Bajaj Finserv has launched a New Fund Offering (NFO) with its Multi Cap Fund – Regular (G), opening doors for investors looking to diversify across large, mid, and small-cap stocks. The open-ended equity scheme aims for long-term capital appreciation by investing in companies of varying market capitalisations.
Metrics | Details |
Category | Equity (Diversified) |
Scheme Type | Open-ended |
Risk Level | Very High |
Minimum Investment | ₹500 |
Incremental Investment | ₹100 |
NAV Calculation | Daily |
Fund Manager | Nimesh Chandan |
The NFO opens on February 6, 2025, and will be available for subscription until February 20, 2025. Investors can enter with a minimum investment of ₹500, with additional investments in increments of ₹100. Since it is an open-ended scheme, investors can continue investing even after the NFO period ends.
However, an exit load may apply if units are redeemed within a specific timeframe, details of which will be disclosed in the scheme documents.
A multi-cap fund offers exposure to a mix of large, mid, and small-cap stocks, balancing stability with growth potential. Large-cap companies provide reliability, mid-cap stocks offer growth opportunities, and small-cap investments introduce high-risk, high-reward possibilities. This approach helps spread risk while capturing potential across market segments.
The Bajaj Finserv Multi Cap Fund is for investors seeking long-term capital appreciation. While the scheme aims to deliver returns by investing in equity and equity-related instruments across market capitalizations, there is no guarantee of achieving its stated objective. Given its very high risk level, investors should align their financial goals and risk appetite before committing funds.
With daily NAV calculations, transparent pricing, and fund management by Nimesh Chandan, the scheme presents an option for those looking to diversify their equity investments across market caps. Investors should evaluate the fund’s strategy in alignment with their portfolio goals before subscribing.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Published on: Feb 5, 2025, 2:19 PM IST
Team Angel One
We're Live on WhatsApp! Join our channel for market insights & updates