Bajaj Finserv AMC NFO :Fluctuations in the market are a common phenomenon, which is seen from time to time. The market cannot always follow the same trend. This is why some investors who take less risk want stability in their portfolio at all times. For such investors, investing in flexicap funds is a better strategy. If you are looking for such a new option, then this is a good opportunity. Bajaj Finserv AMC’s New Fund Offer (NFO) Bajaj Finserv Flexi Cap Fund, launched a year ago, has given 45.14 percent annualized return on lump sum investment and 48 percent annualized return to those doing SIP in 1 year.
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How was the performance after NFO
Bajaj Finserv Flexicap Fund was launched on 14 August 2023. This NFO came in July 2023. Currently, this fund has given 40.77 per cent annualized return and
It has given 43.70 percent absolute return. If someone had invested 1 lakh rupees in it at the time of launch, then now his money would have increased to Rs 1,43,700.
This fund has given 48.02 percent annualized return to investors doing SIP. If someone had done a monthly SIP of Rs 5000 in this fund a year ago, then now the value of his investment would have become Rs 74,713.
Minimum investment of Rs 500 is required
Bajaj Finserv Flexicap Fund is an open-ended equity scheme that invests in stocks of companies with all market caps i.e. largecap, midcap and smallcap stocks. One can invest in this scheme with a minimum of Rs 500 and any amount thereafter in multiples of Rs 1. The benchmark for this scheme is S&P BSE 500 TRI.
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What is an investment strategy
In Bajaj Finserv Flexicap Fund, 94.70% of the investors’ funds are invested in equity and equity related schemes. The remaining amount is invested in Treasury Bills, Reverse Repo / TREPS and Net Current Assets Treasury Bills. Talking about equity, 58.99 percent allocation is done in largecap, 25.21 percent allocation is done in smallcap and 10.51 percent allocation is done in midcap. 5.30 percent amount is invested in cash and other options.
SIP Return: This small cap fund has outperformed all others in 5 years, up to 10 times return on one-time investment, money increased by 224% in SIP
Stocks in the portfolio
Bajaj Finserv Flexicap Fund’s portfolio includes stocks from different sectors across market caps. These include stocks like RIL, ICICI Bank, HDFC Bank, Bharti Airtel, Nestle India, TCS, Sanofi India, Zomato, Kotak Mahindra Bank, Divi’s Lab, GE T&D India, Aarti Industries, State Bank of India, Bajaj Auto, Hitachi Energy, SBI Life, Havells, M&M, SRF, UNO Minda and ABB India.
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What is special about this fund?
Flexibility of the portfolio of flexi cap funds is its biggest feature. There is flexibility in how much money to invest in a particular market cap. You can choose the stock for investment according to the market conditions and trend. There is no restriction on what proportion of money should be invested in equity, large cap, mid cap and small cap. More money can be invested in the category which is giving better returns. This can be changed from time to time.
(Note: Here we have only given information about the returns of mutual funds. This is not an investment advice. There are risks in the market, so take investment decisions only after consulting an advisor.)
