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

Allotment Date01 Jan 1970

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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

Launch Date24 Nov 2025

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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Closing Date17 Oct 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

4.6 Out of 5 (9161 Reviews)

KSquare provides a transparent and smooth mutual fund experience. Their portfolio tools are user-friendly, and I love how effortless it feels to invest monthly.

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KSquare’s mutual fund platform is exactly what I needed. It’s intuitive, offers diverse funds, and gives great insights. I’ve seen real growth since I started.

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FAQ's

Frequenlty Asked Question

Can I invest jointly with a resident Indian through KSquare?

Yes, joint investments are allowed with a resident Indian, provided KYC and bank account norms are met.

Can NRIs invest in NFOs via KSquare?

Yes, most NFOs are open to NRIs subject to fund house guidelines. KSquare helps confirm eligibility for NRIs.

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.

Can I open multiple NPS accounts?

No, you’re allowed only one NPS Tier I account, which is linked to your Permanent Retirement Account Number (PRAN).

How long does it take to get the loan amount?

Once documents are verified, the loan is usually disbursed within 24–48 hours directly to your bank account.

How is the loan amount calculated?

The loan value is based on the mutual fund's NAV and the lender’s margin requirements. KSquare shows your eligible amount during application.

What are the charges or fees associated with NFOs?

Like regular funds, NFOs may involve expense ratios and entry/exit loads. KSquare discloses all costs transparently.

How can I start an NPS account through KSquare?

Simply sign up on KSquare, complete your KYC, and choose your NPS tier and investment preferences to begin investing.

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