An open-ended equity scheme investing across large cap, mid cap, small cap stocks
The New Fund Offer (NFO) opens on February 6, 2025, and closes on February 20, 2025
The scheme will be benchmarked against Nifty 500 Multicap 50:25:25 TRI Index
Mumbai,feb 5
Bajaj Finserv AMC has announced the launch of Bajaj Finserv Multi Cap Fund, an open-ended equity scheme investing across large cap, mid cap and small cap stocks. The fund opens for subscription on February 6, 2025, and closes on February 20, 2025.The Bajaj Finserv Multi Cap Fund will use a contrarian strategy, going against popular sentiment to identify untapped and undervalued opportunities. This strategic approach may include buying assets that are out of favour or selling popular ones. Fund managers will follow market trends and sentiments to identify pricing inefficiencies and investment opportunities offered by economic and business cycles, temporary business disruptions, turnaround stories and underappreciated growth drivers. The fund will maintain a balanced mix of investments across large, mid, and small companies, ensuring a diversified and well-rounded portfolio. With this disciplined investment approach, the multi cap fund will aim to achieve superior long-term returns by identifying opportunities that others might miss.The fund is suitable for investors who are looking for diversified exposure to large cap, mid cap and small cap segments and a sound investment opportunity in times of volatility. Investors are recommended to hold an investment horizon of 5 years or more to realise the full potential of contrarian opportunities.
The scheme is benchmarked against the Nifty 500 Multicap 50:25:25 TRI Index (TRI).Speaking on the launch, Ganesh Mohan, Chief Executive Officer, Bajaj Finserv AMC said, “Bajaj Finserv Multi Cap Fund provides investors with a unique opportunity to unlock hidden value in overlooked assets. It employs 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 focus of Bajaj Finserv Multi Cap Fund includes investing in sectors and companies poised to benefit from cyclical economic upturns, and offering significant long term return potential. Turnaround stories present opportunities in firms recovering through operational improvements or strategic initiatives, while management transitions can unlock value by driving better governance and performance. Identifying underappreciated growth opportunities allows investors to uncover hidden drivers not yet fully priced by the market. Business restructuring enhances efficiency and profitability, creating value.
