myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bajaj Finserv Equity Savings

Opening:

28th July 2025

Closing:

11th August 2025

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

If units redeemed/switched out within 7 days from date of allotment,then 0.25% of the applicable NAV.

Fund Stats

Objective:

The objective of the Scheme is to generate capital appreciation and income by investing in equity and equity related instruments, arbitrage opportunities and fixed income instruments (including debt, government securities and money market instruments).

Benchmark:

NIFTY 500

Fund Manager:

Sorbh Gupta, Ilesh Savla, Siddharth Chaudhary

Asset Allocation

65-95% Equity 10-35% Debt and Money Market

upto 10% Derivatives upto 10% Others

Comparable existing schemes

Sundaram Equity Savings Fund	8.75(1Y)	13.02(3Y)
HSBC Equity Savings Fund	8.92(1Y)	14.25(3Y)

Fund Prognosis

Idea Distiller

The fund house's first offering in this category and it seems they have started looking at the core bank deposit audience.

Fund House AAUM:
2410952.899(Rs.in lakhs)
Fund Manager:
Combined experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Being such a late entrant always has its pluses and minuses but the category has the potential to be a huge one. I would wait and watch to see how the scheme does before investing.

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