High active share
This fund follows a high active share strategy with an aim to outperform benchmark index over the long term.
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BAJAJ FINSERV 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 24 years of experience in the Indian Capital Markets. He has spent 18 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 16 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.
Large cap mutual funds allocate a significant portion of their assets to companies with substantial market capitalization. These companies are generally well-established and may have lower risk profiles than mid cap and small cap funds. However, being equity funds, they are still classified as very high risk.
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 funds may suit a broad range of investors given their relative stability and focus on established companies. However, individuals should carefully assess their risk tolerance and objectives before investing.
Investing in large cap mutual funds can be a suitable long-term strategy. Generally, an investment horizon of five years or more is recommended to potential benefit from long-term growth. Using an SIP calculator for your large cap mutual fund investment can help you plan your investments.
Yes, large cap funds are taxable. The tax rate is as follows:
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).
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. You may 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 Fund website 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 latest Factsheet
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 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.
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.
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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.
