Celebrating a year of spotting megatrends with the Bajaj Finserv Flexi Cap Fund

The Bajaj Finserv Flexi Cap Fund has marked its first anniversary this month. This equity fund stands out as a unique and true-to-label flexi cap fund, known for its high active share. Over the past 12 months, the Bajaj Finserv Flexi Cap Fund has embraced the power of megatrend investing for making strategic choices. This scheme has consistently delivered a risk-adjusted performance, making it a notable player in the investment landscape.

Let’s look at how the megatrend investing approach has contributed to the performance of this scheme.

The megatrend investing approach

The Bajaj Finserv Flexi Cap Fund focuses on identifying and investing in large, transformational trends expected to shape the future economy. These trends include technological advancements, shifts in consumer behaviour, and global demographic changes. By targeting these megatrends, the fund positions itself to benefit from sectors and companies poised for long-term growth.

The effectiveness of this approach has been evident in the fund’s first year, with careful sector and market-cap allocations based on emerging trends contributing to successful navigation of market fluctuations and notable performance.

Key features of the Bajaj Finserv Flexi Cap Fund

• Targeted exposure: The fund is designed to utilize growth potential across various market capitalizations. With a focus on high-growth segments and emerging trends, it ensures a balanced portfolio that captures large-cap stability, mid-cap growth potential and small-cap growth opportunities.
• Low turnover ratio: Emphasizing thoughtful, long-term investments over frequent trades, the fund’s low turnover ratio reflects a commitment to maintaining a relatively stable, high-quality portfolio. This approach minimizes transaction costs and reduces the influence of market noise.
• High active share: With a high active share, the fund's portfolio significantly deviates from the benchmark index. This feature highlights an active management strategy aimed at uncovering unique investment opportunities not widely recognized by the market.

Encouraging new investors

The Bajaj Finserv Flexi Cap Fund can prove to be a suitable option for those interested in a dynamic, forward-looking portfolio. With a focus on megatrend investing and disciplined portfolio management, the Bajaj Finserv Flexi Cap Fund aims for continued strong performance and growth potential in long term.

Investing in the Bajaj Finserv Flexi Cap Fund means participating in a strategy designed to capture future trends today. Suitable for both seasoned investors and those new to the market, the fund offers a robust platform for achieving financial goals and navigating the complexities of modern investing. For a detailed scheme information, click here.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This document should not be treated as endorsement of the views/opinions or as investment advice. This document should not be construed as a research report or a recommendation to buy or sell any security. This document is for information purpose only and should not be construed as a promise on minimum returns or safeguard of capital. This document alone is not sufficient and should not be used for the development or implementation of an investment strategy. The recipient should note and understand that the information provided above may not contain all the material aspects relevant for making an investment decision. Investors are advised to consult their own investment advisor before making any investment decision in light of their risk appetite, investment goals and horizon. This information is subject to change without any prior notice.