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Bajaj Finserv Files Draft for Large Cap Fund with SEBI

21 June 20244 mins read by Angel One
Bajaj Finserv has recently filed a draft with SEBI for its new Bajaj Finserv Large Cap Fund. This fund is an open-ended equity scheme predominantly investing in large-cap stocks
Bajaj Finserv Files Draft for Large Cap Fund with SEBI
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Bajaj Finserv has recently filed a draft with SEBI for its new Bajaj Finserv Large Cap Fund. This fund is an open-ended equity scheme predominantly investing in large-cap stocks, aimed at long-term wealth creation.

Fund Overview

  • Scheme Type:Bajaj Finserv Large Cap Fund is categorized as a large cap fund. It primarily invests in equity and equity-related instruments of large-cap companies.
  • Suitable For:This product is suitable for investors seeking wealth creation over the long term by investing predominantly in equity and equity-related instruments of large-cap companies.
  • Benchmark: The benchmark for this scheme is the Nifty 100 TRI index.

Investment Plans

Available Plans:

  • Bajaj Finserv Large Cap Fund – Direct Plan
  • Bajaj Finserv Large Cap Fund – Regular Plan

Application and Investment Details

Minimum Application Amount/Switch In

During NFO (New Fund Offer)

  • Minimum Lump Sum Investment: Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Systematic Investment Plan (SIP): Rs. 500 and above, with a minimum of 6 installments.

During Ongoing Offer

Fresh Purchase (Lump Sum): Rs. 500/- and in multiples of Re. 1/- thereafter.

Systematic Investment Plan (SIP): Rs. 500 and above, with a minimum of 6 installments.

Minimum Amount for Switch-In: Rs. 500 and in multiples of Re. 1.

Minimum Additional Purchase Amount

On an ongoing basis: Rs. 100/- and in multiples of Re. 1/- thereafter.

Allocation Strategy

Indicative Allocations:

Instruments Indicative Allocations
  Minimum Maximum
Equity & Equity related securities of large-cap companies 80 100
Equities & Equity related securities of other than large-cap companies, equity & equity related securities of foreign companies 0 20
Debt and Money Market Instruments 0 20
Units issued by REITs and InvITS 0 10

Fund Management Team

The Bajaj Finserv Large Cap Fund will be managed by a proficient team comprising Mr. Nimesh Chandan, Mr. Siddharth Chaudhary, and Mr. Sorbh Gupta.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.

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