The world around us is changing faster than ever before. From the way we communicate to the ways we consume, commute, and even invest — transformation is the only constant. Emerging technologies, evolving regulations, shifting demographics, and growing environmental concerns are shaping a very different tomorrow.
These paradigm shifts that are expected to have a lasting impact on the world are called Megatrends. A megatrend investing strategy aims to identify these structural shifts early and invest in companies that are positioned to potentially benefit from them. This future-focused lens helps create portfolios that are forward-looking.
But how exactly does one identify such megatrends and find suitable opportunities? One way to do so is through the Bajaj Finserv Flexi Cap Fund. This equity mutual fund by Bajaj Finserv AMC invests across large, mid and small cap companies. Fund managers seek to identify companies that are aligned with megatrends and can offer growth potential not just in the near future but for years to come.
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What are megatrends and megatrend investing?
Megatrends are large, transformative forces that shape the direction of global economies and societies for years, or even decades. These trends can create new opportunities, disrupt existing markets, and redefine growth sectors.
A Megatrend lens allows investors to identify early signals of change and position the portfolio to potentially benefit from tomorrow’s leading themes.
As an investor, this means that your investments don’t stay stuck in yesterday. They keep evolving and adapting to the forces shaping the future, with the aim of long-term wealth-building.
Also Read: Megatrend Investing Via Consumption Fund
Key features of the Bajaj Finserv Flexi Cap Fund
- Exposure across market caps
The fund invests across large, mid, and small cap companies to combine the relative stability of blue chip companies with the long-term growth potential of mid and small caps. The megatrends approach also enables the fund to seek innovative companies across the market cap spectrum.
- Relatively low turnover ratio
With a long-term, research-led approach, the fund limits over-trading. This helps reduce transaction costs and minimises the noise of short-term market fluctuations.
- High active share
The fund doesn't mimic the index. Instead, it actively seeks out lesser-known, high-conviction opportunities that could potentially outperform the market in the future.
Six Megatrends that power the fund
- Technology
AI, machine learning, IoT, and blockchain are redefining how industries operate. The fund seeks exposure to businesses leading this digital revolution.
- Regulatory
As global and local regulations evolve — from ESG compliance to manufacturing incentives — companies aligned with policy shifts stand to potentially gain.
- Economic
The rise of emerging markets and digital economies is changing the way global trade and consumption work. The fund identifies sectors riding these waves.
- Nature
With a growing focus on sustainability, companies championing clean energy, efficient manufacturing, and conservation efforts are becoming future-ready.
- Demographics
Ageing populations, rising urbanisation, and changing consumption patterns are shaping demand in sectors like healthcare, infrastructure, and FMCG.
- Social
Lifestyle changes, wellness trends, and the experience economy are creating new consumption habits.
Why consider this fund for your portfolio?
1. A balanced approach to potential long-term growth
The flexi cap structure gives the fund the freedom to dynamically shift allocations across large, mid, and small cap companies based on market conditions. This helps capture potential growth while managing risk.
2. Future-focused with megatrend investing
By aligning with structural long-term shifts, the fund seeks to potentially benefit from evolving sectors and themes that may define the next decade.
3. Active, research-led management
The fund is guided by a disciplined process that focuses on quality, diversification, and long-term thinking.
4. Built-in diversification
With exposure across different market caps, industries, and themes, the fund helps lower concentration risk while offering growth potential.
5. Accessible and flexible
Whether you want to start with a Systematic Investment Plan (SIP) or lumpsum, this fund offers both options. You can begin investing with as little as ₹500.
Also Read: From AI To Climate Change: What Megatrends Mean For Your Portfolio
How to invest in the Bajaj Finserv Flexi Cap Fund
- Choose between direct or regular plans
A regular plan is one where you invest through an intermediary like a distributor whereas a direct plan is where you directly invest through the AMC, reducing the expense ratio.
- Choose between growth and IDCW options
Depending on your financial situation, you can either choose to reinvest your potential returns by opting for the growth option or receive periodic income by choosing the Income Distribution cum Capital Withdrawal option.
- Choose your investment amount and mode of investment
You can start with a minimum amount of Rs. 500 and choose between two modes of investment: a one-time, lumpsum investment or regular contributions by opting for the Systematic Investment Plan (SIP) option. Note that if you choose SIP, it would require at least 6 installments.
- Provide personal details
Ensure your KYC information is updated by linking your PAN with your Aadhaar. Along with that, provide your full name, date of birth, address proof and bank account details.
This process can either be done via online mode or offline mode depending on your preference.
Visit this link to learn more about the fund, explore investment options and read statutory details.
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.
The content herein has been prepared on the basis of publicly available information believed to be reliable. However, Bajaj Finserv Asset Management Ltd. does not guarantee the accuracy of such information, assure its completeness or warrant such information will not be changed.The tax information (if any) in this article is based on current laws and is subject to change. Please consult a tax professional or refer to the latest regulations for up-to-date information.
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