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.
Let’s have a look at our scheme’s investment objective and some benefits of Bajaj Finserv Flexi Cap.
Table of contents:
- Investment objective of Bajaj Finserv Flexi Cap Fund
- Why should you invest in Bajaj Finserv Flexi Cap Fund?
- Bajaj Finserv Flexi Cap Fund Details
- Benefits of Investing in Bajaj Finserv Flexi Cap Fund
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.
Benefits of investing in Bajaj Finserv Flexi Cap Fund
In a nutshell, the Bajaj Finserv Flexi Cap Fund can offer the following benefits to investors:
- Diversification across market caps
- Professional management
- Dynamic management
- Megatrend investing for long-term growth potential
To learn more about the scheme, to access statutory details, and to invest, visit the Bajaj Finserv Flexi Cap Fund scheme page.
FAQs:
How does flexibility in asset allocation help 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?
You can Invest in Bajaj Finserv Mutual Fund either online or offline. Online Mode: You can go to Bajaj Finserv AMC’s investor portal and create an online account. Click here to invest now.
What are the risks associated with investing in Bajaj Finserv Flexi Cap Fund?
Like all equity funds, the Bajaj Finserv Flexi Cap Fund is subject to market risks. The value of investments can fluctuate, and there’s no guarantee of returns. Flexi-cap funds, investing across market caps, can experience volatility, especially during market downturns.
Who should consider investing in a flexi cap fund?
Investors with a high risk appetite and a long-term investment horizon can consider flexi-cap funds. These funds can be suitable for those seeking diversification across market caps and willing to accept potential volatility for potentially higher returns over time.
How does Bajaj Finserv Flexi Cap Fund differ from other mutual funds?
Bajaj Finserv Flexi Cap Fund anticipates market trends with the help of megatrends to identify potential future winners for long-term returns. Its InQuBe investment philosophy combines three advantages: gathering early market insights (information edge), using predictive models for better analysis (quantitative edge), and making disciplined investment decisions based on market inputs (behavioural edge).
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