Mr. R. Venkatesh, Founder, GuruRam Financial Services Pvt. Ltd.

Invest a minimum of 25% in each large, mid, and small caps: Bajaj Finserv AMC launches Multi-cap fund

 

The NFO closes on February 20, 2025

Bajaj Finserv AMC has launched its multi cap fund, an open ended equity fund which will invest at least 25% each of the total corpus in large, mid and small cap companies.

The fund will employ a contrarian strategy by investing in companies available at attractive prices and below their intrinsic value, aiming to capture growth across all market segments while allowing opportunities to fully materialize over the course of their business cycles. More than just seeking returns, we are committed to building sustainable wealth with strategic insight and discipline.

The fund will follow a disciplined framework, providing equal opportunities to discover contrarian ideas across all market cap segments. It will invest a minimum of 25% in each large, mid, and small cap companies, thus capitalizing on opportunities across the market cap spectrum. The fund will create a robust and well-balanced portfolio, utilizing the INQUBE investment philosophy, which makes use of superior information collection, behavioural insights, and quantitative analysis.

Scheme Features – Bajaj Finserv Multi Cap Fund..

NFO Period	Thursday, February 06, 2025 - Thursday, February 20, 2025
Scheme Type	An open ended equity scheme investing across large cap, mid cap, small cap stocks
Plans	Regular Plan | Direct Plan
Option	Growth | IDCW
Minimum Application Amount	Rs. 500
Minimum Additional Application	Rs. 100
Entry Load	Nil
Exit Load	If units are redeemed/ switched out: • Within 6 months from the date of allotment –  Upto 10% of units held - Nil Remaining 90% 0f units held - 1% of applicable NAV  • After 6 months from the date of allotment – Nil
Fund Manager	Equity Portion: Mr. Nimesh Chandan & Mr. Sorbh Gupta Debt Portion: Mr. Siddharth Chaudhary
Benchmark Index	Nifty 500 Multicap 50:25:25 TRI
SIP/ SWP/ STP	Available

 

Who should consider investing in the Bajaj Finserv Multi Cap Fund?

The Bajaj Finserv Multi Cap Fund is suitable for a wide range of investors, including:

Investors seeking undervalued stocks: If you are looking for stocks that have growth potential and are currently undervalued, this fund could be a good fit for you.

Long-term investors: If you have a 5+ year investment horizon and are looking for long-term growth, the Bajaj Finserv Multi Cap Fund can help you capitalize on the hidden potential of undervalued stocks.

Investors seeking diversification: The fund’s exposure to large, mid, and small cap stocks provides diversified investment opportunities across various market segments, reducing overall risk.

Investors looking for a contrarian strategy: If you believe in going against the crowd and looking for investment opportunities others might overlook, this fund’s contrarian approach can be helpful.

The equity portion of the fund will be managed jointly by Nimesh Chandan, Chief Investment Officer, and Sorbh Gupta, Senior Fund Manager – Equities. Siddharth Chaudhary, Senior Fund Manager – Fixed Income, will be handling the debt portion.

The Bajaj Finserv Multi Cap Fund provides a unique opportunity for investors who are looking to think differently and invest in undervalued stocks with long-term growth potential. By following a contrarian investment approach, this fund seeks to uncover hidden opportunities in the market that others may overlook.

With its diversified strategy across large, mid, and small cap stocks, the fund offers a balanced way to capture growth in different market conditions. If you're an investor with a long-term perspective and a focus on finding value in the market, starting an SIP or lumpsum investment the Bajaj Finserv Multi Cap Fund could be a suitable addition to your portfolio.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

For Investments contact

Mr. R. Venkatesh, Founder,

GuruRam Financial Services Pvt. Ltd.
New No. 14, Old No. 37C, First Floor
Nathamuni Street, T Nagar, Chennai -600017

Tel. +91-9677267889, 9677025125
Email: gururamforyou@gmail.com

https://www.gururamfinancialservices.com/index.php

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