BAJAJ FINSERV ASSET MANAGEMENT LIMITED.

Fund Details

Fund Details

2.76 Lakh Investors

Mega Trends Investing

AI + Data Driven Investing

Lorem Ispam

Total AUM

₹ 0 crores

Expense Ratio

0 %

Exit Load

0 %

Ideal holding period

0 Years+

Bajaj Finserv Small Cap Fund Overview​

Small cap funds are equity mutual funds that invest chiefly in stocks of small cap companies. These are companies that are listed 251 and beyond (in terms of market capitalization) on recognized stock exchanges. Typically, small cap companies tend to offer higher long-term growth potential than mid or large caps but also come with significant volatility. Small cap… Read More
Fund Details
Fund Details

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Bajaj Finserv Limited

Bajaj Finserv Limited, an unregistered Core Investment Company (CIC) under RBI Regulations 2020, is a part of the renowned Bajaj Group.


One of India’s leading and most diversified financial services institutions, Bajaj Finserv Ltd provides simple financial solutions to crores of people every day through its group companies. Through continuous innovation, it strives to enrich the lives of communities across the length and breadth of the country and make financial security accessible to all.


Our Investment Philosophy

Our Investment Philosophy reflects what we, as an organisation, believe will generate a good return on equity investment for our investors in the long term. It dictates our goals and guides decision making.


Alpha (a) is a term used in investing to describe an investment strategy’s ability to beat the market.


Alpha is thus also often referred to as excess return or the abnormal rate of return in relation to a benchmark, when adjusted for risk. Essentially, it means doing better than the crowd without taking disproportionate risk.

Information Edge

Collecting superior information

Analysts and portfolio managers strive to collect superior information about the business and the management of the company. They try to generate superior earnings forecast and the balance strength of the company and the industry, thereby trying to 'beat the market' on information edge. This is an important source of alpha for an investor. However, over the years, retaining the information edge has become more difficult and expensive. With a whole lot of investors trying to collect superior information, how can an investor be sure to continuously have accurate and material information about the companies, ahead of others, all the time?

Quantitative Edge

Processing information better

Even if you don't have material information earlier than the crowd, you can still generate better outcomes if you are able to process this information better. Investors develop models and algorithms with enhanced predictive powers to forecast the next move. Fund managers who invest based on some pure formal analytical models are quantitative managers. Here, the goal is to try and beat other investors based on the sophistication of procedures or analytics. The analytical edge can be quite useful until it gets copied by many, and then it may stop generating superior returns.

Behavioural Edge

Exploiting behavioural biases

As the name suggests, this edge is achieved by superior behaviour in reacting to the inputs available to maximise alpha. Modern finance assumes people behave with extreme rationality. However, researchers in behavioural finance have shown that this is not true. Moreover, these deviations from rationality are often systematic. Behavioural managers try to exploit situations where securities are mispriced by the market because of behavioural factors. At Bajaj Finserv AMC, we endeavour to combine the best of these edges.