myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bajaj Finserv Banking and Financial Services

Opening:

10th November 2025

Closing:

24th November 2025

Minimum Investment:

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

Plan:

Direct and Regular

Options:

Growth and IDCW

Entry Load:

NIL

Exit Load:

1% of NAV , If redeemed within 3 months from the date of allotment

Fund Stats

Objective:

The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies engaged in Banking and Financial Services.

Benchmark:

NIFTY Financial Services

Fund Manager:

Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

80%-100% Equity upto 20% Debt and Money Market

upto 10% Others

Comparable existing schemes

SBI Banking & Financial Services	21.63(1Y)	19.75(3Y)
Invesco India Financial Services	16.18(1Y)	20.90(3Y)

Fund Prognosis

Idea Distiller

The largest contributor to the major indices is this segment. And it is an economy segment.

Fund House AAUM:
2922598.64(in lakhs) as on 30th September,2025
Fund Manager:
Combined Experience of above 16 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Definitely could be a winner but in a very competitive segment. The timing could be a big help.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.