Bajaj Finserv Liquid Fund - Direct Plan

AMC: BAJAJ FINSERV Low Risk Debt Liquid

📊 Quick Summary Of This Page

Bajaj Finserv Liquid Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.07%
Expense Ratio
Mr. Siddharth Chaudhary
Fund Manager
Growth
Plan Type
29 Jun 2023
Launch Date
0.007%
If redeemed/switched out within 1 day from the date of allotment: 0.0070% If redemption/switch out within 2 days from the date of allotment: 0.0065% If redemption/switch out within 3 days from the date of allotment: 0.0060% If redemption/switch out within 4 days from the date of allotment: 0.0055% If redemption/switch out within 5 days from the date of allotment: 0.0050% If redemption/switch out within 6 days from the date of allotment: 0.0045% If redemption/switch out 7 days onwards from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

Bajaj Finserv Liquid Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Liquid funds is 30.31% .

The largest portfolio holding is 91 DAYS TBILL MD 29 10 2026 with a portfolio weight of 6.46% .

Holdings Insights

The fund currently owns more than 94 stocks.

The top 10 holdings account for 31.59% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 6.52% 4.64%
2 Year Return 13.93% 9.60%
3 Year Return 22.44% 15.74%
4 Year Return N/A 22.31%
5 Year Return N/A 30.31%
6 Year Return N/A 39.09%
7 Year Return N/A 48.53%
Expense Ratio 0.07% -
NAV History
Fund Information

AMC: BAJAJ FINSERV

Category: Debt • Liquid

Launch Date: 29 Jun 2023

Fund Manager: Mr. Siddharth Chaudhary

Minimum Purchase: ₹100

Exit Load: If redeemed/switched out within 1 day from the date of allotment: 0.0070% If redemption/switch out within 2 days from the date of allotment: 0.0065% If redemption/switch out within 3 days from the date of allotment: 0.0060% If redemption/switch out within 4 days from the date of allotment: 0.0055% If redemption/switch out within 5 days from the date of allotment: 0.0050% If redemption/switch out within 6 days from the date of allotment: 0.0045% If redemption/switch out 7 days onwards from the date of allotment: Nil.

Lock-in: 1

Risk: Low Risk

About This Fund

Bajaj Finserv Liquid Fund - Direct Plan is managed by BAJAJ FINSERV and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Bajaj Finserv Liquid Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Bajaj Finserv Liquid Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Bajaj Finserv Liquid Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Bajaj Finserv Liquid Fund - Direct Plan, based on the latest portfolio data.

Bajaj Finserv Liquid Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Bajaj Finserv Liquid Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

Bajaj Finserv Liquid Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

Bajaj Finserv Liquid Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

Bajaj Finserv Liquid Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Bajaj Finserv Liquid Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Bajaj Finserv Liquid Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Bajaj Finserv Liquid Fund - Direct Plan and making investment decisions.

Yes, Bajaj Finserv Liquid Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Bajaj Finserv Liquid Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Bajaj Finserv Liquid Fund - Direct Plan to estimate returns and wealth creation over different time periods.