NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.21
0.03%
NAV as on 16 Feb 26, 12:00 AM
moderate risk
equity savings fund
equity
NAV as on 16 Feb 26, 12:00 AM
moderate risk
equity savings fund
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
2.09%p.a.
Since Inception
About Bajaj Finserv Equity Savings Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Equity Savings Fund -Growth scheme from Bajaj Finserv Asset Management Limited. It is a Equity Savings Fund mutual fund scheme that predominantly invests in Equity Savings Fund stocks of companies. Launched on Aug 2025, Bajaj Finserv Equity Savings Fund -Growth is Equity Savings Fund fund of its category with 29.86 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Equity Savings Fund funds.
- Bajaj Finserv Equity Savings Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 2.1% average annual returns since the fund was launched.
- Bajaj Finserv Equity Savings Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Scheme seeks 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).
Top 10 Holdings
Net Receivables
60.22%
Others CBLO
5.04%
Apollo Hospitals Enterprise Ltd
1.40%
Asian Paints Ltd
0.34%
Axis Bank Ltd
2.01%
Bajaj Auto Ltd
0.32%
Bajaj Finserv Ltd
3.20%
Bank Of Baroda
1.45%
Bharat Electronics Ltd
2.57%
Bharti Airtel Ltd
0.40%
Fund Managers
- Siddharth Chaudhary (Jul 2025 - Present)
- Sorbh Gupta (Jul 2025 - Present)
- Ilesh Savla (Jul 2025 - Present)
Key Information
View Scheme Document
Bajaj Finserv Equity Savings Fund -Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Bajaj Finserv Equity Savings Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Bajaj Finserv Equity Savings Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Bajaj Finserv Equity Savings Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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