top of page

Exploring the Unveiling of Bajaj Finserv Multicap Fund: A Timely Opportunity for Investors

Writer's picture: Jai prakash Jai prakash

Eye-level view of stock market trends with financial graphs
An illustration of financial graphs representing market trends

Introduction

Bajaj Finserv Mutual Fund has announced the launch of its Bajaj Finserv Multi Cap Fund, an open-ended equity scheme designed to capitalize on undervalued opportunities across large-cap, mid-cap, and small-cap stocks. With the New Fund Offer (NFO) opening on February 6, 2025, and closing on February 20, 2025, this fund aims to blend diversification with a disciplined contrarian strategy to deliver long-term wealth creation


Key Features of the Bajaj Finserv Multi Cap Fund

  1. Contrarian Investment Strategy The fund adopts a contrarian approach, targeting undervalued stocks overlooked by the broader market. By identifying pricing inefficiencies, turnaround stories, and companies poised for cyclical growth, it seeks to capitalize on market overreactions and underreactions.

  2. Balanced Market Cap Allocation

    Minimum 25% allocation to large-cap, mid-cap, and small-cap stocks each, ensuring diversified exposure.

    Remaining 25% allocated flexibly across market caps for tactical adjustments 4.

  3. Benchmark & Philosophy

    Benchmark: Nifty 500 Multicap 50:25:25 TRI Index.

    INQUBE Investment Philosophy: Combines behavioral insights, quantitative analysis, and rigorous research to identify undervalued sectors and companies.

  4. Fund Management

    Equity Portfolio: Managed by Nimesh Chandan (CIO) and Sorbh Gupta, leveraging 24+ years of market experience.

    Debt Portion: Overseen by Siddharth Chaudhary for stability.

  5. Investment Flexibility

    Minimum Investment: ₹500 (lumpsum/SIP) with additional investments starting at ₹100.

    Exit Load: 1% on redemptions exceeding 10% within six months; no exit load after six months

Why Consider This Fund?

  • Diversification: Exposure to all market segments reduces concentration risk while capturing growth across business cycles.

  • Margin of Safety: Contrarian investing allows buying undervalued stocks at lower prices, offering a cushion against volatility.

  • Long-Term Focus: Ideal for investors with a 5+ year horizon to ride out market cycles and realize full potential

Who Should Invest?

  • Investors seeking high-risk, high-reward opportunities in undervalued assets.

  • Those comfortable with market fluctuations and aiming for sustainable wealth creation.

  • Individuals looking to diversify beyond single-market-cap funds


Performance Comparison: Leading multi cap funds

The table below compares the performance of leading multi cap fund:


Scheme Name

NAV

Launch Date

AUM (Crore)

TER (%)

Rtn (%)

Rank

Rtn (%)

Rank

Rtn (%)

Rank

Rtn (%)

Rank

Rtn (%)


Kotak Multicap Fund Reg Gr

18.01

03-09-2021

16,065

1.65

12.57

11/24

22.46

1/13

-

-

-

-

19.27


Nippon India Multi Cap Gr Gr

272.43

25-03-2005

39,385

1.55

15.56

7/24

21.97

2/13

22.86

2/8

13.55

4/6

18.09


HDFC Multi Cap Fund Gr

17.67

05-12-2021

16,884

1.68

10.14

18/24

19.92

3/13

-

-

-

-

19.69


Axis Multicap Fund Reg Gr

16.78

05-12-2021

7,041

1.79

20.62

1/24

19.51

4/13

-

-

-

-

18.0


ICICI Pru Multi Cap Gr

748.97

01-10-1994

14,019

1.75

13.94

10/24

18.51

5/13

20.35

5/8

14.1

2/6

15.27


*Returns shown above are as on Feb 04, 2025

Expert Insights

Ganesh Mohan (CEO, Bajaj Finserv AMC):“This fund unlocks hidden value in overlooked assets, combining contrarian strategies with disciplined allocation to build sustainable wealth” .

Nimesh Chandan (CIO):“Our framework ensures equal opportunities to discover undervalued ideas across market caps, supported by data-driven insights”

Conclusion

The Bajaj Finserv Multi Cap Fund offers a unique blend of contrarian investing and balanced diversification, making it a compelling choice for investors aiming to capitalize on undervalued opportunities. With its structured approach and expert management, the fund aligns well with long-term wealth creation goals.

Disclaimer: Mutual fund investments are subject to market risks. Read the Scheme Information Document (SID) carefully before investing



 


 

For any query/suggestions please allow to us to call you by filling below details


 

You can also contact us via WhatsApp



You can join to us on telegram



 

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by Bajaj Finserv Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

13 views0 comments

Recent Posts

See All

Comments


Subscribe to our Blogs & Newsletter

Phone : +91-9837346090

Disclaimer

The author of this Blog is a AMFI registered Distributor. None of his blog or articles to be treated as advice of investments. These are just educational in nature.

 

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

While all efforts have been taken to make this web site as authentic as possible, please refer to the print versions, notified Gazette copies of Acts/Rules/Regulations for authentic version or for use before any authority. We will not be responsible for any loss to any person/entity caused by any short-coming, defect or inaccuracy inadvertently or otherwise crept in our Blog Page

bottom of page