Bajaj Finserv Equity Savings Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.00%
Fund NAV

Fund Overview of Bajaj Finserv Equity Savings Fund Direct-growth

  • ₹10.09
    NAV
  • 0.30%
    Expense Ratio
  • Hybrid
    Fund Category
As on Fri Oct 17, 2025

Asset Allocation

equities

10.06%

debt instruments

28.66%

other assets or cash equivalents

61.28%
Large Cap: 86.27%
Mid Cap: 3.73%
Small Cap: 10.00%
Other: 0.00%
Top Holdings
Cash Margin
59.30%
Cash Margin
59.30%
Bajaj Finserv Money Market Fund Direct-growth
22.43%
Bajaj Finserv Money Market Fund Direct-growth
22.43%
Others Cblo
5.60%
 
Top Sectors
Unspecified
179.87%
Consumer Discretionary
3.98%
Healthcare
3.78%
Industrials
3.47%
Consumer Staples
3.37%
Detailed Portfolio Analysis
As on Fri Oct 17, 2025
Invest Now

About Fund

About Bajaj Finserv Equity Savings Fund Direct-growth

Bajaj Finserv Equity Savings Fund Direct-growth is one Hybrid mutual fund offered by Bajaj Finserv Mutual Fund. Launched on 19 Aug 2025, the fund aims Wealth creation over long term capital appreciation by investing in equity and equity related instruments and regular income through investments in fixed income securities, arbitrage and other derivative strategies. The expense ratio stands at 0.3%.
The portfolio allocation consists of 10.06% in equities, 28.66% in debt instruments, 61.28% in other assets or cash equivalents. Managed by Ilesh Savla, it has delivered a return of 0.00% in the last year, a total return since inception of 0.59%.

Read more
  • Siddharth Chaudhary

    Fund Manager

  • Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).

    Manager Education

  • Sorbh Gupta

    Fund Manager

  • Mr. Gupta is a B.Com, CA and CFA.

    Manager Education

  • Ilesh Savla

    Fund Manager

  • Mr. Savla has done B.Com and MBA, Finance

    Manager Education

Fund Details

Fund Names Bajaj Finserv Equity Savings Fund Direct-growth
Inception Date 19 Aug 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹ 500
SWP Minimum Investment amount ₹ 1000
STP Minimum Investment amount ₹ 500
 
Risk Principal at low to moderate risk
Category Average Annual Returns 5.99
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Lic Mf Equity Savings Fund Direct-growth trend ₹29 0.21% 1.09% 8.05% 11.32% 11.15%
ICICI Prudential Equity Savings Fund Direct-growth trend ₹15,302 0.53% 1.32% 7.22% 9.68% 10.49%
ICICI Prudential Equity Savings Fund Direct-growth trend ₹15,302 0.53% 1.32% 7.22% 9.68% 10.49%
Aditya Birla Sun Life Equity Savings Fund Direct-growth trend ₹839 0.77% 2.00% 7.92% 10.19% 10.45%
Lic Mf Equity Savings Fund-growth trend ₹29 0.12% 0.79% 6.92% 10.20% 10.06%
Lic Mf Equity Savings Fund-growth trend ₹29 0.12% 0.79% 6.92% 10.20% 10.06%
ICICI Prudential Equity Savings Fund-growth trend ₹15,302 0.48% 1.19% 6.70% 9.15% 9.91%
Aditya Birla Sun Life Equity Savings Fund Regular-growth trend ₹839 0.72% 1.90% 7.41% 9.48% 9.56%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Equity Savings Fund Direct-growth trend ₹15,302 ₹24.67 9.68% 10.49% 8.83%
ICICI Prudential Equity Savings Fund Direct-growth trend ₹15,302 ₹24.67 9.68% 10.49% 8.83%
ICICI Prudential Equity Savings Fund-growth trend ₹15,302 ₹22.96 9.15% 9.91% 8.14%
Aditya Birla Sun Life Equity Savings Fund Direct-growth trend ₹839 ₹24.97 10.19% 10.45% 8.94%
Aditya Birla Sun Life Equity Savings Fund Regular-growth trend ₹839 ₹22.51 9.48% 9.56% 7.91%
Lic Mf Equity Savings Fund-growth trend ₹29 ₹28.14 10.20% 10.06% 6.87%
Lic Mf Equity Savings Fund-growth trend ₹29 ₹28.14 10.20% 10.06% 6.87%
Lic Mf Equity Savings Fund Direct-growth trend ₹29 ₹31.84 11.32% 11.15% 8.06%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Cash MarginUnspecified59.30%₹18.58 Cr
Cash MarginUnspecified59.30%₹18.58 Cr
Bajaj Finserv Money Market Fund Direct-growthUnspecified22.43%₹7.03 Cr
Bajaj Finserv Money Market Fund Direct-growthUnspecified22.43%₹7.03 Cr
Others CbloUnspecified5.60%₹1.75 Cr
Others CbloUnspecified5.60%₹1.75 Cr
Zomato LtdTechnology4.03%₹1.26 Cr
Zomato LtdTechnology4.03%₹1.26 Cr
Hindustan Unilever LtdConsumer Staples3.85%₹1.21 Cr
Hindustan Unilever LtdConsumer Staples3.85%₹1.21 Cr
Hdfc Bank LtdFinancial3.58%₹1.12 Cr
Hdfc Bank LtdFinancial3.58%₹1.12 Cr
Kotak Mahindra Bank LtdFinancial3.40%₹1.07 Cr
Kotak Mahindra Bank LtdFinancial3.40%₹1.07 Cr
Bajaj Finserv LtdFinancial3.14%₹0.98 Cr
Bajaj Finserv LtdFinancial3.14%₹0.98 Cr
Vedanta LtdMaterials3.08%₹0.96 Cr
Vedanta LtdMaterials3.08%₹0.96 Cr
Hindustan Aeronautics LtdIndustrials2.95%₹0.93 Cr
Hindustan Aeronautics LtdIndustrials2.95%₹0.93 Cr
Itc LtdConsumer Staples2.67%₹0.84 Cr
Itc LtdConsumer Staples2.67%₹0.84 Cr
Net ReceivablesUnspecified2.60%₹0.82 Cr
Net ReceivablesUnspecified2.60%₹0.82 Cr
Bharat Electronics LtdIndustrials2.20%₹0.69 Cr
Bharat Electronics LtdIndustrials2.20%₹0.69 Cr
Jio Financial Services LimitedFinancial2.20%₹0.69 Cr
Jio Financial Services LimitedFinancial2.20%₹0.69 Cr
Hindalco Industries LtdMaterials2.04%₹0.64 Cr
Hindalco Industries LtdMaterials2.04%₹0.64 Cr
Ultratech Cement LtdMaterials1.90%₹0.60 Cr
Ultratech Cement LtdMaterials1.90%₹0.60 Cr
Punjab National BankFinancial1.73%₹0.54 Cr
Punjab National BankFinancial1.73%₹0.54 Cr
Larsen & Toubro LtdIndustrials1.70%₹0.53 Cr
Larsen & Toubro LtdIndustrials1.70%₹0.53 Cr
Rbl Bank LtdFinancial1.69%₹0.53 Cr
Rbl Bank LtdFinancial1.69%₹0.53 Cr
Indus Towers LtdTechnology1.67%₹0.52 Cr
Indus Towers LtdTechnology1.67%₹0.52 Cr
State Bank Of IndiaFinancial1.67%₹0.52 Cr
State Bank Of IndiaFinancial1.67%₹0.52 Cr
Titan Company LtdConsumer Discretionary1.59%₹0.50 Cr
Titan Company LtdConsumer Discretionary1.59%₹0.50 Cr
Axis Bank LtdFinancial1.58%₹0.50 Cr
Axis Bank LtdFinancial1.58%₹0.50 Cr
Multi Commodity Exchange Of India LtdFinancial1.56%₹0.49 Cr
Multi Commodity Exchange Of India LtdFinancial1.56%₹0.49 Cr
Indiabulls Housing Finance LtdFinancial1.55%₹0.48 Cr
Indiabulls Housing Finance LtdFinancial1.55%₹0.48 Cr
Power Finance Corporation LtdFinancial1.53%₹0.48 Cr
Power Finance Corporation LtdFinancial1.53%₹0.48 Cr
Icici Bank LtdFinancial1.46%₹0.46 Cr
Icici Bank LtdFinancial1.46%₹0.46 Cr
Bank Of BarodaFinancial1.45%₹0.45 Cr
Bank Of BarodaFinancial1.45%₹0.45 Cr
Apollo Hospitals Enterprise LtdHealthcare1.42%₹0.44 Cr
Apollo Hospitals Enterprise LtdHealthcare1.42%₹0.44 Cr
Jsw Steel LtdMaterials1.23%₹0.39 Cr
Jsw Steel LtdMaterials1.23%₹0.39 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.09%₹0.34 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.09%₹0.34 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities1.03%₹0.32 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities1.03%₹0.32 Cr
Nestle India LtdConsumer Staples1.01%₹0.32 Cr
Nestle India LtdConsumer Staples1.01%₹0.32 Cr
Bandhan Bank LtdFinancial0.93%₹0.29 Cr
Bandhan Bank LtdFinancial0.93%₹0.29 Cr
Tata Technologies LtdTechnology0.51%₹0.16 Cr
Tata Technologies LtdTechnology0.51%₹0.16 Cr
Tata Consumer Products LtdConsumer Staples0.45%₹0.14 Cr
Tata Consumer Products LtdConsumer Staples0.45%₹0.14 Cr
United Spirits LtdConsumer Staples0.43%₹0.14 Cr
United Spirits LtdConsumer Staples0.43%₹0.14 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare0.43%₹0.13 Cr
Glaxosmithkline Pharmaceuticals LtdHealthcare0.43%₹0.13 Cr
Timken India LtdIndustrials0.43%₹0.13 Cr
Timken India LtdIndustrials0.43%₹0.13 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.42%₹0.13 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.42%₹0.13 Cr
Maruti Suzuki India LtdConsumer Discretionary0.40%₹0.13 Cr
Maruti Suzuki India LtdConsumer Discretionary0.40%₹0.13 Cr
Icra LtdIndustrials0.40%₹0.12 Cr
Icra LtdIndustrials0.40%₹0.12 Cr
Sun Pharmaceutical Industries LtdHealthcare0.37%₹0.12 Cr
Sun Pharmaceutical Industries LtdHealthcare0.37%₹0.12 Cr
Bharti Airtel LtdTechnology0.37%₹0.12 Cr
Bharti Airtel LtdTechnology0.37%₹0.12 Cr
Devyani International LtdConsumer Discretionary0.37%₹0.12 Cr
Devyani International LtdConsumer Discretionary0.37%₹0.12 Cr
Reliance Industries LtdEnergy & Utilities0.35%₹0.11 Cr
Reliance Industries LtdEnergy & Utilities0.35%₹0.11 Cr
Ingersoll Rand India LtdIndustrials0.35%₹0.11 Cr
Ingersoll Rand India LtdIndustrials0.35%₹0.11 Cr
Schaeffler India LtdIndustrials0.34%₹0.11 Cr
Schaeffler India LtdIndustrials0.34%₹0.11 Cr
Britannia Industries LtdConsumer Staples0.33%₹0.10 Cr
Britannia Industries LtdConsumer Staples0.33%₹0.10 Cr
Infosys LtdTechnology0.32%₹0.10 Cr
Infosys LtdTechnology0.32%₹0.10 Cr
Asian Paints LtdMaterials0.32%₹0.10 Cr
Asian Paints LtdMaterials0.32%₹0.10 Cr
Sanofi Consumer Healthcare India LtdHealthcare0.30%₹0.09 Cr
Sanofi Consumer Healthcare India LtdHealthcare0.30%₹0.09 Cr
Torrent Pharmaceuticals LtdHealthcare0.29%₹0.09 Cr
Torrent Pharmaceuticals LtdHealthcare0.29%₹0.09 Cr
Bajaj Auto LtdConsumer Discretionary0.28%₹0.09 Cr
Bajaj Auto LtdConsumer Discretionary0.28%₹0.09 Cr
Cipla LtdHealthcare0.28%₹0.09 Cr
Cipla LtdHealthcare0.28%₹0.09 Cr
Bosch LtdConsumer Discretionary0.27%₹0.08 Cr
Bosch LtdConsumer Discretionary0.27%₹0.08 Cr
Tata Consultancy Services LtdTechnology0.26%₹0.08 Cr
Tata Consultancy Services LtdTechnology0.26%₹0.08 Cr
Gail (india) LtdEnergy & Utilities0.18%₹0.06 Cr
Gail (india) LtdEnergy & Utilities0.18%₹0.06 Cr
Gail (india) Ltd.-oct2025Energy & Utilities-0.18%₹-0.06 Cr
Gail (india) Ltd.-oct2025Energy & Utilities-0.18%₹-0.06 Cr
Tata Technologies Limited October 2025 FutureTechnology-0.52%₹-0.16 Cr
Tata Technologies Limited October 2025 FutureTechnology-0.52%₹-0.16 Cr
Jio Financial Services Limited November 2025 FutureFinancial-0.67%₹-0.21 Cr
Jio Financial Services Limited November 2025 FutureFinancial-0.67%₹-0.21 Cr
Nestle India Limited October 2025 FutureConsumer Staples-0.74%₹-0.23 Cr
Nestle India Limited October 2025 FutureConsumer Staples-0.74%₹-0.23 Cr
Bandhan Bank Ltd.-oct2025Financial-0.94%₹-0.29 Cr
Bandhan Bank Ltd.-oct2025Financial-0.94%₹-0.29 Cr
Oil & Natural Gas Corporation Limited November 2025 FutureEnergy & Utilities-1.04%₹-0.33 Cr
Oil & Natural Gas Corporation Limited November 2025 FutureEnergy & Utilities-1.04%₹-0.33 Cr
Mahindra & Mahindra Limited October 2025 FutureConsumer Discretionary-1.10%₹-0.35 Cr
Mahindra & Mahindra Limited October 2025 FutureConsumer Discretionary-1.10%₹-0.35 Cr
Apollo Hospitals Enterprise Limited October 2025 FutureHealthcare-1.19%₹-0.37 Cr
Apollo Hospitals Enterprise Limited October 2025 FutureHealthcare-1.19%₹-0.37 Cr
Icici Bank Limited October 2025 FutureFinancial-1.21%₹-0.38 Cr
Icici Bank Limited October 2025 FutureFinancial-1.21%₹-0.38 Cr
Jsw Steel Ltd.-oct2025Materials-1.24%₹-0.39 Cr
Jsw Steel Ltd.-oct2025Materials-1.24%₹-0.39 Cr
Titan Company Limited October 2025 FutureConsumer Discretionary-1.33%₹-0.42 Cr
Titan Company Limited October 2025 FutureConsumer Discretionary-1.33%₹-0.42 Cr
Larsen And Toubro Ltd.-oct2025Industrials-1.44%₹-0.45 Cr
Larsen And Toubro Ltd.-oct2025Industrials-1.44%₹-0.45 Cr
Bank Of Baroda-oct2025Financial-1.46%₹-0.46 Cr
Bank Of Baroda-oct2025Financial-1.46%₹-0.46 Cr
Power Finance Corporation Limited October 2025 FutureFinancial-1.54%₹-0.48 Cr
Power Finance Corporation Limited October 2025 FutureFinancial-1.54%₹-0.48 Cr
Sammaan Capital Limited October 2025 FutureFinancial-1.55%₹-0.49 Cr
Sammaan Capital Limited October 2025 FutureFinancial-1.55%₹-0.49 Cr
Jio Financial Services Ltd-oct2025Financial-1.55%₹-0.49 Cr
Jio Financial Services Ltd-oct2025Financial-1.55%₹-0.49 Cr
Multi Commodity Exchange Of India Limited October 2025 FutureFinancial-1.57%₹-0.49 Cr
Multi Commodity Exchange Of India Limited October 2025 FutureFinancial-1.57%₹-0.49 Cr
Ultratech Cement Ltd.-oct2025Materials-1.57%₹-0.49 Cr
Ultratech Cement Ltd.-oct2025Materials-1.57%₹-0.49 Cr
Axis Bank Ltd.-oct2025Financial-1.59%₹-0.50 Cr
Axis Bank Ltd.-oct2025Financial-1.59%₹-0.50 Cr
State Bank Of India October 2025 FutureFinancial-1.68%₹-0.53 Cr
State Bank Of India October 2025 FutureFinancial-1.68%₹-0.53 Cr
Indus Towers Limited October 2025 FutureTechnology-1.69%₹-0.53 Cr
Indus Towers Limited October 2025 FutureTechnology-1.69%₹-0.53 Cr
Rbl Bank Limited October 2025 FutureFinancial-1.70%₹-0.53 Cr
Rbl Bank Limited October 2025 FutureFinancial-1.70%₹-0.53 Cr
Punjab National Bank October 2025 FutureFinancial-1.74%₹-0.55 Cr
Punjab National Bank October 2025 FutureFinancial-1.74%₹-0.55 Cr
Hindalco Industries Ltd-oct2025Materials-2.06%₹-0.64 Cr
Hindalco Industries Ltd-oct2025Materials-2.06%₹-0.64 Cr
Bharat Electronics Limited October 2025 FutureIndustrials-2.21%₹-0.69 Cr
Bharat Electronics Limited October 2025 FutureIndustrials-2.21%₹-0.69 Cr
Itc Ltd.-oct2025Consumer Staples-2.68%₹-0.84 Cr
Itc Ltd.-oct2025Consumer Staples-2.68%₹-0.84 Cr
Bajaj Finserv Ltd.-oct2025Financial-2.90%₹-0.91 Cr
Bajaj Finserv Ltd.-oct2025Financial-2.90%₹-0.91 Cr
Hindustan Aeronautics Limited October 2025 FutureIndustrials-2.98%₹-0.93 Cr
Hindustan Aeronautics Limited October 2025 FutureIndustrials-2.98%₹-0.93 Cr
Kotak Mahindra Bank Limited October 2025 FutureFinancial-3.07%₹-0.96 Cr
Kotak Mahindra Bank Limited October 2025 FutureFinancial-3.07%₹-0.96 Cr
Vedanta Limited October 2025 FutureMaterials-3.10%₹-0.97 Cr
Vedanta Limited October 2025 FutureMaterials-3.10%₹-0.97 Cr
Hdfc Bank Limited October 2025 FutureFinancial-3.36%₹-1.05 Cr
Hdfc Bank Limited October 2025 FutureFinancial-3.36%₹-1.05 Cr
Hindustan Unilever Ltd.-oct2025Consumer Staples-3.64%₹-1.14 Cr
Hindustan Unilever Ltd.-oct2025Consumer Staples-3.64%₹-1.14 Cr
Eternal Limited November 2025 FutureTechnology-4.09%₹-1.28 Cr
Eternal Limited November 2025 FutureTechnology-4.09%₹-1.28 Cr
View More

Top Hybrid Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Lic Mf Equity Savings Fund Direct-growth increase ₹31.84 11.32% 11.15% -
ICICI Prudential Equity Savings Fund Direct-growth increase ₹24.67 9.68% 10.49% -
ICICI Prudential Equity Savings Fund Direct-growth increase ₹24.67 9.68% 10.49% -
Aditya Birla Sun Life Equity Savings Fund Direct-growth increase ₹24.97 10.19% 10.45% -
Lic Mf Equity Savings Fund-growth increase ₹28.14 10.20% 10.06% -
Lic Mf Equity Savings Fund-growth increase ₹28.14 10.20% 10.06% -
ICICI Prudential Equity Savings Fund-growth increase ₹22.96 9.15% 9.91% -
Aditya Birla Sun Life Equity Savings Fund Regular-growth increase ₹22.51 9.48% 9.56% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Bajaj Finserv Equity Savings Fund Direct-growth

What is the long-term performance of Bajaj Finserv Equity Savings Fund Direct-growth?

  • Since Inception: 0.59%

What is the portfolio composition of Bajaj Finserv Equity Savings Fund Direct-growth?

Equity: 10.06%, Debt: 28.66%, Others: 61.28%.

Who manages Bajaj Finserv Equity Savings Fund Direct-growth?

Bajaj Finserv Equity Savings Fund Direct-growth is managed by Ilesh Savla from Bajaj Finserv Mutual Fund.

What is the market-cap allocation of Bajaj Finserv Equity Savings Fund Direct-growth?

Large Cap: 86.27%, Mid Cap: 3.73%, Small Cap: 10.00%.

Which are the top companies Bajaj Finserv Equity Savings Fund Direct-growth has invested in?

  • Cash Margin – 59.30% of the fund's portfolio
  • Cash Margin – 59.30% of the fund's portfolio
  • Bajaj Finserv Money Market Fund Direct-Growth – 22.43% of the fund's portfolio
  • Bajaj Finserv Money Market Fund Direct-Growth – 22.43% of the fund's portfolio
  • Others CBLO – 5.60% of the fund's portfolio

Which are the major sectors Bajaj Finserv Equity Savings Fund Direct-growth focuses on?

  • Unspecified – 179.87% of the fund's portfolio
  • Consumer Discretionary – 3.98% of the fund's portfolio
  • Healthcare – 3.78% of the fund's portfolio
  • Industrials – 3.47% of the fund's portfolio
  • Consumer Staples – 3.37% of the fund's portfolio
View more FAQ's

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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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