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Posted by Ravikumar.

All You Need to Know about BAJAJ FINSERV MULTI CAP FUND. NFO review in Details

A Lot of people are confused about Flexicap fund and Multi Cap fund. OK I will solve your confusion. Flexible Allocation: Flexicap funds have the flexibility to invest in any market cap segment without any restriction on the minimum allocation.  The fund manager has the discretion to decide the proportion of investment in each market cap segment based on market conditions and opportunities. Multicap Funds:  Multicap funds are required by SEBI (Securities and Exchange Board of India) to invest a minimum of 25% of their assets in each of the three market cap segments (large-cap, mid-cap, and small-cap). This ensures a diversified exposure across market capitalizations.  Thats it! The greatest opportunities lay in investments that others ignore or dismiss due to behavioral biases   - Howard Marks Well, Bajaj Finserv Multi Cap Fund will be using Contra investment method with the rule of Multi Cap Fund guided by SEBI How Contra Investment Works Identify Market Trend...
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Bajaj Finserv Multi Cap Fund | All Information you need to know before Investing

Bajaj Finserv Multi Cap Fund will follow rule based investment method set by SEBI. Like the rules are simple as below.

Compulsory allocation of 

25% in Large cap

25% in Midcap

25% in Smallcap

rest 25% can be invested dynamically in Large, Mid or Small Cap

Facts You should Know before investing.

Bajaj Finserv Multicap Fund Scheme Features

NFO dates: 

  • Open date 06 Feb 2025
  • Close date 20 Feb 2025

Scheme Type : An open ended equity scheme investing across large cap, mid cap, small cap stocks

Plans : Regular Plan | Direct Plan

Option : Growth | IDCW

Minimum Application Amount : Rs. 500 (Plus multiples of Re.1)

Minimum Additional Application : Rs. 100 (Plus multiples of Re.1)

Entry Load : Not Applicable

Exit Load If units are redeemed/ switched out:

  • Within 6 months from the date of allotment - 1% of applicable NAV
  • More than 6 months from the date of allotment – Nil

Fund Manager : 

  • Equity Portion: Mr. Nimesh Chandan & Mr. Sorbh Gupta
  • Debt Portion: Mr. Siddharth Chaudhary

Benchmark Index:  Nifty 500 Multicap 50:25:25 TRI

Available in :  SIP / STP / SWP

Want to Invest in this Fund Click Here  (Authentic Bajaj Finserv Mutual Fund Link)


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