myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bajaj Finserv Flexicap

Opening:

24th July 2023

Closing:

7th August 2023

Minimum Investment:

Rs. 500 and in multiples of Re. 1.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units redeemed/switched out exceeds 10% of allotted units within 6 months from allotment date

Fund Stats

Objective:

To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalisation.

Benchmark:

BSE 500

Fund Manager:

Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

Axis Flexi Cap Fund	13.36(6M)	9.69(1Y)
HDFC Flexi Cap Fund	15.31(6M)	24.89(1Y)

Fund Prognosis

Idea Distiller

A dated segment but with a new investment outlook. Something that the fund house is harping upon - The MEGATREND investment method.

Fund House AAUM:
Rs. 0
Fund Manager:
Combined experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A new thought in an established segment implies lot of thought for differentiation. And it is method driven, so it ticks the right boxes for me. I am very excited.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028