Bajaj Finserv Liquid Fund - Regular Plan - Growth

Fund House: Bajaj Finserv Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 07-07-2023

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY Liquid Index A-I

Total Assets: 5756.59 As on (31-12-2025)

Expense Ratio: 0.28% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Units redeemed/switched-out within “X” days from the date of allotment Exit load as a % of redemption proceeds Day 1 (refer note 1 below) 0.0070% Day 2 0.0065% Day 3 0.0060% Day 4 0.0055% Day 5 0.0050% Day 6 0.0045% Day 7 onwards Nil

NAV as on 18-01-2026

1182.8389

0.3857

CAGR Since Inception

6.82%

NIFTY Liquid Index A-I 6.33%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Bajaj Finserv Liquid Fund - Regular Plan - Growth 6.32 - - - 6.82
Benchmark - - - - -
Debt: Liquid 6.31 6.81 5.69 6.0 6.1

Funds Manager

FM 1 - Mr. Siddharth Chaudhary, FM 2 - Mr.Nimesh Chandan

RETURNS CALCULATORS for Bajaj Finserv Liquid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Bajaj Finserv Liquid Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Bajaj Finserv Liquid Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Bajaj Finserv Liquid Fund Reg Gr 07-07-2023 6.32 6.77 0.0 0.0 0.0
ABSL Liquid Discipline Advtg 22-06-2009 6.88 7.2 7.25 5.97 6.26
Bank of India Liquid Reg Gr 16-07-2008 6.5 6.93 6.99 5.86 6.13
Groww Liquid Gr 25-10-2011 6.47 6.88 6.86 5.69 6.04
Axis Liquid Reg Gr 05-10-2009 6.46 6.9 6.97 5.84 6.16
Edelweiss Liquid Reg Gr 20-09-2007 6.46 6.87 6.89 5.74 5.99
Edelweiss Liquid Ret Gr 21-09-2007 6.46 6.87 6.89 5.74 5.98
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.45 6.86 6.94 5.81 6.13
Tata Liquid Reg Gr 01-09-2004 6.45 6.85 6.91 5.77 6.12
Canara Robeco Liquid Reg Gr 05-07-2008 6.45 6.87 6.95 5.81 6.02

Asset Allocation (%)

Key Performance and Risk Statistics of Bajaj Finserv Liquid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Bajaj Finserv Liquid Fund - Regular Plan - Growth - - - 5.92 0.11
Debt: Liquid - - - - - -