Nimesh Chandan has over 24 years of experience in the Indian Capital Markets. He has spent 18 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd, he has worked with Canara Robeco Asset Management as Head of Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management, and ICICI Prudential Asset Management.
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"debt": "Debt/Cash 100%",
"equity": "Equity 0%",
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Benchmark
Nifty 500 Multicap 50:25:25 (TRI)
Min. SIP Amount
₹500
Inception Date
27-02-2025
Benefits
Invests in undervalued companies
Targets undervalued stocks for growth as the market corrects.
Capitalizes on market sentiment
Leverages market biases to spot overlooked opportunities.
Diversified across market caps
Invests in large, mid, and small caps for comprehensive growth.
Who should invest in Bajaj Finserv Multi Cap Fund?
- Investors aiming to invest in undervalued opportunities, capitalizing on earnings growth and valuation multiple re-rating
- Investors looking for sound investment opportunities in times of volatility
- Investors with a horizon of 5+ years to realise the full potential of contrarian opportunities
- Investors looking for one stop solution with disciplined exposure to large cap, mid cap and small cap segments
Fund Managers
Fund Details
Investment Objective
The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.
However, there is no assurance that the investment objective of the scheme will be achieved.
Minimum Application Amount
- Lumpsum: Rs. 500/- and in multiples of Re. 1/- thereafter.
- SIP: Rs. 500/- and and above (minimum 6 instalments)
Load Structure/Lock-In Period
Type of Load | Load chargeable (as %age of NAV) | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Entry | Nil | |||||||||
Exit** |
|
Product Label and Riskometer
Bajaj Finserv Multi Cap Fund
An open ended equity scheme investing across large cap, mid cap, small cap stocks
This product is suitable for investors who are seeking*:
- Wealth creation over long term
- To invest predominantly in equity and equity related instruments of large cap, mid cap, small cap companies.
Multi Cap Fund Overview
Multi-cap funds offer a diversified approach by investing in stocks across various market capitalizations, including large cap, mid cap, and small cap stocks. This flexibility allows fund managers to tap into opportunities in different segments of the market. By diversifying across market capitalisations, multi cap funds aim to combine the growth potential of smaller companies with the relative stability of large caps.
Mutual funds follow specific requirements based on the fund category. For instance, large cap funds need to invest predominantly in the top 100 companies by market capitalization, while small cap funds focus on smaller companies.
Multi cap funds, on the other hand, can invest across large cap, mid cap, and small cap stocks, maintaining a minimum 25% allocation to each. This gives them exposure to varying opportunities in each category in different market conditions.
Frequently Asked Questions
Multi Cap Funds invest a minimum of 25% each in large, mid and small cap companies. Flexi Cap Funds have no such limits and can invest across the market capitalization spectrum with a minimum investment of 65% in equity and equity related instruments.
Contrarian investing goes against market trends to find undervalued opportunities, leveraging inefficiencies for long-term gains.
Contrarian investing and value investing share similarities, as both involve buying attractively valued assets, but they differ in approach—contrarian investors go against market sentiment, while value investors focus on undervalued opportunities regardless of market trends.
-
Investors aiming to invest in undervalued opportunities, capitalizing on earnings growth and valuation multiple re-rating
-
Investors looking for sound investment opportunities in times of volatility
-
Investors with a horizon of 5+ years to realise the full potential of contrarian opportunities
-
Investors looking for one stop solution with disciplined exposure to large cap, mid cap and small cap segments