- Date : 24/07/2023
- Read: 3 mins
Bajaj Finserv Mutual Fund today initiates Flexi Cap Fund, tapping into Megatrends for long-term growth opportunities. Should you consider investing?
In a bid to empower investors with long-term growth opportunities, the Bajaj Finserv Mutual Fund has announced the launch of its first equity scheme, the Bajaj Finserv Flexi Cap Fund. The open-ended equity scheme is strategically designed to invest across market capitalisations, leveraging the 'MEGATRENDS' strategy. This approach, based on powerful long-term changes that impact economies, businesses, and companies, sets it apart from conventional investment schemes.
Available for subscription from today and benchmarked against the S&P BSE 500 TRI, it appears to be a suitable option for investors with a high-risk appetite and long-term investment horizon, offering the opportunity to capitalise on India's high-growth economy.
- Bajaj Finserv Flexi Cap Fund leverages the Megatrends strategy for long-term growth opportunities.
- Megatrends will empower smart buy-and-hold investing for sustainable returns.
- The InQuBe framework will help eliminate biases, enhancing informed investment decisions.
- The Flexi Cap Fund offers flexibility to invest across market caps and sectors.
Spotting MEGATRENDS: The key differentiator
The Bajaj Finserv Flexi Cap Fund focuses on spotting Megatrends, which are long-lasting shifts with the potential to generate substantial value. Unlike traditional investment strategies that heavily rely on past performance, the Flexi Cap Fund employs a forward-looking approach. The fund managers analyse monetisable Megatrends with a large scope and with long-term impact across various sectors, themes, market capitalisations, and geographies.
Investing with a purpose: The InQuBe Framework
To eliminate behavioural biases and enhance investment decision-making, the Bajaj Finserv AMC adopts the InQuBe framework—an amalgamation of Informational, Quantitative, and Behavioural finance. This holistic approach ensures that stock selection is not solely driven by financial data but also by factors under the influence of technological, economic, regulatory, nature, demographic, and social changes.
Offers flexibility and growth
The Bajaj Finserv Flexi Cap Fund offers investors a diverse range of benefits. Its true-to-label nature and potential high active share component make it an attractive option for diversifying portfolios. Investors can welcome companies of all sizes, from small-caps to large-caps, and across sectors, offering 'flexibility' within this category.
Nimesh Chandan's insights: Understanding the approach
Nimesh Chandan, the Chief Investment Officer at Bajaj Finserv Asset Management, highlights the key differentiators of the Flexi Cap Fund. He states that spotting Megatrends enables investors to identify long-term buy-and-hold opportunities, distinguishing them from conventional cyclical, thematic, and factor investing.
Chandan further emphasises the significance of Megatrends in equity returns. By identifying future profit movements and aligning the portfolio accordingly, investors can position themselves strategically to benefit from changing market dynamics.
Why should you invest?
The Bajaj Finserv Flexi Cap Fund is ideally suited for those with a high-risk appetite and a long-term investment horizon. The ability to invest across market capitalisations and sectors offers investors the opportunity to capitalise on India's high-growth economy and diverse sectors contributing to its growth story. Moreover, this fund would help investors minimise the challenges related to asset allocation across various types of funds.
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Disclaimer: This article is intended for general information purposes only and should not be construed as investment or legal advice. You should separately obtain independent advice when making decisions in these areas.