Bajaj Finserv Liquid Fund - Regular Plan - Fortnightly - IDCW

Fund House: Bajaj Finserv Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 05-07-2023

Minimum Investment: 100.0

Asset Class:

Minimum Topup: 100.0

Benchmark: NIFTY Liquid Index A-I

Total Assets: 5996.06 As on (28-11-2025)

Expense Ratio: 0.28% As on (28-11-2025)

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 11-12-2025

1035.3541

0.1395

CAGR Since Inception

6.86%

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 - Fortnightly - IDCW 6.44 - - - 6.86
Benchmark - - - - -
Debt: Liquid 6.43 6.84 5.63 6.02 6.19

Funds Manager

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

RETURNS CALCULATORS for Bajaj Finserv Liquid Fund - Regular Plan - Fortnightly - IDCW

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 - Fortnightly - IDCW

Portfolio Holdings

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Sector Allocation

Show All Sectors

PEER COMPARISION of Bajaj Finserv Liquid Fund - Regular Plan - Fortnightly - IDCW

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Bajaj Finserv Liquid Fund Reg Fortnightly IDCW 05-07-2023 6.44 6.86 0.0 0.0 0.0
ABSL Liquid Discipline Advtg 22-06-2009 6.97 7.28 7.28 5.91 6.28
Bank of India Liquid Reg Gr 16-07-2008 6.61 7.02 7.02 5.8 6.14
Axis Liquid Reg Gr 05-10-2009 6.6 6.99 7.0 5.78 6.18
Groww Liquid Gr 25-10-2011 6.59 6.98 6.89 5.63 6.06
Edelweiss Liquid Ret Gr 21-09-2007 6.58 6.96 6.91 5.67 6.0
Edelweiss Liquid Reg Gr 20-09-2007 6.58 6.96 6.91 5.67 6.01
Canara Robeco Liquid Reg Gr 05-07-2008 6.58 6.97 6.99 5.75 6.04
PGIM India Liquid Fund Gr 05-09-2007 6.57 6.94 6.96 5.73 6.16
ABSL Liquid Retail Gr 16-06-1997 6.56 6.96 6.98 5.75 6.17

Asset Allocation (%)

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Bajaj Finserv Liquid Fund - Regular Plan - Fortnightly - IDCW 5.97 0.11
Debt: Liquid - - - - - -