High active share
This fund follows a high active share strategy with an aim to outperform benchmark index over the long term.
Read MoreBAJAJ ASSET MANAGEMENT LIMITED.
BAJAJ ASSET MANAGEMENT LIMITED.
The objective of the scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.
However, there is no assurance that the investment objective of the scheme will be achieved.
Nimesh Chandan has over 26 years of experience in the Indian Capital Markets. He has spent 22 years in Fund Management- managing and advising domestic and international investors, retail as well as institutional. Prior to joining Bajaj Finserv Asset Management Ltd., he has worked with Canara Robeco Asset Management as Head of Investments, Equities (Domestic and Offshore). He has also worked with other asset management companies including Birla Sunlife Asset Management, SBI Asset Management and ICICI Prudential Asset Management.
Sorbh Gupta has over 20 years of experience in the Indian Capital Markets. In November 2022, he was appointed as Head – Equity at Bajaj Finserv Asset Management Limited. Prior to joining Bajaj Finserv Asset Management Limited, he was associated with Quantum Asset Management Company Private Ltd. He has also worked with other financial companies such as Siddhesh Capital Markets Pvt. Ltd. and Pranav Securities Pvt. Ltd.
Siddharth Chaudhary joined the Company in July 2022 as a Senior Fund Manager – Fixed Income. Prior to this, he was associated with Sundaram Asset Management Co. Ltd from April 2019 - July 2022 as Head Fixed Income – Institutional Business. From April 2017 – March 2019, he served as a Head – Fixed Income, and from August 2010 – March 2017 as a Fund Manager – Fixed Income with Sundaram Asset Management Co. Ltd. During June 2006 – September 2010, he was working as Senior Manager, Treasury Dept in Indian Bank.
The scheme will allocate 80% to 100% of its assets to large cap companies.
It may also allocate up to 20% its portfolio to in equity and equity related securities of mid or small cap companies, foreign companies, debt securities and money market instruments.
It may invest up to 10% of its portfolio to units issued by REITs and InvITs
An open ended equity scheme predominantly investing in large cap stocks.
No entry load is applicable for investments made in the scheme.
Exit load is applicable on units purchased through lumpsum investments, switch-ins, Systematic Investment Plans (SIP) and Systematic Transfer Plans (STP), as outlined below:
The scheme will not charge an exit load in instances where portfolio rebalancing timelines, as prescribed under the SEBI Master Circular for Mutual Funds dated June 27, 2024, are not adhered to.
to view Total Expense Ratio
Large cap funds are equity mutual funds that primarily invest in the top 100 companies in India by market capitalisation, as defined by SEBI. These companies are typically well-established businesses with relatively stable operations, strong balance sheets, and a long performance track record. Because of this, large cap companies may exhibit relatively lower volatility compared with mid and small cap firms, though they still carry market-linked risks.
When you invest in the Bajaj Finserv Large Cap Fund, you can choose between two types of plans: Direct Plan and Regular Plan.
Bajaj Finserv Large Cap Fund is an open ended equity scheme that mainly invests in large cap stocks, aiming to deliver capital growth over the long term.
The fund allocates 80% to 100% of its assets to large cap companies. It may also invest up to 20% in mid or small cap companies, foreign equities, debt instruments, and money market securities. Additionally, up to 10% of the portfolio can be invested in units of REITs and InvITs.
Investors seeking relative stability and potential for income through IDCW may find large cap funds suitable. These funds focus on companies with high market capitalizations, aiming to deliver capital appreciation potential over time with less volatility than mid or small cap funds.
Large cap mutual funds primarily invest in well-established, financially strong companies with a large market capitalization (companies ranked 1 to 100 based on market cap on recognised stock exchanges).
Returns from large cap funds can vary based on market conditions, the fund manager’s strategy, and the investment period. Past performance doesn’t guarantee future results, so it’s advisable to review the fund’s history and consider your own financial goals.
You can invest in Bajaj Finserv Large Cap Fund either online or offline. For online investments, you can invest through the Bajaj Finserv AMC investor portal or via your Demat/trading account. Offline investments can be made by filling out and submitting the application form at an official point of acceptance of the AMC.
AUM (Assets Under Management) indicates the total value of all investments held under the fund. It reflects the overall size of the scheme and changes regularly based on market performance, investor inflows, and redemptions. For the latest AUM figure, please refer to the fund’s Factsheet or Product Page.
The fund’s portfolio and top holdings are selected by the fund manager and may change over time based on market outlook and research insights. To view the most up-to-date holdings, please check the latest Factsheet
The performance of large cap funds depends on market conditions, stock selection and portfolio composition. Any reference to returns is based on historical data. Past performance may or may not be sustained in future.
The Bajaj Finserv Large Cap Fund follows a concentrated investment strategy, focusing on a few high-conviction stocks. Investors may conduct a comparative review using publicly available factsheets and disclosures.
The NAV is updated at the end of every business day based on the market value of the assets. The latest NAV is mentioned at the top of this scheme page.
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Our Investment Philosophy reflects what we, as an organisation, believe will generate a good return on equity investment for our investors in the long term. It dictates our goals and guides decision making.
Alpha (a) is a term used in investing to describe an investment strategy’s ability to beat the market.
Alpha is thus also often referred to as excess return or the abnormal rate of return in relation to a benchmark, when adjusted for risk. Essentially, it means doing better than the crowd without taking disproportionate risk.
Collecting superior information
Analysts and portfolio managers strive to collect superior information about the business and the management of the company. They try to generate superior earnings forecast and the balance strength of the company and the industry, thereby trying to 'beat the market' on information edge. This is an important source of alpha for an investor. However, over the years, retaining the information edge has become more difficult and expensive. With a whole lot of investors trying to collect superior information, how can an investor be sure to continuously have accurate and material information about the companies, ahead of others, all the time?
Processing information better
Even if you don't have material information earlier than the crowd, you can still generate better outcomes if you are able to process this information better. Investors develop models and algorithms with enhanced predictive powers to forecast the next move. Fund managers who invest based on some pure formal analytical models are quantitative managers. Here, the goal is to try and beat other investors based on the sophistication of procedures or analytics. The analytical edge can be quite useful until it gets copied by many, and then it may stop generating superior returns.
Exploiting behavioural biases
As the name suggests, this edge is achieved by superior behaviour in reacting to the inputs available to maximise alpha. Modern finance assumes people behave with extreme rationality. However, researchers in behavioural finance have shown that this is not true. Moreover, these deviations from rationality are often systematic. Behavioural managers try to exploit situations where securities are mispriced by the market because of behavioural factors. At Bajaj Finserv AMC, we endeavour to combine the best of these edges.
