Step by step guide to invest in Bajaj Finserv Flexi Cap Fund

The Bajaj Finserv Flexi Cap Fund is an open-ended equity scheme that invests in large cap, mid cap, and small cap stocks. It aims to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalizations.

Launched in August 2023, the fund is managed by Bajaj Finserv Asset Management Ltd. With a minimum investment amount of just Rs. 500, the Bajaj Finserv Flexi Cap Fund allows retail investors to diversify across market caps and benefit from the growth potential of equities over long term.

Here is a step-by-step guide on how you can invest in this Bajaj Finserv Mutual Fund.

• Table of contents

1. Choose between regular and direct plan
2. Select growth or IDCW option
3. Choose your investment amount
4. Provide your personal details
5. Choose your preferred investment method
6. Receive account statement
7. FAQ

Choose between regular and direct plan

Bajaj Finserv Flexi Cap Fund offers two plans – Regular Plan and Direct Plan.

Regular plan- This option is for investors who invest through a distributor.

Direct plan- This option is for investors who invest directly without a distributor. The expense ratio is lower as no commission is paid out.

Select growth or IDCW option

You need to choose between the Growth and Income Distribution cum Capital Withdrawal (IDCW) option.

Growth option- All earnings from the fund are reinvested to earn returns through capital appreciation. No IDCWs are paid out.

IDCW option- Regular IDCW pay-outs from fund earnings, option of IDCW payout, reinvestment, and transfer to another scheme.

Choose your investment amount

You can start investing in Bajaj Finserv Flexi Cap Fund with a minimum amount of Rs. 500. Additional purchases need to be in multiples of Re. 1.

Some investment amount options are:

- Lumpsum investment- Invest a lumpsum amount at a go.

- SIP investment- Invest small amounts regularly via a Systematic Investment Plan (SIP). Minimum SIP amount is Rs. 500 and requires a minimum of 60 installments.

Provide your personal details

To invest in the fund, you need to provide the following personal details:

• Name
• Date of Birth
• PAN
• KYC details including photo ID and address proof
• Bank account details for investment

Pro tip: Make sure your PAN is linked to your Aadhaar and your KYC documentation is up to date.

Choose your preferred investment method

You can invest in Bajaj Finserv Flexi Cap Fund using any of these methods:

Online investment - Invest online via the Bajaj Finserv website or app by providing your details electronically. Payment can be made via net banking, UPI, or wallet.

Offline investment - Fill out the physical application form and submit documents at the nearest Bajaj Finserv branch or KFin Technologies collection centre. Pay via cheque or DD. You can also seek the help of an authorized distributor for investing in Bajaj Finserv Flexi Cap Fund.

Investment via fund house website - Visit the Bajaj Finserv Mutual Fund website and register yourself to invest. Upload KYC documents and make payments online via IMPS, NEF

Receive account statement

After investing in the fund, you will receive a confirmation via email or SMS confirming your unit allotment.

Conclusion

The Bajaj Finserv Flexi Cap Fund offers retail investors the opportunity to gain from equity market growth through exposure across market capitalizations. Both beginners and seasoned investors can consider investing in this fund for long-term wealth creation goals. Follow the steps provided above for a smooth and convenient investment experience. Invest regularly through SIPs, stay invested for long term, track your investments periodically.

FAQs:

What is Bajaj Finserv Flexi Cap Fund?
Bajaj Finserv Flexi Cap Fund is an open-ended equity scheme that invests across large cap, mid cap, and small cap stocks. It aims to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalizations.

How to invest in Bajaj Finserv Flexi Cap Fund?
You can invest in Bajaj Finserv Flexi Cap Fund through any of these modes

• Online investment via Bajaj Finserv website/app using your details and online payment
• Offline investment by filling physical application form and submitting documents at Bajaj Finserv branch
• Investment via Bajaj Finserv Mutual Fund website by registering yourself and making online payment
• You can also seek the help of a distributor for making the investment

What are the investment plans available?
Bajaj Finserv Flexi Cap Fund offers two investment plans: Regular Plan (for investing through a distributor) and Direct Plan (for investing directly without a distributor).

What are the investment options available?
You can choose between Growth Option for long-term capital appreciation and IDCW Option for regular income through IDCW payouts or reinvestment. Select the option as per your investment objective.

What is the minimum investment amount?
You can start investing in the fund with a minimum of Rs. 500. Additional purchases can be made in multiples of Re. 1.

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.