Bajaj Finserv Multicap FUND NFO - Alak Classes

07 February 2025

Bajaj Finserv Multicap FUND NFO

    

Bajaj Finserv Multicap FUND NFO 



Fund Objective - 
  • Long Term Capital Appreciation
  • THE OBJECTIVE OF THE SCHEME IS TO GENERATE LONG TERM CAPITAL APPRECIATION BY INVESTING IN EQUITY AND EQUITY RELATED SECURITIES OF LARGE CAP, MID CAP AND SMALL CAP COMPANIES.
  • No Assurance that the achieved scheme objective.

Basic Details - 

  • Minimum SIP - 500 Rs
  • Minimum Lumpsum - 500 Rs
  • NAV - 10 Rs
  • Start Date - 6 February 2025
  • End Date - 20 February
  • Allotment date - 27 February 2025
  • Benchmark - Nifty 500 Multicap 50:25:25 TRI
  • Locking Period - No Locking Period
  • Scheme Type - Open Ended
  • Plan - Growth
  • Exit Load - 1% If units redeemed/switched out within 6 months from allotment date
  • Stamp Duty - 0.005
  • Risk - Very High Risk
  • Category - Equity Fund
  • Fund Manager - Mr. Nimesh Chandan, Mr. Sorbh Gupta, Mr. Siddharth Chaudhary
  • Plan - Direct & Regular
  •  Equity Allocation - Minimum 75% to Maximum 100%
  • Expanse Ratio - Upto 2.25% if AUM Increase expanse ration decrease

Who Can Invest in this Scheme - 
  • If you think for Contra Approach investing 
  • if you want to invest in Minimum 5 year
  • if your risk appetite is very high
Risk Involve - 
  • Equity Oriented Risk
  • Settlement Risk
  • Valuation Risk
  • Interest Rate Risk
  • Price Risk
  • Credit Risk
  • Liquidity Risk
  • Reinvestment Risk
  • Market Risk
  • Etc .…

Risk-O-Meter - 
  • Benchmark Risk o Meter - Very High Risk
  • Fund Scheme Risk o Meter - Very High Risk


Invest Now - Click here
Watch Scheme Video - Click here
Download Scheme PDF - Click here


Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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