Equity, Debt or Gold?
In the ever-changing world of investments, the past decade has shown us that asset classes don’t always perform as expected. Equity, debt, gold, and silver have each had their shining moments, offering investors diverse opportunities for growth. Imagine a fund that taps into the power of all these asset classes, thereby providing growth along with diversification.
Introducing Bajaj Finserv Multi Asset Allocation Fund with DIVIDEND BOOSTERS.
Get growth from high dividend paying companies and stability from debt and gold despite markets fluctuations, in the long-run.
Benefits of investing in Bajaj Finserv Multi Asset Allocation Fund:
- Invests in high dividend paying growth-oriented companies.
- Navigates market volatility through diversification.
- Provides equity taxation benefits on investments.
- Versatile across market conditions.
Who should invest?
This fund is suitable for investors who:
- Desire low volatility vis-à-vis pure equity funds.
- Seek professional asset allocation.
- Aim to achieve potential returns in the long term.
- Are venturing into equity investment for the first time.
Bajaj Finserv Multi Asset Allocation Fund strategy
Equity allocation:
- Dividend opportunities: Selects companies with high dividend payouts and growth.
- Sustainability: Monitors payout ratios, earnings coverage, and financial health, focusing on consistent dividend growth and sustainable payout ratios.
- Growth focus: Prioritizes companies with long-term growth potential and stable income streams.
- Reinvestment strategy: Reinvests dividends for compounding returns.
Debt allocation:
- Short to medium-term investment to capitalize on lucrative yields throughout the interest rate cycle.
- During interest rate hikes: Locks in higher yields for increased income flow.
- During interest rate cuts: May enhance fund performance with better mark-to-market gains.
Gold allocation:
It aims to protect your money from negative factors like inflation and currency devaluation. By adding gold to the mix, this scheme seeks to create an extra layer of stability for your investment journey.
How to invest?
- Login/Sign-up
- If prompted, complete your KYC journey/modification.
- Provide your basic details such as PAN, DOB, name, and bank details. (For first-time investors)
- Input the OTP sent to your registered mobile number and/or email address.
- Choose between Lumpsum or SIP based on your investment preference.
- Proceed with your investment.
In a world where financial markets are constantly evolving, Bajaj Finserv Multi Asset Allocation Fund seeks to offer consistent stability and growth in the long-run through its diversified investment approach.
For a detailed scheme information, click here.
Source of the above table: ICRA MFI, Internal.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This document should not be treated as endorsement of the views/opinions or as investment advice. This document should not be construed as a research report or a recommendation to buy or sell any security. This document is for information purpose only and should not be construed as a promise on minimum returns or safeguard of capital. This document alone is not sufficient and should not be used for the development or implementation of an investment strategy. The recipient should note and understand that the information provided above may not contain all the material aspects relevant for making an investment decision. Investors are advised to consult their own investment advisor before making any investment decision in light of their risk appetite, investment goals and horizon. This information is subject to change without any prior notice.