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.

Table of contents

The megatrend investing approach
Key features of the Bajaj Finserv Flexi Cap Fund
How to invest in Bajaj Finserv AMC Flexi Cap Funds?
Encouraging new investors

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.

How to invest in Bajaj Finserv Flexi Cap Fund?

Here’s a simple guide to help you invest in Bajaj Finserv Flexi Cap Fund:

1. Decide between regular and direct plans

Bajaj Finserv Flexi Cap Fund offers two plans:

Regular plan: For investors using a distributor.

Direct plan: For investors who invest directly without intermediaries. This plan has a lower expense ratio as no commission is paid.

2. Choose between growth and IDCW options

Select the option that aligns with your financial goals:

Growth option: Earnings are reinvested to optimize returns. No payouts are made.

IDCW option: Receive regular payouts from the fund’s income. You can choose payout, reinvestment, or transfer to another scheme.

3. Select your investment amount

You can start with a minimum of Rs. 500.

Two investment modes are available:

Lumpsum: Invest a one-time amount.

SIP: Make regular contributions through a Systematic Investment Plan. The minimum SIP amount is Rs. 500, requiring at least 6 installments.

4. Provide personal information

To complete your investment, provide:

Full name
Date of birth
PAN
KYC details, including ID and address proof
Bank account details

Ensure your PAN is linked with Aadhaar and your KYC information is updated.

5. Select an investment method

You can invest through:

Online mode: Register on the Bajaj Finserv Mutual Fund website, upload KYC documents, and pay online using IMPS, NEFT, or other options.

Offline mode: Fill out a physical application form and submit it along with documents at a Bajaj Finserv Mutual Fund branch or KFin Technologies center. Payment can be made via cheque or demand draft. Assistance from an authorized distributor is also available.

Receive your account statement: After investing, you will receive a confirmation email or SMS with details of your unit allocation.

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 To gauge the potential returns on your investments in this fund, you can use an SIP mutual fund calculator.

FAQ:

What is the Bajaj Finserv Flexi Cap Fund, and how does it work?

The Bajaj Finserv Flexi Cap Fund is an equity mutual fund designed to invest across various market capitalizations: large-cap, mid-cap, and small-cap companies. The fund identifies and invests in large, transformational trends such as technological advancements, shifts in consumer behavior, and demographic changes that are expected to shape the future economy. By targeting these trends, it positions itself for long-term growth in promising sectors and companies.

What makes the Bajaj Finserv Flexi Cap Fund unique?

The Bajaj Finserv Flexi Cap Fund stands out due to its megatrend investing strategy focusing on large, transformational trends such as technological advancements, consumer behaviour shifts, and demographic changes. The fund has a high active share that significantly deviates from the benchmark index. This strategy uncovers unique, underexplored investment opportunities, differentiating it from passive funds.

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

This fund can be for investors interested in forward-looking investment strategies, long-term growth, and a diversified equity portfolio. Both new and experienced investors can benefit from the disciplined and megatrend-focused approach of the Bajaj Finserv Flexi Cap Fund.

How can I calculate potential returns from investing in this fund?

To calculate potential returns from investing in the Bajaj Finserv Flexi Cap Fund, you can use tools like a Systematic Investment Plan (SIP) mutual fund calculator or estimate based on historical and expected performance. If you plan to invest a one-time amount, use a lumpsum mutual fund calculator.

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.