myplexus

NFO Monitor

Fund Fact

Name of Funds:

Bajaj Finserv Small Cap

Opening:

27th June 2025

Closing:

11th July 2025

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed within 6 months from the date of allotment.

Fund Stats

Objective:

The objective of the Scheme is to generate long term capital appreciation by investing in equity and equity related securities of small cap companies.

Benchmark:

BSE SMALLCAP

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

PGIM India Small Cap Fund	0.37(6M)	6.02(1Y)
Union Small Cap Fund	-5.25(6M)	21.3(1Y)

Fund Prognosis

Idea Distiller

The small cap in their armory was a telling one and with the launch that has been plugged.

Fund House AAUM:
Rs 2410952.89 Lakhs(as on 30th June, 2025)
Fund Manager:
Combined experience of above 47 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nothing. Too many existing funds to provide ample competition.

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