Bajaj Finserv Mutual Fund launches Bajaj Finserv Low Duration Fund
NFO period: 09th Feb - 23rd Feb, 2026
Highlights of the NFO:
- Scheme type - An open ended low duration debt scheme investing in instruments such that the Macaulay Duration of the portfolio is between 6 months to 12 months with relatively high interest rate risk and moderate credit risk.
- Investment objective - The investment objective of the Scheme is to generate optimal returns for its investors through a portfolio constituted of debt and money market securities. The Macaulay duration of the portfolio is managed between 6 months and 12 months, resulting in a low duration investment with relatively high interest rate risk and moderate credit risk. The Scheme seeks to offer a short-term savings avenue with low risk while balancing yield and liquidity. However, there is no assurance that the investment
- Product suitability - This product is suitable for investors who are seeking income over short term. To generate income/capital appreciation through investments in low duration debt and money market instruments
- Minimum Application Amount - Rs. 5000/- and in multiples of Re.1/- thereafter
- Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
- Fund Managers - Mr. Nimesh Chandan & Mr. Siddharth Chaudhary
- Benchmark - NIFTY Low Duration Debt Index A-I
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
This is a summary of a public announcement, shared for information. It is not a recommendation, and 2i WealthPlus Financial Services may not distribute every scheme mentioned. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services.
