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Bajaj Finserv Large Cap Fund - NAV, Returns, Investment Review & Details

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Invest in Bajaj Finserv Large Cap Fund with minimum SIP of ₹500. Check latest NAV, AUM, expense ratio, fund performance and investment approach for this large cap equity scheme.

Investment Objective and Approach

The objective of the scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies. The fund follows a disciplined investment approach focused on established blue-chip companies with strong fundamentals and proven track records.

The fund's investment strategy is built around the InQube philosophy - a comprehensive three-stage approach combining informational, quantitative, and behavioural edges. This methodology enables the fund managers to identify undervalued opportunities in the large-cap space while maintaining prudent risk management practices.

Key investment parameters include:

- Minimum SIP Investment: ₹500, Minimum Lumpsum Investment: ₹500

- Exit Load: 1% if units are redeemed within 6 months from the date of allotment, no exit load after 6 months

- Fund launch date: 29-07-2024

Fund Managers

The fund is managed by a team of experienced professionals:

Sorbh Gupta - Has over 16 years of experience in the Indian Capital Markets. In November 2022, he was appointed as Head – Equity at Bajaj Finserv Asset Management Limited. Prior to joining Bajaj Finserv Asset Management Limited, he was associated with Quantum Asset Management Company Private Ltd. Mr. Gupta is a B.Com, CA and CFA.

Nimesh Chandan - Has over 24 years of experience in the Indian Capital Markets. He has spent 18 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head of Investments, Equities (Domestic and Offshore).

Siddharth Chaudhary - Joined the Company in July 2022 as a Head – Fixed Income. Prior to this, he was associated with Sundaram Asset Management Co. Ltd from April 2019 - July 2022 as Head Fixed Income – Institutional Business. Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).

About the Fund House (AMC)

Bajaj Finserv Asset Management Ltd, a wholly owned subsidiary of Bajaj Finserv Ltd, has carved a niche in India's mutual fund industry as an organisation committed to meaningful innovation. In March 2023, the final registration from the Securities and Exchange Board of India was granted to commence mutual fund business operations under Bajaj Finserv Mutual Fund.

The AMC has shown remarkable growth since its inception. This rapid growth has helped it surpass the Rs. 20,000-crore AUM milestone as of February 28, 2025. It is ranked among the top 30 out of 45 mutual fund houses in India by AUM.

Backed by the prestigious Bajaj Group, Founded in 1926 by Jamnalal Bajaj, headquartered in Mumbai, the Bajaj Group is a vast Indian conglomerate employing over 60,000 individuals worldwide. In April 2007, Bajaj Finserv was established following its separation from Bajaj Auto Limited. This structural change was initiated to enable Bajaj Finserv to exclusively focus on the group's financial services business.

The fund house operates on the InQube investment philosophy - a synergy of informational, quantitative, and behavioural edge. This approach combines traditional financial analysis with behavioural finance principles and quantitative models to identify investment opportunities and manage risks effectively.

Should I Invest in Bajaj Finserv Large Cap Fund?

This fund may be suitable for investors seeking:

Ideal Investment Profile:

- Long-term wealth creation with stable growth

- Exposure to established large-cap companies

- Lower volatility compared to mid and small-cap funds

- First-time equity investors looking for diversified exposure

Key Considerations:

- Recent launch date means limited track record for performance evaluation

- AUM of ₹1,552.52 crore as on 2025-08-01 indicates growing investor confidence

- Expense ratio of 2.05% for regular plan is competitive within the large-cap category

- Strong fund management team with extensive experience across market cycles

Investment Suitability:

- Conservative equity investors seeking stable returns

- Portfolio diversification for existing equity holdings

- Systematic investment through SIP for rupee cost averaging

- Investors with investment horizon of 5+ years

The fund's association with the established Bajaj Group and experienced fund management team provides institutional strength, though investors should consider the relatively recent launch when evaluating performance metrics.

FAQs

What is today's NAV of Bajaj Finserv Large Cap Fund?

The NAV changes daily based on market movements. For the most current NAV, check the official Bajaj Finserv AMC website or authorized financial platforms like Allvest.

What is the AUM of Bajaj Finserv Large Cap Fund?

The fund has an Asset Under Management (AUM) of ₹1,552.52 crore as on August 1, 2025.

What is the expense ratio of Bajaj Finserv Large Cap Fund?

The fund has an expense ratio of 2.05% for the regular plan, which is competitive compared to other large cap equity mutual fund schemes.

What are the returns of Bajaj Finserv Large Cap Fund since inception?

Being a recently launched fund in July 2024, the scheme has limited performance history. Current returns data should be checked from official sources for the most accurate information.

What is the minimum SIP amount to invest in Bajaj Finserv Large Cap Fund?

The minimum SIP investment is ₹500 with ongoing investments possible in multiples of ₹1.

How do I invest in Bajaj Finserv Large Cap Fund?

You can invest through Allvest platform, official Bajaj Finserv AMC website, or authorized distributors. Complete your KYC, choose investment amount and mode (SIP/lumpsum), then proceed with payment.

How to start a SIP in Bajaj Finserv Large Cap Fund?

Register on Allvest or the AMC website, select SIP option, choose investment amount (minimum ₹500), set frequency, and set up auto-debit mandate for seamless monthly investments.

How do I automate an SIP in Bajaj Finserv Large Cap Fund?

Set up an auto-debit mandate with your bank through Allvest or the AMC platform. This ensures automatic monthly deductions and uninterrupted SIP investments without manual intervention.

How can I withdraw/redeem my investment in Bajaj Finserv Large Cap Fund?

Submit a redemption request through Allvest, AMC website, or your distributor. Specify units or amount to redeem. Note the exit load of 1% if redeemed within 6 months of investment.