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 Date06 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

Allotment Date05 Dec 2025

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Closing Date05 Dec 2025

Allotment Date09 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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Closing Date01 Dec 2025

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Launch Date10 Nov 2025

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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Launch Date07 Nov 2025

Closing Date21 Nov 2025

Allotment Date26 Nov 2025

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Launch Date06 Nov 2025

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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Closing Date12 Nov 2025

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Launch Date31 Oct 2025

Closing Date14 Nov 2025

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Launch Date28 Oct 2025

Closing Date11 Nov 2025

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Closing Date15 Oct 2025

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Closing Date17 Oct 2025

Allotment Date27 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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Closing Date20 Oct 2025

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Closing Date17 Oct 2025

Allotment Date24 Oct 2025

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Closing Date24 Jun 2025

Allotment Date27 Jun 2025

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Launch Date17 Jun 2025

Closing Date23 Jun 2025

Allotment Date25 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

Allotment Date25 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

4.9 Out of 5 (4305 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

With KSquare, SIP investments have become a habit I enjoy. They offer flexibility, insights, and a clean interface. Truly made investing part of my routine.

Harsh Kapoor

Harsh Kapoor

Digital Marketer

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

KSquare’s recommendations are on point. Their mutual fund picks are backed by solid research, and I’ve seen consistent returns over the past year.

Arvind Joshi

Arvind Joshi

Civil Contractor

KSquare made investing so simple! Their SIP options fit my monthly budget and help me build wealth consistently without worry. I highly recommend it to anyone starting their financial journey.

Aarav Sharma

Aarav Sharma

Software Engineer

I highly recommend KSquare for any NRI investor. Their support was proactive and always ensured I felt secure with every transaction.

Arjun Mehra

Arjun Mehra

Cybersecurity Expert

My dream vacation finally happened through planned SIP savings with KSquare. They track progress regularly and make sure goals never slip. A wonderful financial planning experience for every family.

Sana Khan

Sana Khan

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

Thanks to KSquare, I started my investment journey the right way. Their mutual fund options are diverse, affordable, and super easy to manage.

Devansh Solanki

Devansh Solanki

Tourism Consultant

I used KSquare to meet some short-term needs, and their loan against mutual funds service was quick and easy.

Arjun Khanna

Arjun Khanna

Business Analyst

FAQ's

Frequenlty Asked Question

Is NPS better than PPF or EPF for retirement?

NPS can offer higher returns due to market exposure, while PPF and EPF are safer but lower-yielding. It’s best to diversify.

Do SIPs guarantee returns?

No, SIPs don’t guarantee returns but reduce risk over time and provide the potential for solid, market-linked growth.

Is it safe to invest in NPS?

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

Is NPS a market-linked investment?

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

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.

Does KSquare provide medical emergency fund planning?

Yes, KSquare builds dedicated SIP plans focused on medical security so unexpected health expenses don’t affect regular finances.

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.

Is there a lock-in period for mutual fund investments?

Only ELSS funds have a 3-year lock-in. Other funds generally allow you to redeem anytime based on NAV.

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