Bajaj Finserv Flexi Cap Fund Achieves Over 40% Growth in Inaugural Year

Bajaj Finserv AMC's first equity fund, the Bajaj Finserv Flexi Cap Fund, delivered impressive returns of over 40% in its first year. The fund employs a MEGATRENDS strategy, maintaining diverse market allocations and low turnover. This approach focuses on long-term growth and resilience, leveraging emerging global trends.

Bajaj Finserv AMC's inaugural equity fund, the Bajaj Finserv Flexi Cap Fund, has posted remarkable returns of 41.30% under the regular plan and 43.43% under the direct plan in its first year. The fund's robust performance is attributed to its future-focused MEGATRENDS strategy, which has effectively navigated market fluctuations to deliver consistent growth.

Adhering to its diverse allocation across market capitalisations, the Bajaj Finserv Flexi Cap Fund has remained true to its label by maintaining a low turnover ratio. This strategic approach emphasizes enduring trends rather than short-term gains, reflected in the fund's impressive growth and notably low beta ratio.

The MEGATRENDS strategy at the heart of the fund focuses on identifying long-term global shifts that influence various sectors. Key trends include technological innovations, regulatory changes, economic shifts, sustainability efforts, demographic changes, and evolving social values, providing significant growth potential for investors.

(With inputs from agencies.)