Bajaj Finserv Flexi Cap Fund completes one year; crosses Rs 3,500 crore AUM

Bajaj Finserv Flexi Cap Fund has completed one year of operations in the market. The fund delivered robust performance in its first year, giving returns of 41.30% under the regular plan and 43.43% under the direct plan.

The fund uses a megatrends approach for sectoral and stock selection and invests in 60-plus stocks that may benefit from prevailing and upcoming movements in the market. The fund’s top allocations are in banking and financial services, pharmaceuticals, automobiles, technology, chemical and consumer sectors.

It follows the MEGATRENDS investing strategy. Megatrends are significant, widespread changes with a significant long-term impact on economies, industries, and societies. These shifts arise from fundamental changes in technological, regulatory, economic, nature/ environmental demographic and social shifts driving new opportunities and challenges. Megatrends have broad influence, shaping various sectors and sparking transformative innovations.


For investors, recognising and investing in sectors benefiting from these trends may yield substantial long-term returns. Early identification and investment in these evolving trends can position investors for long-term success as they reshape market dynamics and economic behaviour. The early success that the fund has met can be attributed to the potential that Megatrend investing has for the long term.

"We are thrilled to mark the first anniversary of our flagship equity fund. The growth reflects our journey of strategic investment decisions, disciplined risk management, and dynamic allocation, all under the theme of Megatrend Investing. This strategy allowed us to spread investments over time, reducing the impact of market volatility from geopolitical risks and optimizing our entry points. This approach ensured that our fund remained true to its label, dynamically adjusting market cap allocations and strategically selecting sectors based on evolving market conditions,” said Ganesh Mohan, CEO, Bajaj Finserv AMC.

“Bajaj Finserv Flexi Cap Fund is uniquely positioned to tap into India’s megatrend-driven opportunities across technology, regulatory, sustainability, demographics, economic and social changes. It has a diversified portfolio spread across key sectors. Emphasis has been laid on creating a portfolio of quality companies that have strong tailwinds for growth,” said Nimesh Chandan, CIO, Bajaj Finserv AMC.

The Bajaj Finserv Flexi Cap Fund is an open-ended equity scheme, which aims to provide long-term capital appreciation by investing in equity and equity-related instruments across market capitalisation. The fund is benchmarked against BSE 500 TRI.