Bajaj Finserv Large Cap Fund

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 stability, moderate growth potential, and reliable income through IDCW may find large cap funds suitable. These funds focus on companies with robust market capitalization, aiming to deliver stability nd moderate growth potential.

Large cap funds may suit a broad range of investors given their stability and focus on established companies. However, individuals should carefully assess their risk tolerance and investment objectives before deciding.

Investing in large cap mutual funds can be a suitable long-term strategy, with a recommended investment horizon of five years or more to fully benefit from potential long-term growth. Using an SIP calculator for your large cap mutual fund investment can help you plan your investments effectively.

Yes, large cap funds are taxable as they fall under equity mutual funds.

• Short-term capital gains (STCG) : If you sell units within 12 months, gains are taxed at 20% plus surcharge and cess.
• Long-term capital gains (LTCG) : If held for over 12 months, gains up to ₹1.25 lakh in a financial year are tax-free. Gains above that are taxed at 12.5% plus surcharge and cess.

Large cap mutual funds primarily invest in well-established, financially strong companies with a large market capitalization (ranked 1 to 100 basis market cap on recognised stock exchanges). These are typically leaders in their industries and form a significant part of the

The risk level of large cap funds can vary depending on market conditions and the specific companies they invest in. While they tend to be relatively stable compared to small cap funds, they are still subject to market fluctuations. It’s important to consider your own investment goals and risk tolerance before investing.

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.

Whether large cap funds are suitable for you depends on your personal financial situation, goals, and risk appetite. It’s a good idea to assess these factors carefully or consult a financial advisor before deciding.

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.

The NAV of Bajaj Finserv Large Cap Fund changes daily based on market movements. For the most accurate and up-to-date NAV, it’s advisable to check official sources like the Bajaj Finserv Mutual Fundwebsite or trusted financial platforms.

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 risk classification is based on the portfolio composition as well as SEBI guidelines and is subject to periodic review. Refer to the Riskometer above on this page or latest documents for the current risk level.

The fund’s 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 latestFactsheet

Asset allocation of the Bajaj Finserv Large Cap Fund is as per the Scheme Information Document (SID). For the current allocation across equity and other instruments, please refer to the most recent Factsheet or the Scheme Page.

No, there is no lock-in period for this fund. However, there may be an exit load for redemptions made within a specific time frame. Please check the ‘Load Structure’ section on the fund’s page for applicable details.

The Total Expense Ratio (TER) may differ for Direct and Regular plans and can change over time. For the most current expense ratio, please refer to the latest Factsheet or the Total Expense Ratio section.

The amount to invest in a large cap fund depends on individual financial goals, investment horizon and risk appetite. Investors considering large cap mutual funds may review the minimum investment details and decide the amount accordingly.

Large cap funds are taxed as equity mutual funds. Tax treatment depends on the holding period and applicable tax laws. Investors should review the taxation details before investing.

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 inception date of the Bajaj Finserv Large Cap Fund is August 20, 2024.

There is no mandatory lock-in period for the Bajaj Finserv Large Cap Fund. However, exit load may apply if units are redeemed within a specified period. Investors should review the load structure details before redeeming.

The Bajaj Finserv Large Cap Fund may differ from other large cap funds based on investment strategy, portfolio construction and expense structure. The 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.

Investors may track performance through NAV disclosures, factsheets and periodic updates. The NAV today, historical NAV data, portfolio holdings and aum are available on the official scheme page and related documents.

Details of the fund managers can be found on this page and in the Scheme Information Document.

Yes, NRIs are permitted to invest in the Bajaj Finserv Large Cap Fund, subject to applicable regulations and documentation requirements. NRIs looking to invest in large cap funds should review the relevant investment details before proceeding.

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.