A lump-sum investment of ₹1 lakh at inception would have grown to approximately ₹1.19 lakh. The fund has delivered a CAGR of 19.19% under the regular plan and 20.91% under the direct plan since inception, the fund house said.
Bajaj Finserv Flexi Cap Fund follows a megatrends-based investment strategy, targeting long-term structural shifts across technology, demographics, regulatory changes, environment, and societal trends.
The fund currently invests in a diversified portfolio of 81 stocks, spanning large-cap, mid-cap, and small-cap companies, with major sector allocations in banking, financial services, pharmaceuticals, IT, consumer durables, retail, industrial products, electrical equipment, and beverages.
Since launch, the fund has attracted investments across 2,52,388 folios.
The scheme is managed by Nimesh Chandan, Sorbh Gupta (Equity), and Siddharth Choudhary (Debt).
Flexi-cap funds with thematic approaches such as megatrends are increasingly gaining traction among investors seeking diversified equity exposure while tapping into structural growth trends.
Experts note that while past performance is not indicative of future returns, disciplined SIP investing in such funds can offer a potential pathway to long-term wealth creation.
Investors should note that mutual fund investments are subject to market risks, and past performance may or may not be sustained in the future. Returns may fluctuate based on market conditions and economic developments.