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
₹1002.18
0.02%
NAV as on 06 Mar 26, 12:00 AM
moderate risk
low duration
debt
NAV as on 06 Mar 26, 12:00 AM
moderate risk
low duration
debt
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
0.22%p.a.
Since Inception
About Bajaj Finserv Low Duration Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Bajaj Finserv Low Duration Fund -Growth scheme from Bajaj Finserv Asset Management Limited. It is a Low Duration mutual fund scheme that predominantly invests in Low Duration stocks of companies. Launched on Feb 2026, Bajaj Finserv Low Duration Fund -Growth is Low Duration fund of its category with 665.49 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Low Duration funds.
- Bajaj Finserv Low Duration Fund -Growth delivered 0.0% annual returns during the last year. It has delivered 0.2% average annual returns since the fund was launched.
- Bajaj Finserv Low Duration Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The Scheme seeks to generate optimal returns for its investors through a portfolio constituted of debt and money market securities. The Macaulay duration of the portfolio is managed between 6 months and 12 months, resulting in a low duration investment with relatively high interest rate risk and moderate credit risk. The Scheme seeks to offer a short-term savings avenue with low risk while balancing yield and liquidity.
Top 10 Holdings
Net Payables
-13.04%
Others CBLO
50.65%
BAJAJ HOUSING FINANCE LIMITED 7.7 NCD 21MY27 FVRS10LAC
3.78%
MUTHOOT FINANCE LIMITED 8.90 NCD 07OT27 FVRS1LAC
4.58%
EXPORT IMPORT BANK OF INDIA CD 20MAR26
3.75%
CANARA BANK CD 18MAR26
7.49%
UNION BANK OF INDIA CD 01JUN26
3.69%
PUNJAB NATIONAL BANK CD 05MAR26
7.51%
HDFC BANK LIMITED CD 24FEB27
7.04%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 26FEB27
3.51%
Fund Managers
- Nimesh Chandan (Feb 2026 - Present)
- Siddharth Chaudhary (Feb 2026 - Present)
Key Information
View Scheme Document
Bajaj Finserv Low Duration Fund -Growth SIP Calculator
If invested
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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 Low Duration 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 Low Duration 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 Low Duration 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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