Mutual Funds in Bhubaneswar
Bhubaneswar, the planned capital city of Odisha, stands out today as a hub for administration, education, IT, tourism, and culture. The city’s economy is driven by diverse sectoral strengths including a strong educational presence featuring premier institutions like IIT and NISER, and a growing IT industry.
Read More
Plan your Investment
Distributors in Cuttack
How to invest in mutual funds
Investing in mutual funds can be a convenient way to access market-linked growth opportunities and potentially build wealth in the long term.To start investing, you need to identify your risk tolerance level and investment horizon Based on this, you can decide your fund category.
Read More
- Equity mutual funds offer higher growth potential but can experience high volatility, especially in the short term. They may be suitable for investors with a high risk appetite and a long investment horizon.
- Debt mutual funds offer relative stability of capital with the potential to earn reasonable returns. This makes them suitable for conservative investors or for short-term needs.
- Hybrid funds offer a balance of both by combining equities and debt instruments.
A popular investment method for retail investors is the Systematic Investment Plan (SIP), where you invest a fixed amount at regular intervals (daily, weekly, monthly, quarterly etc). This encourages disciplined investing and can mitigate market timing risk. Alternatively, if you prefer to invest a large sum at one go, you can choose a lumpsum investment. Before investing, it may be helpful to use online tools like SIP calculators, lumpsum calculators, SWP calculators, and STP calculators to project potential returns and plan your investments with more clarity. Investing in mutual funds is easier than it seems. Here’s a simple step-by-step guide to get started:
Set your financial goals
First, identify what you’re investing for – retirement, your child’s education, or simply building wealth. Your goals will guide you toward the right type of mutual fund.
Know your risk appetite
Ask yourself how much risk you are comfortable with. Some funds carry higher risk but may offer better returns, while others are safer but may grow slower.
Pick a suitable category of mutual fund
Mutual funds come in different types – equity funds (invest in stocks), debt funds (invest in bonds), and hybrid funds (a mix of both). Choose one that suits your needs.
Select a specific fund
Compare funds by checking their past performance, expense ratios, and ratings. Reliable financial websites provide this information.
Open a mutual fund account
You can do this directly with a mutual fund company, through your bank, a distributor, or via online investment platforms. Many offer quick digital onboarding.
Decide how to invest: SIP or lumpsum
Choose whether you want to invest a fixed amount regularly through a Systematic Investment Plan (SIP) or invest a larger amount at once (lumpsum). You can make use of mutual fund calculators to determine the investment amount.
Complete the KYC process
Submit your identity and address proof. This is usually a one-time, easy process that can be completed online.
Invest and track progress
Start your investment journey and review your fund’s performance regularly to ensure it stays aligned with your financial goals.
Our Funds
View All
Flexi Cap Fund
Small Cap Fund
Large and Mid Cap Fund
Large Cap Fund
Multi Cap Fund
Banking and Financial Services Fund
Healthcare Fund
Consumption Fund
ELSS Tax Saver Fund
Multi Asset Allocation Fund
Balanced Advantage Fund
Equity Savings Fund
Arbitrage Fund
Nifty 50 Index Fund
Nifty Next 50 Index Fund
Low Duration Fund
Liquid Fund
Overnight Fund
Money Market Fund
Banking and PSU Fund
Articles
Why Invest With Us?
Advantage
AdvantageOur investment philosophy combines behavioural finance with data & ana... Read More
Rs 32,783.54 crore
Our total Assets Under Management as of May 31, 2026.
Built on Trust
Start your investment journey with Bajaj Finserv AMC – a name trusted by investors and distributors across India.
100% Digital Journey
Embrace hassle-free investing with our end-to-end digital process.
Fund Reels
Videos
Calculators
Mutual Fund Categories
Build long-term wealth with Bajaj Finserv AMC’s equity mutual funds, designed to invest in a diversified portfolio of stocks Know More
Diversify your portfolio to reduce risk and get relatively stable growth potential. Invest in Bajaj Finserv AMC’s debt mutual funds. Know More
Benefit from a balanced investment strategy that combines growth potential with relative stability Know More
Index Funds
Grow your wealth over time with Bajaj Finserv AMC’s Index Funds. Get access to diversified, cost-effective investing. Know More
ETFs
Invest in ETFs for intra-day trading flexibility, cost-efficiency and diversification. Know More
FAQs
What investment options are available at Bajaj Finserv AMC?
Bajaj Finserv AMC offers mutual fund investors a wide range of options, including equity funds, debt funds, hybrid funds, index funds and ETFs. These can cater to a variety of goals and risk profiles. You can check the ‘Our Funds’ section on this page for the full list of schemes.
What is the difference between a distributor and a financial advisor?
Registered Investment Advisors (RIAs) are regulated by SEBI and can offer personalised recommendations based on your financial goals and risk tolerance, while being required to act in your best interest under defined guidelines. Mutual fund distributors, in contrast, are registered with AMFI and primarily assist with investing in mutual fund schemes. They may provide product-related information and support but cannot give detailed financial advice.
What services does a mutual fund distributor provide?
A mutual fund distributor helps you invest in mutual fund schemes and supports you through the process. Their services typically include:
• Explaining different mutual fund schemes and their features
• Assisting with KYC and account setup
• Helping you invest, redeem, or switch between funds
• Providing updates on your investments and transactions
How can I invest with Bajaj Finserv AMC in Bhubaneswar?
To invest with Bajaj Finserv AMC in Bhubaneswar, you can either go through a distributor (under the Regular plan) or invest independently (under the Direct plan). You can invest online by navigating to the transaction portal by clicking on the Investor Icon on the top right corner of this page. There, you can set up an account, choose a scheme, and start an SIP or a lumpsum. You can also invest online by visiting an official point of acceptance of the AMC and submitting the application form.
How do I track my mutual fund portfolio in Bhubaneswar?
You can track your mutual fund portfolio through the Bajaj Finserv AMC’s investment portal, where you can view your holdings and transactions. You can also use platforms like CAMS or KFintech to access a consolidated statement of all your investments in one place. Alternatively, many investment apps provide portfolio updates and performance tracking. If you have invested through a distributor, they can help you with portfolio tracking and monitoring.
Can I withdraw money anytime from mutual funds?
In most open-ended mutual funds, you can withdraw your money anytime by placing a redemption request. However, some schemes may have an exit load if you redeem within a specified period, and settlement timelines may apply. ELSS funds come with a lock-in period of three years, during which withdrawals are not allowed.
Contact Us
Call, chat or write to us if you
need investment help
Mon–Fri, 9AM–6PM
Toll-free number
Write to us at
Investor WhatsApp channel
Get A Call Back
Share your details and our experts will guide you.
