AUM
₹ 33,027.31 cr.
No. of Schemes
92
AMC Age
4 Years
AUM
₹ 33,027.31 cr.
No. of Schemes
92
AMC Age
4 Years
Bajaj Finserv Mutual Fund is an asset management company offering equity, debt, and hybrid mutual fund schemes. It offers funds tailored to various risk profiles and long-term investment goals, available through both SIP and lump-sum options.
Bajaj Finserv Mutual Fund, also known as Bajaj Finserv AMC, is backed by the financial power of the Bajaj Group. It is a fully owned branch of Bajaj Finserv Limited. By May 31, 2026, the company managed Rs 32,783.54 crore in total assets. Built with a digital-first approach, it offers investors a smooth and completely online investing experience.
The fund house uses a unique strategy called the InQuBe philosophy. This system aims to beat the market without taking on unnecessary risks. It works by combining three main factors. First is the Information Edge, which looks closely at how businesses and management run. Second is the Quantitative Edge, which uses smart data models to predict moves. Third is the Behavioral Edge, which profits from market mistakes caused by human emotions.
When building portfolios, Bajaj Finserv Mutual Fund ignores short-term market trends. Instead, it focuses on big, long-term shifts like new technology, growing cities, and changing consumer habits. For its fixed-income funds, the company plays it safe. It chooses high-quality borrowers and focuses on investments that are easy to buy and sell at any time.
As of mid-2026, Bajaj Finserv Asset Management Limited managed an Asset Under Management (AUM) of Rs 32,783.54 crore as of May 31, 2026, serving a rapidly expanding client base.
The fund house operates under the governance of Bajaj Finserv Mutual Fund Trustee Company Limited. Below is a consolidated table with all key details, leadership information, and governance structure:
Category | Details |
|---|---|
Mutual Fund Name | Bajaj AMC Mutual Fund |
Asset Management Company (AMC) | Bajaj Finserv Asset Management Limited |
Sponsor | Bajaj Finserv Limited |
Trustee Organisation | Bajaj Finserv Mutual Fund Trustee Company Limited |
Headquarters | Pune |
Founding Date | 18 October 2021 |
AMC Incorporation Date | 18 October 2021 |
Total AUM (As of May 31, 2026) | Rs 32,783.54 crore |
Chief Executive Officer (CEO) | Ganesh Mohan |
Chief Investment Officer (CIO) | Nimesh Chandan |
Head – Sales & Distribution | Aniruddha Chaudhuri |
Head – Operations & Finance | Nilesh Chonkar |
Head – Marketing | Royston Netto |
Head – Compliance, Legal & Secretarial | Harish Iyer |
Head – Human Resources | Vaibhav Date |
Head – Information Technology | Niranjan Vaidya |
Head – Risk Management | Ms. Anu Singhee |
Board of Directors (Associate) | Mr. Purav A. Jhaveri, Mr. Sanjiv Bajaj, Mr. Ganesh Mohan |
Board of Directors (Independent) | Dr. J. Sridhar, Mr. Ravi Venkatraman, Mr. Mahendrakumar Gohel, Ms. Malvika Sahni Sinha, Mr. Sandesh Madhukar Kirkire, Mr. Santosh Kumar Mohanty |
Investing in Bajaj Finserv Mutual Fund via Bajaj Broking is seamless and entirely digital. Here’s a detailed guide to help you through:
Steps to Invest:
To complete the investment process, investors must provide certain documents for Know Your Customer (KYC) verification. This step ensures compliance with regulatory requirements. The essential documents include:
Mandatory for all mutual fund investments.
Full name, mobile number, and email address.
Aadhaar card (both front and back) or any other valid proof.
A cancelled cheque or bank statement may be required.
To assign a beneficiary for the investment.
Required for regulatory reporting purposes.
The KYC verification is a fully digital process and is generally completed within 48-72 business hours. Once approved, investors can begin investing in Bajaj Finserv Mutual Fund seamlessly.
Mr. Chaudhary joined the Company in July 2022 as Senior Fund Manager - Fixed Income. Prior to this he was associated with Sundaram Asset Management Co. Ltd from April 2019 - July 2022 as Head Fixed Income - Institutional Business, from April 2017 - March 2019 as Senior Fund Manager - Fixed Income, from August 2010 - March 2017 as Fund Manager - Fixed Income. During June 2006 - September 2010 he was working as Senior Manager, Treasury Deptt in Indian Bank
Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Mr. Chandan has over 22 years of experience in the Indian Capital Markets. He has spent 17 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.
Mr. Sharma joined the AMC on 02 November 2022 as Senior Business Analyst. Prior to joining the AMC, Shri Sayan Das Sharma was associated with Arthya Wealth & Investments (PMS) from April 2021 to October 2022. Before joining Arthya Wealth & Investments (PMS), he was also associated with Bank of Baroda Capital Markets Ltd from November 2018 to March 2021. He was also associated with Crisil Limited from September 2011 to October 2018. He has work experience of over 14 years in financial markets in Research area.
Mr. Kishore Agarwal joined the Company in January 2024 as a Senior Research Analyst and has been actively engaged in supporting the Fund Manager through fundamental research and the origination of actionable investment ideas across market capitalizations, with deep specialization in the Banking and Financial Services sector. Upon his appointment as Fund Manager and Key Personnel, he will assume additional responsibility for bottom-up security selection, portfolio construction, position sizing, and active portfolio churn management, with a disciplined focus on delivering risk-adjusted returns vis-à-vis the benchmark. Prior to joining the Company, he was associated with CRISIL Limited and Visible Alpha (now S&P Global Market Intelligence). He brings over 12 years of investment management experience spanning fundamental equity research, bottom-up stock selection, attribution analysis, portfolio construction, and performance evaluation, and has consistently contributed to alpha generation through fundamental research, financial modelling, and deep investment-driven insights. e
Mr. Sabyasachi Mukerji joined the Company in February 2023 as a Senior Research Analyst, where he has been responsible for extensive sector coverage and idea generation. Upon his appointment as Associate Fund Manager and Key Personnel, he will assume additional responsibility for portfolio management of schemes. Prior to joining the Company, he was associated with Centrum Capital Limited in its Portfolio Management Services division. Earlier in his career, he worked with IndiaNivesh Limited and Larsen & Toubro Limited. He brings over 11 years of experience in sector coverage, idea generation, report writing, and financial modelling across various sectors. He also has experience in product management activities related to electrical switchgear products.
Mr. Savla joined Bajaj Finserv Asset Management Limited in April 2023. Mr. Savla has over 23 years of work experience across various functions in Equity Dealing and Sales Trading / Dealing profile. Prior to BFAML, Mr. Savla was associated with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities.
To initiate a Systematic Investment Plan (SIP) with Bajaj Finserv Mutual Fund online, visit the official Bajaj Finserv Asset Management Limited website. Select your preferred mutual fund scheme, choose the SIP option, and specify investment details such as amount, frequency, and start date. Complete the process by providing the necessary personal and bank details to set up the SIP.
To redeem your Bajaj Finserv Mutual Fund units, log in to your mutual fund account. Navigate to the redemption section, select the mutual fund scheme, specify the number of units or amount to redeem, and confirm the transaction. The proceeds will be credited to your linked bank account, typically within 2-3 working days.
To increase your SIP amount in a Bajaj Finserv Mutual Fund, access your online mutual fund account. Locate your existing SIP investment and select the 'Modify' or 'Change SIP amount' option. Enter the new desired SIP amount and confirm the changes to update your investment plan.
To obtain your Bajaj Finserv Mutual Fund statement, log in to your mutual fund account on the official Bajaj Finserv Asset Management Limited website. Navigate to the account or portfolio section, where you can view and download your account statements for specified periods. Alternatively, you may contact their customer service for assistance.
To estimate returns from a Bajaj Finserv Mutual Fund SIP, utilise the SIP calculator available on their platform. Input your monthly investment amount, tenure, and expected annual return rate to receive an approximate maturity value. Note that actual returns may vary.
Bajaj Finserv Mutual Fund schemes are subject to taxation. For example, the Bajaj Finserv ELSS Tax Saver Fund offers tax benefits under Section 80C of the Income Tax Act, but gains are taxed at 10% for long-term capital gains exceeding ₹1 lakh.
Redemption charges, known as exit loads, vary by scheme. For instance, some funds may have an exit load of 1% if redeemed within a specified period, such as one year. Always review the specific scheme's terms before investing.
To stop your SIP online, log in to your Bajaj Finserv account, navigate to your SIP investments, and select the 'Stop SIP' or 'Cancel SIP' option. Confirm your request to halt future contributions.
Mutual Fund Categories |
|---|
| Debt Funds |
| Equity Funds |
| Hybrid Funds |
| Solution Oriented Funds |
Mutual Fund Sub Category |
|---|
| Large Cap Funds |
| Mid Cap Funds |
| Small Cap Funds |
| Arbitrage Funds |
| Aggressive Hybrid Funds |
| Banking and PSU Funds |
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