Bajaj Finserv Mutual Fund has launched its
Equity Savings Fund, an open-ended hybrid scheme that combines
equity, arbitrage, and debt
to offer investors the perfect balance of growth and stability.
The New Fund Offer (NFO) is open for subscription now and will
close on August 11, 2025.
The scheme aims to deliver long-term capital appreciation while generating
stable income, targeting investors who seek a balanced risk-return profile.
Key Details of the Bajaj Finserv Equity Savings Fund
| Detail | Information |
|---|---|
| Type of Scheme | Open-ended Equity Savings Fund |
| Asset Allocation | Equity (incl. Arbitrage) + Debt Instruments |
| NFO Open | Currently Open |
| NFO Close | August 11, 2025 |
| Minimum Investment | ₹500 (Additional: ₹100) |
| Fund Managers | Sorbh Gupta (Equity), Ilesh Savla (Arbitrage), Siddharth Chaudhary (Debt) |
| Options | Growth & IDCW (Payout/Reinvestment) |
| Tax Benefits | Qualifies as equity-oriented (LTCG @12.5% with ₹1.25 lakh exemption) |
Why Consider This Fund?
- Balanced portfolio with equity, arbitrage, and debt for lower volatility.
- Potential for inflation-beating returns with controlled risk.
- Tax-efficient structure with long-term capital gains benefits.
- Suitable for investors seeking steady income and moderate equity exposure.
- Flexible SIP, SWP, and STP options for systematic investing and withdrawals.
Fund Objective & Strategy
The Bajaj Finserv Equity Savings Fund aims to bridge the gap between
low-yield fixed deposits and
volatile pure equity investments.
By maintaining at least 65% allocation to equity (including arbitrage),
it seeks to provide:
- Steady income through debt and arbitrage strategies
- Long-term capital appreciation through selective equity exposure
- Reduced portfolio volatility during market swings
Disclaimer: Mutual fund investments are subject to market risks.
Please read the scheme-related documents carefully before investing.
Please read the scheme-related documents carefully before investing.
