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Note: Historical Performance of this scheme is not available because this scheme has not completed 12 months since inception.
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Bajaj Finserv Large Cap Fund – A Unique Proposition
Concentrated portfolio with high conviction in stock selection
High active share strategy that aims to outperform the index in the long term
Stable through economic downturn and market conditions
Focussed on companies that are a part of India's growth story
Bottom-up investment approach
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Investment Approach
High active share
This fund follows a high active share strategy with an aim to outperform benchmark index over the long-term.
Highly concentrated portfolio
This scheme maintains a highly concentrated portfolio of carefully chosen large cap stocks, with an aim to build long term wealth.
INQUBE philosophy
Our inhouse INQUBE investment philosophy brings informational, quantitative & behavioural edge to the portfolio.
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Investment Style and Portfolio Strategy
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Focus on large cap companies: The fund primarily invests 80-100% of its total assets in large cap companies, ensuring a relatively stable and robust portfolio grounded in well-established Companies.
Active management: Our experienced fund managers actively manage the portfolio, making informed investment decisions to potentially maximize long-term capital appreciation.
High conviction stocks: The fund focuses on high conviction large cap companies, stock picking process follows a bottom-up approach, supported by our in-house investment philosophy identifying companies with potential for long-term growth within the large cap universe.
High active share: This approach aims to outperform the benchmark index over long-term
INQUBE Investment Philosophy: We follow our INQUBE (INformation edge + QUantitative edge + BEhavioural edge) investment philosophy.
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Key Features of Bajaj Finserv Large Cap Fund
Inception date
August 20, 2024
Minimum Application Amount
Fresh Purchase
Lumpsum: Rs. 500/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Rs. 500 and above: Minimum 6 instalments.
Minimum amount for switch-in: Rs. 500 and in multiples of Re. 1/-
Two-Factor Authentication will be applicable for subscription as well as redemption transactions in the units of Mutual Fund.
For more information, please refer SAI.
Lumpsum: Rs. 500/- and in multiples of Re. 1/- thereafter.
Systematic Investment Plan (SIP): Rs. 500 and above: Minimum 6 instalments.
Minimum amount for switch-in: Rs. 500 and in multiples of Re. 1/-
Two-Factor Authentication will be applicable for subscription as well as redemption transactions in the units of Mutual Fund.
For more information, please refer SAI.
Category of Scheme
Large Cap Fund
Type of Scheme
Bajaj Finserv Large Cap Fund
An open ended equity scheme predominantly investing in large cap stocks.
An open ended equity scheme predominantly investing in large cap stocks.
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Fund Manager
Nimesh Chandan: Chief Investment Officer
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: Senior Fund Manager - Equity
Sorbh Gupta has over 16 years of experience in the Indian Capital Markets. In November 2022, he was appointed as Senior Fund Manager – 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. & Pranav Securities Pvt. Ltd.
Siddharth Chaudhary: Senior Fund Manager - Fixed Income
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 Senior Fund Manager – 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.
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Scheme Documents
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Product Label and Riskometer
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This product is suitable for investors who are seeking*:
- wealth creation over long term
- to invest predominantly in equity and equity related instruments of large cap companies
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
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Frequently Asked Questions
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Large cap mutual funds allocate a significant portion of their assets to companies with substantial market capitalization. These companies are known for their established performance across market cycles, offering relatively lower risk profiles than mid cap and small cap funds.
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.
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 stock market index. The focus is on relatively stable, blue-chip companies that offer steady growth and lower risk compared to smaller companies.
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.
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.
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 AMC’s 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 or Scheme Page.
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.
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Bajaj Finserv Large Cap Fund – Overview
The Bajaj Finserv Large Cap Fund is an open-ended equity scheme that invests predominantly in large cap stocks with the aim of potentially generating capital appreciation over the long term.
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. Additionally, it may invest up to 10% of its portfolio to units issued by REITs and InvITs.
The scheme will follow a focused investment strategy with high conviction in stock selection. The fund will also seek to maintain a high active share, meaning that the weightage of stocks in its portfolio may differ significantly from the benchmark index. Through this actively managed portfolio, the fund will aim to potentially generate benchmark-beating returns in the long term.
Individuals can invest in the Bajaj Finserv Large Cap Fund via SIP or lumpsum. Investments start from Rs. 500.
Advantages of Bajaj Finserv Large Cap Fund
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Invests in a smaller set of large companies identified through in-depth research
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Designed to outperform the broader market by selecting stocks independently rather than mirroring the index.
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Built to withstand market fluctuations with a focus on steady performance.
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Supports well-established companies that contribute to India’s progress and development.
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Stocks are chosen based on their individual business fundamentals and potential in the long run, not just sector trends.
How to invest in Bajaj Finserv Large Cap Fund
You can invest in Bajaj Finserv Large Cap Fund either online or offline.
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Offline Mode: You can fill out the application form and submit it at any of its official points of acceptance (OPATs). If you are taking the help of a distributor, they may help you fill the form and submit it on your behalf.
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Online Mode: Investments can be made through your distributor or through the direct plan. You can invest through your Demat or online trading account. You can also invest through the Bajaj Finserv AMC investor portal. invest now.
Bajaj Finserv Large Cap Fund - Regular & Direct Plans
When you invest in the Bajaj Finserv Large Cap Fund, you can choose between two types of plans: Direct Plan and Regular Plan. Both follow the same investment strategy, but the way you invest, and the cost, differs.
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Direct Plan
This route is for investors who prefer to invest on their own, without involving a distributor. Since there's no middleman, there are no commission costs, which helps keep the expense ratio lower. Over time, this can result in slightly better returns. -
Regular Plan
Here, you invest through a distributor who assists you with the process. In return, the fund includes a commission fee in its overall charges. This means the expense ratio is a bit higher than in the direct plan.
The bottom line
Both plans invest in the same portfolio of large cap stocks. The difference is in how you invest, do-it-yourself or with guidance, and how that impacts the cost you pay.
Taxation on Bajaj Finserv Large Cap Fund
Bajaj Finserv Large Cap Fund is an equity mutual fund, so it follows the tax rules applicable to equity-oriented schemes. The tax you pay depends on how long you stay invested.
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Short-term capital gains (STCG):
If you redeem your units within 12 months of purchase, any gains are classified as short-term and taxed at 20%, along with applicable surcharge and cess. -
Long-term capital gains (LTCG):
If you stay invested for more than a year, your gains are considered long-term. Gains up to ₹1.25 lakh in a financial year are exempt from tax. Any gains above that are taxed at 12.5%, plus surcharge and cess as applicable.
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Calculators & Tools
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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