Bajaj Finserv has announced the launch of its new investment scheme, the Bajaj Finserv Multi Cap Fund, starting February 5, 2025.
This open-ended equity scheme offers investors the chance to diversify across large-cap, mid-cap, and small-cap stocks, tracking the Nifty 500 Multicap 50:25:25 TRI index.
The fund is designed for investors seeking exposure to different market segments and aiming to leverage growth opportunities during uncertain market conditions.
Key Details: NFO and Investment Requirements
New Fund Offer (NFO)
Opens: February 6, 2025
Closes: February 20, 2025
Investment Requirements
Minimum investment: Rs 500, with further contributions in multiples of Rs 1.
Additional applications: Rs 100 minimum, with increments in multiples of Rs 1.
Exit Load
1) No exit load for up to 10% of total units.
2) A 1% exit load applies to the remaining units if redeemed or switched within six months.
3) No exit load applies after six months.
Fund Managers
Equity: Nimesh Chandan and Saurabh Gupta
Debt: Siddharth Choudhary
Investment Strategy and Suitability
The Bajaj Finserv Multi Cap Fund adopts a contrarian investment strategy, focusing on undervalued assets and selling overvalued ones.
It leverages opportunities from economic cycles, business disruptions, and hidden growth drivers.
The fund’s diversified portfolio spans large, mid, and small-cap stocks, balancing risk and reward effectively.
Investors are encouraged to have a long-term horizon of at least 5 years to fully benefit from this approach.
According to Nimesh Chandan, Chief Investment Officer at Bajaj Finserv AMC, the fund utilizes the INQUBE investment philosophy, combining data analysis and behavioral insights to construct a robust and well-balanced portfolio.
This scheme is ideal for investors seeking growth across market segments and aiming to capitalize on market volatility with a disciplined, data-driven strategy.
