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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Launch Date19 Mar 2026

Closing Date25 Mar 2026

Allotment Date01 Jan 1970

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

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Closing Date03 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

Launch Date24 Nov 2025

Closing Date08 Dec 2025

Allotment Date08 Dec 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

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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 Date20 Oct 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.5 Out of 5 (9160 Reviews)

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FAQ's

Frequenlty Asked Question

Are mutual funds suitable for short-term goals?

Debt and liquid funds are ideal for short-term goals, while equity funds are better for long-term wealth creation.

Can I nominate someone in India for my investments?

Yes, NRIs can nominate any Indian resident for their mutual fund holdings and other financial assets via KSquare.

How do I track my investments from overseas?

KSquare’s online dashboard lets NRIs monitor and manage portfolios 24/7, no matter where they are in the world.

Can I set up automatic investments through KSquare?

Yes, KSquare allows SIP setup, automating monthly investments to help build disciplined saving habits.

Can NRIs get a loan against mutual funds with KSquare?

Some lenders allow NRIs to avail loans. KSquare helps identify NRI-eligible lenders and assists with documentation.

How is SIP different from recurring deposits?

Unlike fixed-interest recurring deposits, SIP returns are market-linked and offer higher growth potential with some risk.

Is it safe to invest in NPS?

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

How does KSquare help in retirement planning?

KSquare builds long-term SIP strategies to create a secure retirement corpus based on future lifestyle, needs, and inflation.

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