Description

Bajaj Finserv Mutual Fund revises minimum investment amounts for fresh purchases and additional purchases in two index fund schemes, effective February 2, 2026.

Summary

Bajaj Finserv Asset Management Limited has issued Addendum No. 4 of 2026 to revise the minimum application amounts for fresh purchases and additional purchases in Bajaj Finserv Nifty 50 Index Fund and Bajaj Finserv Nifty Next 50 Index Fund. The changes increase the minimum investment threshold significantly, from Rs. 500 to Rs. 5,000 for fresh lumpsum purchases and from Rs. 100 to Rs. 1,000 for additional purchases on an ongoing basis.

Key Points

  • Fresh purchase (lumpsum) minimum amount increased from Rs. 500 to Rs. 5,000
  • Additional purchase minimum amount increased from Rs. 100 to Rs. 1,000
  • Switch-in minimum amount increased from Rs. 500 to Rs. 5,000
  • Changes apply to both Bajaj Finserv Nifty 50 Index Fund and Bajaj Finserv Nifty Next 50 Index Fund
  • All multiples remain at Re. 1 thereafter
  • All other provisions of the SID and KIM remain unchanged
  • Notice dated January 29, 2026 from Pune office

Regulatory Changes

Fresh Purchase (Lumpsum) - During Ongoing Offer:

  • Previous: Rs. 500 and in multiples of Re. 1 thereafter
  • Revised: Rs. 5,000 and in multiples of Re. 1 thereafter

Additional Purchase - On Ongoing Basis:

  • Previous: Rs. 100 and in multiples of Re. 1 thereafter
  • Revised: Rs. 1,000 and in multiples of Re. 1 thereafter

Switch-in Amount:

  • Previous: Rs. 500 and in multiples of Re. 1
  • Revised: Rs. 5,000 and in multiples of Re. 1

Compliance Requirements

  • Investors must adhere to the new minimum investment amounts for any transactions from February 2, 2026
  • The addendum forms an integral part of the Scheme Information Document (SID) and Key Information Memorandum (KIM)
  • Investors should read all scheme-related documents carefully as mutual fund investments are subject to market risks

Important Dates

  • Notice Date: January 29, 2026
  • Effective Date: February 2, 2026

Impact Assessment

This change represents a 10x increase in minimum fresh purchase amounts and a 10x increase in additional purchase requirements. The revision may limit accessibility for smaller retail investors while potentially attracting more committed investors with higher investment capacity. The change is administrative in nature and does not affect the underlying investment strategy or portfolio composition of the funds. Market impact is minimal as this affects only two specific mutual fund schemes and does not influence trading operations or broader market participants.

Impact Justification

Administrative change affecting minimum investment amounts in specific mutual fund schemes; limited impact on broader market participants