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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 pharma, healthcare and allied companies.However, there is no assurance that the investment objective of the scheme will be achieved.
Key Features
Key Features
NFO Period
06th - 20th Dec, 2024
Minimum Application Amount
During NFO:
Lumpsum: Rs. 500/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Rs. 500 and above: minimum 6 instalments.
Two-Factor Authentication will be applicable for subscription as well as redemption transactions in the units of Mutual Fund.
For more information, please refer SAI.
Lumpsum: Rs. 500/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Rs. 500 and above: minimum 6 instalments.
Two-Factor Authentication will be applicable for subscription as well as redemption transactions in the units of Mutual Fund.
For more information, please refer SAI.
Category of Scheme
Thematic Fund
Minimum Additional Application Amount
-Read More
Who Should Invest
Why invest in Bajaj Finserv Healthcare Fund?
Low correlation of the sector with the broader market
Investment in Megatrends by identifying the potential growth stories
Potential to create wealth over long-term by riding the healthcare boom
Targeting future profit pool companies
Benefits
Investment Approach
Capture future profits
Focused on companies poised to capture a share of future profits within the healthcare sector.
Diversification Opportunity
Suitable for investors seeking to diversify their equity portfolio by including exposure to the healthcare.
Investing in megatrends
Investment in megatrends by identifying the potential growth stories.
Fund Manager
Fund Managers
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.
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.
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 healthcare sector, with the potential to create long-term wealth by leveraging the healthcare boom.
INQUBE investment philosophy: We follow our INQUBE (INformation edge + QUantitative edge + BEhavioural edge) investment philosophy.
Long-term wealth creation opportunity: Through a diversified portfolio across healthcare-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 the rapid growth and advancements in India's healthcare sector. The fund's disciplined approach seeks to deliver sustainable, long-term value while navigating the dynamic landscape of healthcare innovation and demand.
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 pharma, healthcare and allied companies.
*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 Healthcare Fund is an open ended equity scheme following pharma, healthcare and allied theme. The fund is designed to invest into megatrends in the healthcare sector, capitalising on the robust growth potential of the sector.
- The fund, investing in healthcare sector, will have low correlation with the broader market
- The fund will invest in MEGATRENDS by identifying the potential growth stories
- The fund will have the potential to create wealth over long-term by riding the healthcare boom
- The fund will benefit from targeting future profit pool companies
The fund is suitable for lumpsum investment for investors looking to do tactical allocation in their equity portfolio
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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