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

Groww Logo

Launch Date28 Jan 2026

Closing Date11 Feb 2026

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Closing Date11 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

Closing Date03 Dec 2025

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Launch Date27 Nov 2025

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Closing Date05 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

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Closing Date01 Dec 2025

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Closing Date24 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

Allotment Date21 Nov 2025

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Closing Date21 Nov 2025

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Closing Date20 Nov 2025

Allotment Date27 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

Allotment Date24 Nov 2025

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Launch Date31 Oct 2025

Closing Date04 Nov 2025

Allotment Date10 Nov 2025

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Launch Date31 Oct 2025

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Launch Date03 Oct 2025

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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Launch Date01 Oct 2025

Closing Date15 Oct 2025

Allotment Date22 Oct 2025

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Launch Date06 Oct 2025

Closing Date20 Oct 2025

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Closing Date17 Oct 2025

Allotment Date24 Oct 2025

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Closing Date24 Jun 2025

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Launch Date17 Jun 2025

Closing Date23 Jun 2025

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Launch Date09 Jun 2025

Closing Date23 Jun 2025

Allotment Date27 Jun 2025

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Closing Date19 Jun 2025

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Launch Date05 Jun 2025

Closing Date19 Jun 2025

Allotment Date25 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

5 Out of 5 (4292 Reviews)

KSquare offered me a quick solution when I needed funds. They made the loan process easy to understand and access.

Sneha Dugar

Sneha Dugar

Academic Counselor

The automatic deductions and growth charts at KSquare keep me informed and on track. It’s great for anyone serious about long-term financial goals.

Kunal Mishra

Kunal Mishra

Project Manager

Investing used to feel complicated, but KSquare’s SIP process made it simple and stress-free. Now I save monthly without thinking twice.

Shruti Verma

Shruti Verma

Clinical Psychologist

KSquare helped me reconnect financially with India. Their NRI services are intuitive, quick, and focused on individual needs. Truly impressed!

Anjali Deshmukh

Anjali Deshmukh

Architect

I loved how simple KSquare made the entire loan procedure. No delays, no confusion—just straight financial help.

Harshad Patel

Harshad Patel

Mechanical Engineer

Investing in NPS with KSquare has given me great peace of mind. Their platform is user-friendly and informative for long-term goals.

Rohit Sharma

Rohit Sharma

Quality Supervisor

Thanks to KSquare, I’ve finally started saving regularly. Their SIP structure fits my needs, and I feel much more confident about my financial future.

Ritika Shah

Ritika Shah

Pharmacist

I’m thankful to KSquare for making the NPS onboarding so smooth. Their resources are easy to understand for non-finance people.

Bhavika Thakkar

Bhavika Thakkar

Yoga Instructor

I started SIPs for my daughter’s education through KSquare, and the structured savings plan has given me peace of mind. Their transparent approach keeps my progress always clear and motivating.

Meera Nair

Meera Nair

KSquare provided a practical solution without liquidating my investments. I’m grateful for their clarity and quick process.

Amit Suresh

Amit Suresh

Logistics Supervisor

FAQ's

Frequenlty Asked Question

Is NPS a market-linked investment?

Yes, NPS invests in equity and debt instruments, so returns vary with market performance over time.

What is the role of the AMC in a New Fund Offering?

The Asset Management Company (AMC) designs and manages the NFO, ensuring strategy alignment and regulatory compliance.

Is there a processing fee for LAMF through KSquare?

A nominal processing fee may apply depending on the lender. KSquare clearly discloses all charges upfront.

What is the minimum amount required to start a SIP?

You can begin a SIP with as little as ₹500 per month, making it accessible for investors of all income levels.

Can I pause or stop my SIP anytime with KSquare?

Yes, KSquare allows you to pause, stop, or modify your SIP plan anytime through your account dashboard.

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.

Are NFOs better suited for long-term investors?

NFOs are ideal for long-term investors who can wait for the fund to build performance and portfolio over time.

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.

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