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Bajaj Finserv Consumption Fund
NFO Date : 8th - 22nd November, 2024
Interest Captured Investment Objective
Investment Objective
The objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
However, there is no assurance that the investment objective of the Scheme will be achieved.
Key Features
Key Features
NFO Period
8th - 22nd November, 2024
Minimum Application Amount/Switch In
During NFO:
Minimum application amount (lumpsum): Rs. 500/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Rs. 500 and above: minimum 6 instalments.
Minimum application amount (lumpsum): Rs. 500/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Rs. 500 and above: minimum 6 instalments.
Category of Scheme
Thematic Fund
Minimum Additional Application Amount
-Read More
Who Should Invest
Why invest in Bajaj Finserv Consumption Fund?
True to label Consumption Fund
Investment in Consumption Megatrends by identifying the potential growth stories
Market cap agnostic: Flexibility to invest across market capitalization
Targeting future profit pool companies
Benefits
Investment Approach
True-to-label
The fund aims to be a true-to-label consumption fund primarily focusing on sectors such as FMCG, consumer durables, consumer services, auto, realty, etc.
Investing in megatrends
The fund invests into consumption megatrends by identifying potential growth stories.
Market cap agnostic
The fund invests across the market capitalization spectrum.
Fund Manager
Fund Managers
Mr. Nimesh Chandan: Chief Investment Officer
Nimesh chandan has over 23 years of experience in the Indian Capital Markets. He has spent 17 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.
Mr. Sorbh Gupta: Senior Fund Manager - Equity
Sorbh Gupta has over 16 years of experience in the Indian Capital Markets. In November 2022, he was appointed as Senior Fund Manager – Equity at Bajaj Finserv Asset Management Limited. Prior to joining Bajaj Finserv Asset Management Limited, he was associated with Quantum Asset Management Company Private Ltd. He has also worked with other financial companies such as Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd.
Mr. Siddharth Chaudhary: Senior Fund Manager - Fixed Income
Siddharth Chaudhary joined the Company in July 2022 as a Senior Fund Manager – Fixed Income. Prior to this, he was associated with Sundaram Asset Management Co. Ltd from April 2019 - July 2022 as Head Fixed Income – Institutional Business. From April 2017 – March 2019, he served as a Senior Fund Manager – Fixed Income, and from August 2010 – March 2017 as a Fund Manager – Fixed Income with Sundaram Asset Management Co. Ltd. During June 2006 – September 2010, he was working as Senior Manager, Treasury Dept in Indian Bank.
Investment Style & Portfolio Strategy
Investment Style and Portfolio Strategy
Megatrend-focused investment approach: The fund is strategically positioned to capitalize on transformative megatrends in India's consumption sector. It identifies sectors where shifts in consumption patterns offer significant long-term growth potential.
Targeting growth in core consumption sectors: With an expanding middle class, rising incomes, and demographic tailwinds, the fund focuses on key industries driving consumer demand, such as retail, consumer finance, and e-commerce. This targeted exposure allows the fund to harness growth within core sectors that are foundational to India's consumption economy.
Long-term wealth creation strategy: Through a diversified portfolio across consumption-driven industries, the fund is designed to unlock wealth potential over the medium to long term. This fund aims to offer investors an opportunity to build capital in line with India's robust consumer market expansion. The fund's disciplined approach seeks to deliver sustainable, long-term value while managing market dynamics within the consumption landscape.
INQUBE investment philosophy: We follow our INQUBE (INformation edge + QUantitative edge + BEhavioural edge) investment philosophy.
Product Label & Riskometer
Product Label and Riskometer #
This product is suitable for investors who are seeking*:
- wealth creation over long term
- to invest predominantly in equity and equity related instruments of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
#The above product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments are made.
FAQ
Frequently Asked Questions
Bajaj Finserv Consumption Fund is an open ended equity scheme following consumption theme. The fund is designed to invest into megatrends, transforming consumption patterns.
• The fund is a true-to-label Consumption fund
• The fund will invest in Consumption Megatrends by identifying potential growth stories
• The fund will have the flexibility to invest across the market cap spectrum
• The fund will benefit from targeting future profit pool companies
NFO Documents
NFO Documents
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- Bajaj Finserv Asset Management Limited has been referred to as Bajaj Finserv AMC.
Copyright: All Rights reserved at Bajaj Finserv Asset Management Limited
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