To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity related securities while offering deduction on such investment made in the scheme under Section 80C of the Income Tax Act, 1961. However, there is no assurance that the investment objective of the Scheme will be achieved
Bajaj Finserv ELSS Tax Saver Fund is an actively managed open ended equity scheme that seeks to generate long term capital appreciation by investing 80-100% of total assets in equity and equity related instruments of the companies across different market capitalizations, including large-cap, mid-cap, and small-cap companies. The definition of these company categories is based on SEBI Master Circular for Mutual Funds dated June 27, 2024, and any subsequent amendments by SEBI. Currently, large-cap companies are ranked from the 1(st) to the 100(th) position, mid-cap companies from the 101(st) to the 250(th) position, and small-cap companies from the 251(st) position onwards, based on full market capitalization. The list of stocks will align with the one published by AMFI according to the mentioned circular, and it will be updated every six months. The Fund Manager will seek to invest in companies operating in sectors having large and expanding opportunity with strong growth potential. Within these sectors, the fund will prefer to build a portfolio around companies having competitive advantage to benefit from the underlying opportunity. The fund manager will also seek to balance between growth and valuation while building the portfolio. The fund will identify companies that benefit from trends in the economy, sector, or industry. Competitive advantage in the business helps these companies with either higher or more sustainable growth over a longer term. The broad focus will be around select sectors that are deemed to have growth potential. These sectors may be assessed on the basis of their growth prospects, valuations, and the Fund Manager`s discretion over a medium to long term. Our investment process adheres to the INQUBE investment philosophy, considering key factors such as business fundamentals, management quality, and valuation. The Scheme may also invest a part of its corpus in overseas markets in Global Depository Receipts (GDRs), ADRs, overseas equity, bonds and mutual funds and such other instruments as may be allowed under the Regulations from time to time. The scheme may use Derivatives traded on recognized stock exchanges for the purpose of hedging, portfolio rebalancing and other purposes as may be permitted by SEBI. Although the scheme will predominantly invest in equity and equity related instruments of the companies across different market capitalizations. The scheme intends to use equity derivatives for purposes that may be permitted by SEBI Mutual Fund Regulations from time to time. Derivatives instruments may take the form of Futures, Options, Swaps or any other instrument, as may be permitted from time to time. For detailed derivative strategies, please refer to SAI. The Scheme may use SLBM for earning additional income for the scheme with a lesser degree of risk. Scheme may invest in the units of Mutual Fund schemes of Bajaj Finserv Mutual Fund or any other Mutual Funds in terms of the prevailing SEBI (MF) Regulations. The scheme may take exposure in units of REIT and InvITs at an opportune time to generate income from real estate or infrastructure assets. Investing in units of REITs and InvITs has the potential to generate capital appreciation and regular income streams.
Top Mutual Funds
