Holdings (0)
Name | Sector | Instrument | Assets |
---|
Returns and rankings
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund Returns | NA% | NA% | NA% | NA% |
Category Average | 4.76% | 10.07% | 10.22% | NA% |
Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 1.3%
Inclusive of GST
Exit load
Exit load of 0.25%, if redeemed within 7 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
Managed Schemes
Sundaram Low Duration Fund (Ex) Plan Growth
Sundaram Low Duration Fund(Ex) Retail Plan Growth
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Growth
Sundaram Hybrid Fund Series F Growth
Sundaram Hybrid Fund Series H Growth
Sundaram Hybrid Fund Series K Growth
Sundaram Hybrid Fund Series M Growth
Sundaram Hybrid Fund Series N Growth
Sundaram Capital Protection Oriented Fund 5Years Series 7 Growth
Sundaram Hybrid Fund Series O Growth
Sundaram Hybrid Fund Series P Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Growth
Sundaram Hybrid Fund Series U Growth
Sundaram Ultra Short Term Fund Growth
Bajaj Finserv Liquid Fund Growth
Bajaj Finserv Overnight Fund Growth
Bajaj Finserv Money Market Fund Growth
Bajaj Finserv Flexi Cap Fund Growth
Bajaj Finserv Arbitrage Fund Growth
Bajaj Finserv Banking and PSU Fund Growth
Bajaj Finserv Large Cap Fund Growth
Bajaj Finserv Healthcare Fund Growth
Bajaj Finserv ELSS Tax Saver Fund Growth
Bajaj Finserv Gilt Fund Growth
Bajaj Finserv Multi Cap Fund Growth
Education
Mr. Gupta is a B.Com, CA and CFA.
Experience
Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
Managed Schemes
Education
Mr. Savla has done B.Com and MBA, Finance
Experience
Prior to joining Bajaj Finserv Mutual Fund, he has worked with Reliance Nippon Life Insurance, Equirus Securities and Maybank KimEng Securities, SBI Capital Markets, Emkay Global Financial Services Ltd, Citi and ENAM