The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved.
The Bajaj Finserv Multi Cap Fund is an open ended actively managed equity scheme aims to provide long-term capital appreciation by investing75-100% of total assets in equity and equity related securities of large cap, mid cap and small cap companies. The Scheme will maintain a minimum exposure of 25% of its total assets in each market cap category viz. large cap, mid cap and small cap. The scheme would invest in stocks across market capitalization and will remain diversified across key sectors and economic variables. The investment strategy for the Fund will focus on a contrarian approach within the equity segment, supported by our INQUBE investment philosophy. The strategy provides a structured framework to identify and invest in fundamentally strong companies that appear attractively valued. The contrarian strategy seeks to capitalize on market inefficiencies, such as potential undervaluation resulting from market overreaction to minor negative events or under reaction to significant positive developments. INQUBE, our investment philosophy, aids this approach by integrating disciplined research and rigorous evaluation of business fundamentals, management quality, and valuation to uncover opportunities in underappreciated sectors or stocks. The investment philosophy also helps in identifying market overreaction and under reaction. This enables the fund to capitalize on potential long-term growth opportunities that are not currently in market favour, including turnaround opportunities and businesses undergoing transformational change. 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. 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 to earn 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 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 take exposure in units of REIT and InvITs at an opportune real estate or infrastructure assets. Investing in units of REITs and InvITs has the potential to generate capital appreciation and regular income streams.