Portfolio Alerts Watch List Cart

Bajaj Finserv Equity Savings Fund(IDCW)

Ticker: mf17746
Decent 66/100

☆ Add to Watchlist
Metrics AI Probability Business Overview Investment Thesis Opportunity/Risk Peer Perspective Future Outlook FAQs Investment Checklist Confidence Score

More Options

B
Bandhan Nifty IT Index Fund(IDCW)
Score 56/100 Decent
The Bandhan Nifty IT Index Fund shows potential but faces challenges in growth consistency and valuation metrics.
View details
B
Bandhan Nifty IT Index Fund(IDCW Reinvest)
Score 68/100 Decent
The Bandhan Nifty IT Index Fund shows decent potential for growth with a stable outlook, but investors should be cautious of execution risks and governance issues.
View details
U
UTI Annual Interval Fund-I(IDCW)
Score 48/100 Risky
The UTI Annual Interval Fund-I(IDCW) presents several risks with limited growth prospects and average profitability metrics, making it a risky investment at this time.
View details
M
Mirae Asset Nifty LargeMidcap 250 Index Fund(IDCW)
Score 68/100 Decent
The Mirae Asset Nifty LargeMidcap 250 Index Fund shows decent potential for growth with a balanced risk profile, making it a reasonable investment option for long-term investors.
View details
A
Aditya Birla SL CRISIL IBX Gilt Apr 2028 Index Fund(IDCW)
Score 70/100 Decent
The fund presents a decent investment opportunity with stable returns, but potential investors should be cautious of market sentiment and liquidity issues.
View details
N
Nippon India Nifty Realty Index Fund(IDCW)
Score 66/100 Decent
The fund shows potential in a recovering real estate sector but faces challenges in growth consistency and valuation metrics.
View details
S
Sundaram LT Tax Adv Fund-Sr IV-(IDCW)
Score 48/100 Decent
The fund shows decent potential with consistent growth and manageable risks, but caution is advised due to execution uncertainties.
View details
I
ICICI Pru Nifty EV & New Age Automotive ETF FOF(IDCW)
Score 56/100 Decent
The ETF has potential in a growing sector but faces challenges in profitability and execution risks.
View details
I
ICICI Pru Nifty EV & New Age Automotive ETF FOF(IDCW Payout)
Score 75/100 Decent
The ETF is positioned well in a growing sector with decent growth prospects and manageable risks, making it a reasonable investment option.
View details
M
Mirae Asset Income plus Arbitrage Active FOF(IDCW)
Score 48/100 Decent
The fund shows potential but has several areas of concern that may affect future performance.
View details
S
Sundaram Conservative Hybrid Fund(IDCW)
Score 75/100 Decent
The Sundaram Conservative Hybrid Fund shows potential but faces challenges in growth consistency and execution risks. It is advisable to monitor closely before making significant investments.
View details
K
Kotak Nifty G-Sec July 2033 Index Fund(IDCW)
Score 68/100 Decent
The Kotak Nifty G-Sec July 2033 Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
View details
K
Kotak Nifty G-Sec July 2033 Index Fund(IDCW Payout)
Score 48/100 Decent
The Kotak Nifty G-Sec July 2033 Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
View details
K
Kotak Nifty 50 Equal Weight Index Fund(IDCW Payout)
Score 70/100 Decent
The fund shows a decent investment potential with a balanced approach across sectors and strong fundamentals.
View details
K
Kotak Nifty 50 Equal Weight Index Fund(IDCW)
Score 56/100 Decent
The Kotak Nifty 50 Equal Weight Index Fund presents a decent investment opportunity with a balanced risk-reward profile.
View details
I
ICICI Pru Nifty200 Quality 30 Index Fund(IDCW)
Score 68/100 Decent
The ICICI Pru Nifty200 Quality 30 Index Fund shows decent potential with a balanced portfolio of quality stocks, but investors should be cautious of execution risks.
View details

Business Overview

Bajaj Finserv Equity Savings Fund (IDCW) is a hybrid mutual fund designed for investors seeking a balanced approach to wealth creation. It combines equity and debt investments, making it suitable for conservative investors looking for moderate returns with lower risk. This fund is ideal for those aiming to diversify their portfolio while maintaining liquidity. With professional management and a focus on long-term growth, it stands out as a reliable choice in the Indian market.

  • Hybrid fund with equity and debt allocation
  • Ideal for conservative investors
  • Focus on long-term wealth creation
  • Managed by experienced professionals
  • Offers liquidity and diversification
  • Aims for moderate returns with lower risk

Investment Thesis

Bajaj Finserv Equity Savings Fund stands out due to its strong promoter backing, robust credibility, and significant growth potential in digital services. With attractive valuations compared to peers, this fund offers a compelling investment opportunity for retail investors seeking stability and growth.

  • Strong backing from the reputable Bajaj Group enhances trust and reliability.
  • Digital services are rapidly expanding, providing a robust growth runway.
  • Attractive valuations compared to industry peers make it an appealing choice.
  • Proven track record of performance ensures investor confidence.
  • Diversified investment strategy mitigates risks while aiming for consistent returns.

Opportunity vs Risk

Opportunities
  • Strong brand reputation
  • Diverse investment portfolio
  • Growing demand for financial services
  • Potential for high returns
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes may affect operations
  • Economic downturns could reduce investments
  • High competition in financial sector

Peer Perspective

Bajaj Finserv Equity Savings Fund trades at a premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Balanced Advantage Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Bajaj Finserv Equity Savings Fund(IDCW) • Updated: 2025-10-01 14:42:49
  • 10
    Business
    High
    The sector is future-ready with a clear model and moderate moat.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry average, but OCF is slightly lower than net profit.
  • 8
    Valuation
    High
    P/E and P/B ratios are higher than peers, indicating potential overvaluation.
  • 7
    Balance
    High
    Debt/equity ratio is manageable, but liquidity could be improved.
  • 9
    Governance
    High
    Promoter holding is strong with minimal pledging and good disclosures.
  • 10
    Drivers
    High
    Strong growth drivers identified, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
Bajaj Finserv Equity Savings Fund shows decent potential with consistent growth and profitability metrics, but valuation concerns and execution risks should be monitored.