Bajaj Finserv AMC has launched the Bajaj Finserv Equity Savings Fund, an open-ended scheme investing across equity, arbitrage, and debt instruments. The New Fund Offer (NFO) runs from July 28 to August 11, 2025. This fund aims to provide investors with a balanced approach, bridging the gap between traditional fixed-income options and high-volatility equity investments.
Designed to offer both growth and stability, the fund combines growth-oriented equities, low-risk arbitrage, and income-generating debt to deliver long-term capital appreciation alongside stable income. This strategic mix helps reduce overall portfolio volatility, appealing to investors seeking steady returns without excessive risk.
Ganesh Mohan, Managing Director at Bajaj Finserv AMC, highlighted that the fund offers financial confidence through a diversified strategy that balances risk and return. He emphasized the fund’s tax efficiency, stability, and consistent return potential in today’s inflationary and uncertain market environment.
With a minimum 65% equity allocation, the fund qualifies as an equity-oriented scheme, making it eligible for favorable long-term capital gains tax treatment. This makes it suitable for investors seeking limited equity exposure, steady income, and tax-efficient, low-volatility growth over time.