type and holding period. KSquare helps you plan for this.
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.
Is there a credit score requirement for getting LAMF?
While credit score matters, lenders also consider the value and type of mutual funds pledged. KSquare helps assess your eligibility beforehand.
When do NFO units get credited to my account?
Units are credited within a few days after the NFO closes and the scheme is processed by the fund house.