Why should you invest in Bajaj Finserv Flexi Cap NFO?

Posted On: 23 July 2023

The biggest risk in life is not taking any risks. And the good part is that risks are often accompanied by rewards. This holds for almost all aspects of life, including your finances and investment strategy. So, here’s a chance for you to take calculated risks, diversify your investment portfolio, and grow your wealth in the long term. Introducing Bajaj Finserv Flexi Cap Fund – An open-ended equity scheme investing across large cap, mid cap, small cap stocks.
Here, we will take you through the New Fund Offer (NFO) details of Bajaj Finserv Flexi Cap Fund and how can you make the most of it to get closer to your financial goals. But first, let’s have a look at our scheme’s investment objective and some benefits of Bajaj Finserv Flexi Cap NFO.

Investment objective of Bajaj Finserv Flexi Cap Fund

The investment objective of this scheme is to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments across market capitalisation. However, there is no assurance that the investment objective of the scheme will be achieved.

Why should you invest in Bajaj Finserv Flexi Cap Fund?

Megatrend investing approach

To understand what a megatrend investing approach is, let’s first understand what is a megatrend. A megatrend is a powerful long-term change that affects economies, businesses, and companies. Megatrends are a result of a combination of factors such as technological advancements, changing consumer behaviours, demographic shifts, environmental concerns, etc. Megatrend investing requires a future-focussed approach.
Bajaj Finserv Flexi Cap Fund follows a megatrend investing approach, which means that rather than going with the flow, we anticipate the flow with the help of megatrends. This helps us in identifying future winners, thereby enhancing the chances of good returns in the long term.

INQUBE – Our investment philosophy

Our investment philosophy at Bajaj Finserv Asset Management Ltd. is based on the idea that, in the long run, we may produce a good return on equity investment for our investors. To help us achieve our goal, we have a three-stage investment philosophy termed InQuBe, which is a combination of informational, quantitative, and behavioural edge.
Information Edge: It is about gathering relevant information about economies, enterprises, and marketplaces ahead of the competition to ‘outperform the market’.
Analytical (Quantitative) Edge: Even without access to crucial information earlier than others, it is still possible to generate better outcomes by processing the information better. Thus, the analytical edge is about developing models and algorithms with enhanced predictive power to forecast the next move.
Behavioural Edge: As its name implies, this advantage is attained through superior behaviour in responding to the available inputs to maximise alpha.

Diversification of portfolio

Flexi cap funds allocate the assets among companies with various market capitalizations. Through portfolio diversification, fund managers can make investment decisions based on growth potential rather than the company size. The absence of capitalization restriction gives fund managers the freedom to shift investments based on changes in the market from one category to another.
Now that you are well versed with the key benefits of investing in Bajaj Finserv Flexi Cap Fund, let’s have a look at NFO details for the same.

Bajaj Finserv Flexi Cap Funds: NFO Details

NFO opening date: July 24, 2023
NFO closing date: August 07, 2023
New Fund Offer Price: Rs. 10/- per unit
Minimum Amount for Application During NFO
- Lumpsum - Rs. 500 and in multiples of Re. 1.
- Systematic Investment Plan (SIP):
  From Rs. 500 up to Rs. 1,000: Minimum 60 instalments.
  Above Rs. 1,000: Minimum 6 instalments.
Plans / Options Offered
- Bajaj Finserv Flexi Cap Fund – Direct Plan
- Bajaj Finserv Flexi Cap Fund – Regular Plan

To conclude, investing in Bajaj Finserv Flexi Cap Fund can help you focus on long-term trends with targeted exposure and optimal risk. So why wait, invest in Bajaj Finserv Flexi Cap Fund NFO, and take a step closer to your financial goals.

FAQs

How flexibility in asset allocation helps in megatrend investing?

Unlike large cap or mid cap, or small cap funds, where the investment involves strict asset allocation based on market capitalization, flexi cap funds have the flexibility to invest in companies across market capitalization.

How can I invest in Bajaj Finserv Flexi Cap Fund NFO?

You can Invest in Bajaj Finserv Mutual Fund NFO either online or offline. Offline Mode: You can invest in NFO by meeting distributors or brokers in person. Online Mode: You can also go to Bajaj Finserv AMC’s investor portal and create an online account to invest in this NFO. Click here to invest now.

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 an 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.