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Transmission of units to the claimants upon death of the Karta of HUF, where there is no surviving co-parcener or the HUF has been dissolved or partitioned after demise of the Karta

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Transmission of units to the registered Nominees in case of death of Sole or All Unitholders

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Transmission of units to the claimants upon death of the Karta of HUF, where there is no surviving co-parcener or HUF has dissolved

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Change of Karta upon death of the Karta of Hindu Undivided Family (HUF)

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Historical NAV

Forms

KYC Form-Individual

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Combined form for KYC non Individual

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Transaction Form

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US NRI Declaration Form

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Cancellation Form For SIP STP SWP IDCW

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Change in Bank Account

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Change in Bank details - Distributor

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Change of Broker and RIA code

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Change of Name and Signature

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Email and Contact Number Updation Editable

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Euin Declaration Form

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Form for providing Minors Date of Birth & Details of the Guardian

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Form-no-15g

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Form-no-15H

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Multiple Bank Accounts Registration Form

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One Time Bank Mandate Cancelation Form

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Poa-cancellation-(investor)

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Poa-registration-(investor)

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Ria-consent-form

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STP & SWP Form

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Transfer of Income Distribution Cum Capital Withdrawal Form

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Folio Consolidation Request Form

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Distributor AUM Transfer Form

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Minor to Major change in status from

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Lien Marking Form

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SIP Registration & OTM Debit Mandate Form

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NPO Form

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Non Commercial Form

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Lien Removal Request Investor

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Common Application Form + KIM

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ETF Transaction Slip

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Third Party Payment Declaration Form

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Change of Tax Status Form

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Annexure I-Banker Attestation Form

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Change of Guardian Form

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Lien Invocation

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Nomination Form- Distributor

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FATCA & UBO Form-Non Individual

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Common Application Form

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FATCA Form-Individual

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Multiple Purchase & SIP Form + KIM

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Distributor as Joint Holder

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Multiple Purchase Sip Form

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Wealth SIP Form + KIM

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Wealth SIP Form

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Daily NAV

NAV as on 21 October 2024

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Market Outlook

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Investor Complaint

Download Investor Complaint

Financials

Average AUM

Annual Return

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Others

Bajaj Finserv AMC SIP Presentation

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Behavioral Finance - Module 1

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Behavioral Finance - Module 2

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Bajaj Finserv Flexi Cap Fund - Megatrend Mapping

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Behavioral Finance - Module 3

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Bajaj Finserv Flexi Cap Fund-Megatrend Mapping

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RBI Monetary Policy - Dec 2023

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Bajaj Finserv Flexi Cap Fund - Megatrend Mapping

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Trends Mapping data as on 31st December 2023

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Bajaj Finserv AMC Budget Note 24-25

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Bajaj Finserv MPC Note - Feb 24

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Bajaj Finserv MPC Note (Feb 24)

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Trends Mapping data as on 31st January 2024

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The Inside Yield Book Feb 2024

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Megatrend Mapping as on 29th Feb 2024

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Note - One Year Money Market Rates

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Bajaj Finserv MPC Note (April - 24)

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Megatrend Mapping - Apr 2024

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Moat Mapping - Bajaj Finserv Large and Mid Cap Fund - Apr 2024

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Bajaj Finserv Arbitrage Fund Note - Apr 2024

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Bajaj Finserv Flexi Cap Fund - Megatrend Mapping - May 24

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Bajaj Finserv Large and Mid Cap Fund - Moat Mapping - May 24

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Bajaj Finserv Arbitrage Fund Note - May 2024

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Bajaj Finserv Flexi Cap Fund - Megatrend Mapping - June 24

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Bajaj Finserv Large and Mid Cap Fund - Moat Mapping - June 24

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Bajaj Finserv AMC MPC Note June - 24

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Bajaj Finserv Flexi Cap Fund - Megatrend Mapping July 24

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Bajaj Finserv Large and Mid Cap Fund - Moat Mapping - July 24

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Baja Finserv Behavioural Indicator - June 2024

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Corporate Brochure - Bajaj Finserv AMC - 2024

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Bajaj Finserv AMC Budget 2024 presentation

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Bajaj Finserv AMC MPC Note Aug 24

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Savings+_Bajaj Finserv MF_Proposal

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global market event note

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Active Share Simplified_V2

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Behavioural Indicator - Aug 2024

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Bajaj Finserv Flexi Cap Fund - Anniversary Communication

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GDP Mapping - Bajaj Finserv Multi Asset Allocation Fund - Sept 2024

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Behavioural Indicator - Sept 24

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Better Behavior Wins - Flexi Cap Fund

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Bajaj Finserv AMC MPC Note Oct 24

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One Pager

Download One Pager

Scheme Factsheet

Download Scheme Factsheet

Voting Policy

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BAJAJ FINSERV MF_Proxy Voting- July to Sep 23

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BAJAJ FINSERV MF_Proxy Voting- Oct to Dec 23

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BAJAJ FINSERV MF_Proxy Voting - Jan to Mar 24

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Bajaj Finserv MF_Proxy Voting_April to June 24

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Scrutinizer's Proxy Voting Certificate - FY 2023-24

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Bajaj Finserv MF_Proxy Voting_July to September 2024

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Statement of Additional Information

Disclosure of Soft Dollar Arrangements

AMFI Code of Conduct for Intermediaries of Mutual Funds

SEBI Circular - Redressal of investor grievances through SCORES platform

Link to Scores Website and Mobile Application

List of Group Companies - AMC & Sponsor

Monthly Market Outlook - July 2023

Corporate Brochure

SEBI Circular & Corrigendum - Online Resolution of Disputes in the Indian Securities Market

Roles and Responsibilities of CXO

Disclosure of various payment options along with their efficiency for the purpose of NAV applicability

Bajaj Finserv Mutual Fund Half Yearly Unaudited Financials as on 30 Sep 2023

SOP for centralised mechanism for reporting the demise of an investor

SEBI Circular - Review of validation of KYC records by KRAs under Risk Management

SEBI-FAQs on KYC norms for the securities market May 2024

Investor Charter

List of ARN Holders for Commission Disclosure FY 2023-24 (2499)

Format for furnishing information to AMFI on Comm Disc-FY 202324 2499 distributors

Voting policy and Procedures

Soft Dollar Arrangement

Disclosure of Commission for the FY 2023-24

Directors Report - AMC FY24

Stat disclosure - SKIG - Sep'24

Letter to unitholder

Scheme Dashboard

Disclosure requirement for AMC pursuant

Disclosure of scheme wise aggregate compensation paid to Designated Employee(s) in form of Mutual Fund units

Quarterly disclosure of AUM by Asset Class & Geography

Bajaj Finserv MF - Half yearly financials

Details relating to distributor training programs, events, meets, gifts, rewards and incentives

AMC Skin in the Game

Valuation Policy

Voting Policy

Stewardship Code

Whistle Blower Policy

AMFI Best Practice Circular No 110 On Revised Guidelines On Transmission Of Units 31 Jan 2024

SKM_554e23121413390

MF-Nomination Form

Change of Karta upon death of the Karta of HUF

Deletion of names of the deceased Unit holders in case of death of 2nd or 3rd holder

Transmission of units to surviving Unit holder(s) in case of death of the 1st holder

Transmission of units to the claimants on death of Sole unitholder or all unitholders, where there is no Nomination registered

Transmission of units to the claimants upon death of the Karta of HUF, where there is no surviving co-parcener or the HUF has been dissolved or partitioned after demise of the Karta

Transmission of units to the registered Nominees in case of death of Sole or All Unitholders

Transmission of units to the claimants upon death of the Karta of HUF, where there is no surviving co-parcener or HUF has dissolved

Change of Karta upon death of the Karta of Hindu Undivided Family (HUF)

KYC Form-Individual

Combined form for KYC non Individual

Transaction Form

US NRI Declaration Form

Cancellation Form For SIP STP SWP IDCW

Change in Bank Account

Change in Bank details - Distributor

Change of Broker and RIA code

Change of Name and Signature

Email and Contact Number Updation Editable

Euin Declaration Form

Form for providing Minors Date of Birth & Details of the Guardian

Form-no-15g

Form-no-15H

Multiple Bank Accounts Registration Form

One Time Bank Mandate Cancelation Form

Poa-cancellation-(investor)

Poa-registration-(investor)

Ria-consent-form

STP & SWP Form

Transfer of Income Distribution Cum Capital Withdrawal Form

Folio Consolidation Request Form

Distributor AUM Transfer Form

Minor to Major change in status from

Lien Marking Form

SIP Registration & OTM Debit Mandate Form

NPO Form

Non Commercial Form

Lien Removal Request Investor

Common Application Form + KIM

ETF Transaction Slip

Third Party Payment Declaration Form

Change of Tax Status Form