The fund uses a megatrend approach to sector and stock selection and invests in over 60 stocks that can benefit from current and future market movements. The fund’s main allocations are in the banking and financial services, pharmaceutical, automotive, technology, chemicals and consumer sectors.
Follow the MEGATRENDS investment strategy. Megatrends are significant, widespread changes with a significant long-term impact on economies, industries and societies. These shifts arise from fundamental changes in technological, regulatory, economic, demographic, environmental and societal changes that drive new opportunities and challenges. Megatrends have a broad influence, shaping various sectors and triggering transformative innovations.
For investors, recognizing and investing in sectors that benefit from these trends can yield significant long-term returns. Early identification and investment in these evolving trends can position investors for long-term success as they are reshaping market dynamics and economic behavior. The fund’s early success can be attributed to the potential of investing in long-term megatrends.
“We are delighted to celebrate the first anniversary of our flagship equity fund. The growth reflects our track record of strategic investment decisions, disciplined risk management and dynamic allocation, all under the banner of megatrend investing. This strategy allowed us to spread investments over time, reducing the impact of market volatility due to geopolitical risks and optimising our entry points. This approach ensured that our fund stayed true to its label, dynamically adjusting market capitalisation allocations and strategically selecting sectors based on changing market conditions,” he said. Ganesh MohanManaging Director, Bajaj Finserv AMC.
“Bajaj Finserv Flexible capitalization fund “It is uniquely positioned to capitalise on the opportunities driven by India’s megatrends in the areas of technology, regulatory, sustainability, demographics, economic and social changes. It has a diversified portfolio that spans across key sectors. The emphasis has been on building a portfolio of quality companies that have strong tailwinds for growth,” he said. Nimesh ChandanCIO, Bajaj Finserv AMC. The Bajaj Finserv Flexi Cap Fund is an open-ended equity fund which aims to generate long-term capital appreciation by investing in equity and equity-related instruments across the market capitalisation. The fund is benchmarked against the BSE 500 TRI index.
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