S. Karthikeyan, https://winworthwealth.com/
Minimum Investment ₹500: Bajaj Finserv Healthcare Fund..!
- An open-ended equity scheme primarily investing in companies associated with the pharmaceutical and healthcare sectors.
- The scheme will be benchmarked against BSE Healthcare Total Return Index (TRI)
Bajaj Finserv AMC announces the launch of the Bajaj Finserv Healthcare Fund, an open-ended equity scheme that seeks to create long-term growth by investing in health and wellness-linked sectors. The fund opens for subscription on 2024 December 6th, and the New Fund Offer period ends on December 20th, 2024.
The Bajaj Finserv Healthcare Fund is suitable for investors seeking wealth creation potential over the long term by investing predominantly in equity and equity-related instruments of companies engaged in pharmaceuticals, hospitals, diagnostics and wellness. It is suitable for an investment horizon of five years or more.
The healthcare sector offers immense opportunities and potential for long-term wealth creation. By targeting companies poised to lead future profit pools and investing in key megatrends, we aim to uncover the industry's growth stories. This approach ensures that our fund not only capitalizes on current opportunities but also positions investors for sustained success in the evolving healthcare landscape.
The equity portion of the fund will be managed jointly by Mr. Nimesh Chandan & Mr. Sorbh Gupta, while the debt portion will be managed by Mr. Siddharth Chaudhary.
The minimum application amount is ₹500 (Plus multiples of Re.1), with a minimum additional application of ₹100 ((Plus multiples of Re.1).
An exit load of 1% is applicable if the investment is redeemed within three months from the date of allotment. The fund offers both Growth and IDCW (Income Distribution cum Capital Withdrawal) options.
Scheme Type An open ended equity scheme following pharma, healthcare and allied theme
Plans Regular Plan | Direct Plan
Option Growth | IDCW
Minimum Application Amount Rs. 500 (Plus multiples of Re.1)
Minimum Additional Application Rs. 100 (Plus multiples of Re.1)
Entry Load Not Applicable
Exit Load
If units are redeemed/ switched out:
• Within 3 months from the date of allotment - 1% of applicable NAV
• More than 3 months from the date of allotment - Nil
Benchmark Index BSE Healthcare Total Return Index (TRI)
SIP/ SWP/ STP Available
NFO Open Date: December 06, 2024
NFO Close Date: December 20, 2024
For invest and more details contact
S. Karthikeyan, Founder - Mentor
WINWORTH, https://winworthwealth.com/
OFFICE:
10-B, 1st Floor, Tharamani 100 Feet Road, Baby Nagar, Velachery, Chennai - 600042
+91 98409 36032 / 044 42180009
Fellow Chartered Accountant S. Karthikeyan is the Founder of WINWORTH. Financial Advisor from the esteemed Asia Pacific region Singapore Financial Services Associate.
He has visited over 15 nations, some of which are from the US, the UK, Dubai, Hong Kong, etc. and took part in numerous workshops, primarily on insurance as a business trip.
He began his profession as a regular person with a strong desire to succeed constantly. He founded the WINWORTH Company, a wealth solution company, in 1991 with the aim of serving people and ensuring that everyone is a wealthy person.
As a writer and columnist, he is well-known among Tamil readers for his 52-week Blank Cheque series of articles in Kumudham and his two-week pieces regarding real estate and loan savings. WINWORTH has offered unfiltered and unbiased financial guidance to people and companies for more than 30 years.
It is a state-of-the-art financial planning company that looks for the best ways to enhance your income while guaranteeing you, not just stability but also luxury.
Our primary goal is "How to make ten crores in fifteen years of your life ". However, it can't be finished in a single day. It can only be attained through proper and systematic methods. Investments and that's the position we take!
Winworth's experience managing the finances of NRI clientele both outside and in India.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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