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Bajaj Finserv Mutual Fund

Bajaj Finserv Gilt Fund

Bajaj Finserv Mutual Fund · Direct plan · Growth

1-year returns
4.2%
NAV
₹1,075.56
▼ 0% · 18 Sept 2026
Fund size
₹28 Cr
Expense ratio
0.47%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹1,060.82 and has returned 3.3% over a year.

Returns, and where it stands

Against the average gilt fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.2%3.6%ahead6 of 23
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.3%-0.4%
3 months1.4%1.2%
6 months3.5%3.1%
1 year4.2%3.3%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jan 2025.

Plan

NAV history

▲ 4.22% in the last 1Y

1,0311,0571,08418 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹1,629
XIRR (per year)
5.06%
Value today
₹61,629

12 monthly instalments from 18 Sept 2025, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
3.4% a year
about the same as the gilt fund average
Worst fall so far
−3.9%
May 2025 to Aug 2025.
Years that made money
79.1%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
15 Jan 2025
Expense ratio
0.47%
as of 31 Aug 2026

Managed by Nimesh Chandan, Siddharth Chaudhary, Sourish Chatterjee

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Bajaj Finserv Gilt Fund against other funds in the Gilt Fund category
Fund1Y3Y5YExpenseFund size
Bandhan Gilt Fund7.74%7.93%6.39%0.56%₹1,883 Cr
Axis Gilt Fund4.51%7.13%5.97%0.46%₹341 Cr
ICICI Prudential Gilt Fund4.45%6.95%6.43%0.57%₹7,950 Cr
DSP Gilt Fund3.72%6.73%5.99%0.59%₹1,213 Cr
UTI - Gilt Fund5.39%6.7%5.75%0.69%₹420 Cr
SBI Gilt Fund4.07%6.57%6.2%0.5%₹8,215 Cr
Bajaj Finserv Gilt Fund4.22%0.47%₹28 Cr

About Bajaj Finserv Gilt Fund

Bajaj Finserv Gilt Fund is a gilt fund managed by Bajaj Finserv Mutual Fund. Invest at least 80% in government securities. No default risk, but prices move with interest rates.

The objective of the Scheme is to generate credit risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government(s) and/or any security unconditionally guaranteed by the Government of India, and/or reverse repos in such securities as per applicable RBI Regulations and Guidelines. The Scheme may also be investing in Reverse repo, Triparty repo on Government securities or treasury bills and/or other similar instruments as may be notified from time to time. However, there is no assurance that the investment objective of the Scheme will be achieved.

The scheme's stated objective, as published by Bajaj Finserv Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹1,075.5575153206
DirectIDCW₹1,075.5575153207
RegularGrowth₹1,060.8228153211
RegularIDCW₹1,060.8228153209

Frequently asked questions

What is the NAV of Bajaj Finserv Gilt Fund today?

The NAV of Bajaj Finserv Gilt Fund (Direct plan, Growth) is ₹1,075.5575 and the Regular plan NAV is ₹1,060.8228, as of 18 Sept 2026.

What returns has Bajaj Finserv Gilt Fund given?

Over the last year the Direct plan returned 4.22%. Past returns do not guarantee future returns.

What is the expense ratio of Bajaj Finserv Gilt Fund?

The Direct plan charges 0.47% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Bajaj Finserv Gilt Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Bajaj Finserv Gilt Fund fallen in the past?

Its deepest fall was 3.9% from 28 May 2025 to 26 Aug 2025. Of every one-year stretch in its history, 79% ended in a gain.

Which category does Bajaj Finserv Gilt Fund belong to?

It is a Gilt Fund from Bajaj Finserv Mutual Fund. Invest at least 80% in government securities. No default risk, but prices move with interest rates.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Bajaj Finserv Gilt Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.