Bajaj Finserv Large and Mid Cap Fund: Bajaj Finserv Asset Management has launched a new equity fund 'Bajaj Finserv Large and Mid Cap Fund' (Bajaj Finserv Large and Mid Cap Fund) Launch has been announced. It is designed to enhance investors' wealth through strategic 'fat investing' i.e. investing in stocks of companies trading at attractive valuations. The fund is an open-ended equity scheme that invests in both large-cap and mid-cap categories of stocks, with a focus on ensuring long-term stability and better returns.
Bajaj Finserv Large & Mid Cap Fund uses a unique concept of 'Economic Moat' in deciding the asset allocation strategy. 'Economic Moot' in investment is like a security shield, which protects the company's profits from many future challenges in the business world. This strategy identifies businesses with the potential for rapid growth, profitability and sustained competitive edge. The fund will be jointly managed by Nimesh Chandan and Saurabh Gupta on the equity side and Siddharth Chaudhary on the debt side. New Fund Offer (mutual funds) Will open for initial subscription on 6 February 2024 and will close on 20 February 2024.
favorable risk-reward opportunity
In the current market environment, both largecaps and a combination of large and midcaps are trading below their long-term averages, creating a favorable risk-reward opportunity, especially when compared to the Nifty 500 index. Strategic emphasis on economic moat (a special advantage of a company over its competitors, which allows it to increase its market share and profits) in large and midcap stocks is important for their stability amid market fluctuations and growth in the long term. Taken from capacity. This is in line with Bajaj Finserv AMC's commitment to provide sustainable value to its investors.
benefit of growth potential
On the launch of this scheme, Ganesh Mohan, CEO, Bajaj Finserv Asset Management said that this new offering is a testament to our strategic thinking and deep understanding of market dynamics. We are taking advantage of the growth potential of both large-cap companies and fast-growing mid-cap companies. This approach allows investors to benefit from the relative stability of firmly established giants and the growth of fast-rising stars in the market. Our team of experienced professionals carefully select our portfolio to weather market fluctuations and take advantage of growth opportunities built on the unique concept of 'Mot Investment' (investing in stocks of companies trading at attractive valuations for better returns). Have prepared a portfolio. In this strategy, our team not only focuses on market leaders, but also on companies that are able to maintain their leadership position.
Stock Selection based on Moat Investing Strategy
Nimesh Chandan, CIO, Bajaj Finserv Asset Management, said that large and mid cap is a category in which many companies lead their business. The key feature of this fund is stock selection based on broad investment strategy. It is a strategy that identifies companies with competitive advantages that helps them protect their leadership and strong business metrics. Due to which long term value is created. We try to identify companies with strong businesses in different sectors on the basis of analysis of companies from every perspective (e.g. growth potential of the company, cash or debt position, management, business model). Thus creating a diversified portfolio for your investors. We believe Mot Investing is a robust framework for identifying strong business models that have the potential to deliver high returns over the long term.