Bajaj Finserv Mutual Fund was established on October 18, 2021, as a Trust sponsored by Bajaj Finserv Limited. It was in March 2023 when Bajaj Finserv Asset Management Limited, got a green signal from SEBI to commence its mutual fund business and operations as Bajaj Finserv Mutual Fund.
It was March 2023 when Bajaj Finserv Asset Management Limited, or BFAML, got a green signal from SEBI to commence its mutual fund business and operations as Bajaj Finserv Mutual Fund. Currently, Mr. Ganesh Mohan is the Managing Director & CEO of Bajaj Finserv Mutual Fund. Nimesh Chandan is the CIO (Chief Investment Officer) of Bajaj Finserv Mutual Fund.
It uses the InQuBe investment philosophy which consists of the following pillars to generate long-term returns. The first pillar, the Information Edge, speaks of the ability to collect relevant information about economies, businesses, and markets ahead of the others, and armed with superior information, they strive to outperform the market.
The second pillar, the Analytical Edge or Quantitative Edge, is a requirement of processing information. Even when the investors don't possess material information, Bajaj Finserv AMC seeks to develop models and algorithms to potentially gain the upper hand in forecasting market moves.
Lastly, the final pillar, the Behavioral Edge, reveals their knack for making optimal decisions by capitalising on market anomalies arising from behavioural factors. By taking advantage of drastic market reactions, they seize opportunities that others might overlook.
Bajaj Finserv Mutual Fund offers 9 schemes across different categories with an AUM of ₹7,907 crore.
As of April 2024
Schemes
9
AUM
₹12,812 Cr
AUM growth
-₹1,060 Cr
Fund managers
4
Sort By
Name | Fund size | Expense Ratio | 1 Y | 3 Y |
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₹15,384 Cr
AUM
9
Schemes
₹16,088 Cr
AUM
11
Schemes
₹9,573 Cr
AUM
7
Schemes
Ilesh Savla
₹1,242 Cr
AUM
3
Schemes
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Key Information
Mutual Fund Name | Bajaj Finserv Mutual Fund |
Asset Management Company Name | Bajaj Finserv Asset Management Limited |
AMC Setup Date | March 01, 2023 |
AMC Incorporation Date | October 18, 2021 |
Sponsor Name | Bajaj Finserv Limited |
Name Of Trustees | Dr. Sridhar Jayaraman - Trustee Mr. Mahendrakumar Gohel - Trustee Mr. Ravi Venkatraman - Trustee Mr. V Rajagopalan - Trustee |
CIO | Mr. Nimesh Chandan |
MD And CEO | Mr. Ganesh Mohan |
Compliance Officer | Mr. Harish Iyer |
Investor Service Officer | Ms. Priya Singh |
Updated As Of | April 2024 |