Unveiling Bajaj Finserv Flexi Cap Fund: A New Addition by Bajaj Finserv Mutual Fund

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Bajaj Finserv Asset Management is excited to launch its very first equity scheme, the Bajaj Finserv Flexi Cap Fund. This open-ended equity scheme is designed to invest across different market sizes, following a unique and powerful ‘MEGATRENDS’ strategy. What does that mean for you? Well, it means you can benefit from the strongest megatrends identified by our investment experts across various sectors, themes, market capitalizations, and even geographies.

Now, you might be wondering what these “megatrends” are all about. Unlike typical investment approaches that rely solely on past performance, our Bajaj Finserv AMC team looks for megatrends that are not only monetizable but also have a massive scope and long-term impact. This way, we aim to identify industries and sectors that will contribute to future profit pools and growth opportunities.

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The Bajaj Finserv Flexi Cap Fund stands out as a true-to-label fund in its category, boasting a high potential for active management. We focus on targeting industries with promising profit potential for the future, which means the fund will have a relatively low turnover ratio.

Leading the charge for this fund are our experienced managers, Nimesh Chandan, the Chief Investment Officer, and Sorbh Gupta for the equity portion, along with Siddharth Chaudhary for the debt portion. Together, they will guide the fund’s investments to align with the MEGATRENDS strategy.

We follow a unique investment philosophy called InQuBe, our proprietary framework that incorporates behavioral finance along with informational and quantitative analysis. By doing this, we aim to eliminate any behavioral biases that might influence investment decisions. Our stock selection process involves careful consideration of company fundamentals, valuations, and most importantly, the MEGATRENDS across various dimensions like Technological, Regulatory, Economic, Nature, Demographic, and Social changes.

Ganesh Mohan, the CEO of Bajaj Finserv Asset Management, is enthusiastic about the launch of this product. He believes the Flexi Cap category is highly flexible among equity scheme offerings, making it an ideal addition to investors’ long-term core portfolios. The MEGATRENDS investing approach aims to provide differentiation in the industry and cater to investors looking for value creation over the long run.

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He also recognizes the immense potential of India’s high-growth economy, making it an attractive investment destination. The Bajaj Finserv Flexi Cap Fund, powered by the MEGATRENDS strategy, allows the fund manager to invest strategically and capitalize on emerging trends at the right time, which is crucial for achieving success in the market.

Nimesh Chandan, the CIO of Bajaj Finserv Asset Management, explains that MEGATRENDS are influential long-term changes that shape economies, businesses, and companies. Identifying these trends paves the way for long-term investment opportunities, setting it apart from other approaches like cyclical, thematic, or factor investing. The fund’s portfolio will be diversified, spanning multiple themes, sectors, market caps, and growth-oriented.

Furthermore, Nimesh emphasizes that investing in companies aligned with MEGATRENDS helps identify future profit movements, aligning with the fund’s growth-oriented approach. The combination of top-down and bottom-up analysis ensures that the fund’s investments are well-positioned to benefit from these trends.

Now, you might be wondering when you can start investing in the Bajaj Finserv Flexi Cap Fund. The New Fund Offer (NFO) will be open for subscription from July 24, 2023, and will close on August 7, 2023.

Get ready to join the MEGATRENDS investing journey and seize the opportunity to benefit from the biggest trends that the future holds!

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