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 Date11 Feb 2026

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 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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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

Allotment Date24 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 Date23 Jun 2025

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Closing Date23 Jun 2025

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Closing Date19 Jun 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.7 Out of 5 (4299 Reviews)

As someone new to investing, KSquare’s SIP guidance has been incredibly helpful. Their platform is user-friendly, and the support team answered all my questions patiently.

Neha Gupta

Neha Gupta

HR Specialist

What I like most about KSquare is the clarity and control I have over my investments. SIPs have never been easier to manage.

Nikhil Arora

Nikhil Arora

UX Designer

I always feared medical emergencies, but KSquare helped us prepare financially. The SIP plan ensures liquidity when required. Now health issues don’t create financial panic anymore. Truly thoughtful solutions.

Nitin Patil

Nitin Patil

I used to avoid NFOs due to uncertainty. KSquare’s clear data and investor tools changed my mind. Now, I feel fully informed and prepared.

Ankita Pillai

Ankita Pillai

Tour Operator

KSquare helped me choose the right pension fund with detailed comparisons. Their expert team made everything clear.

Karan Mehra

Karan Mehra

IT Solutions Architect

I've explored several NFOs through KSquare, and their consistent communication builds trust. It’s great having expert updates every step of the way.

Kunal Deshpande

Kunal Deshpande

Media Producer

I’ve tested many platforms, but KSquare stands out for their transparency and consistent performance. SIPs with them feel like a smart, hassle-free decision.

Vikram Singh

Vikram Singh

Financial Consultant

KSquare’s team explained everything clearly. I never thought borrowing against my mutual funds would be this easy.

Nandini Rao

Nandini Rao

Event Coordinator

Thanks to KSquare, my retirement plan feels organized. Their NPS tools and knowledge gave me real confidence in the future.

Tanya Khosla

Tanya Khosla

PR Consultant

I’m very happy with the NPS service at KSquare. Their personalized advice gave me the clarity I needed.

Namrata Das

Namrata Das

High School Teacher

FAQ's

Frequenlty Asked Question

What are Tier I and Tier II NPS accounts?

Tier I is the mandatory retirement account with tax benefits, while Tier II is voluntary with flexible withdrawals but no tax deductions.

Is there any penalty for missing a SIP installment?

No penalties are charged by mutual funds for missing SIPs, but your bank may charge ECS failure fees if funds are insufficient.

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.

What happens if I stop my SIP before maturity?

You can withdraw your invested amount anytime. However, early exits might impact your long-term growth potential.

Is it legal for NRIs to invest in Indian markets via KSquare?

Absolutely. KSquare complies with all SEBI and RBI guidelines, ensuring legal and secure investments for NRIs.

Can I nominate someone for my NPS account?

Yes, nomination is mandatory and can be easily added or updated through your KSquare profile.

Can NRIs invest in NPS through KSquare?

Yes, NRIs can invest in NPS if they meet KYC norms. KSquare supports NRI onboarding for NPS accounts.

What documents are needed to invest in an NFO through KSquare?

You’ll need KYC-compliant documents like PAN, Aadhaar, and bank details to invest in NFOs through KSquare.

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