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Bajaj Finserv Asset Management - Fund Manager

Sorbh Gupta

Sorbh Gupta

Qualification: B.Com, CA and CFA.. Experience:Prior to joining Quantum Mutual Fund he was associated with Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.

Fund Name
Classification
Fund AUM (Cr.)
Bajaj Finserv Balanced Advantage Fund - Dir (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1325.24
Bajaj Finserv Balanced Advantage Fund - Reg (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
1325.24
Bajaj Finserv Banking and Financial Services Fund-Dir (G)
Equity: Sectoral : Thematic
Bajaj Finserv Banking and Financial Services Fund-Reg (G)
Equity: Sectoral : Thematic
Bajaj Finserv Consumption Fund - Direct (G)
Equity: Sectoral : Thematic
678.03
Bajaj Finserv Consumption Fund - Regular (G)
Equity: Sectoral : Thematic
678.03
Bajaj Finserv ELSS Tax Saver Fund - Direct (G)
Equity: ELSS
72.24
Bajaj Finserv ELSS Tax Saver Fund - Regular (G)
Equity: ELSS
72.24
Bajaj Finserv Equity Savings Fund - Direct (G)
Hybrid: Equity Savings
28.09
Bajaj Finserv Equity Savings Fund - Regular (G)
Hybrid: Equity Savings
28.09
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd5.53%
Reliance Industries Ltd3.95%
State Bank of India3.61%
Infosys Ltd3.14%
Divis Laboratories Ltd2.42%
Fund Name1M3M6M1Y3Y5YSince Inception
Bajaj Finserv Balanced Advantage Fund - Dir (G)
0.38%
3.72%
3.3%
6.44%
N/A
N/A
9.84%
Bajaj Finserv Balanced Advantage Fund - Reg (G)
0.25%
3.32%
2.53%
4.84%
N/A
N/A
8.16%
Bajaj Finserv Banking and Financial Services Fund-Dir (G)
N/A
N/A
N/A
N/A
N/A
N/A
0.13%
Bajaj Finserv Banking and Financial Services Fund-Reg (G)
N/A
N/A
N/A
N/A
N/A
N/A
0.1%
Bajaj Finserv Consumption Fund - Direct (G)
-2.82%
-5.56%
-1.68%
-5.71%
N/A
N/A
-4.28%
Bajaj Finserv Consumption Fund - Regular (G)
-2.94%
-5.94%
-2.46%
-7.25%
N/A
N/A
-5.84%
Bajaj Finserv ELSS Tax Saver Fund - Direct (G)
-1.29%
2.02%
1.12%
N/A
N/A
N/A
14.84%
Bajaj Finserv ELSS Tax Saver Fund - Regular (G)
-1.44%
1.55%
0.21%
N/A
N/A
N/A
13.06%
Bajaj Finserv Equity Savings Fund - Direct (G)
0.61%
1.3%
N/A
N/A
N/A
N/A
1.66%
Bajaj Finserv Equity Savings Fund - Regular (G)
0.54%
1.05%
N/A
N/A
N/A
N/A
1.34%
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History