NFO Alert: Introducing Bajaj Finserv Multi Cap Fund with Contrarian Investing



The
stock
market
is
a
vibrant
mix
of
well-established
large
companies,
rising
mid
cap
companies,
and
emerging
small
caps.
Each
offers
different
opportunities
for
potential
long
term
growth.
So
why
should
your
portfolio
limit
itself
to
just
one
market
cap?



Invest
in
Bajaj
Finserv
Multi
Cap
Fund
with
Contrarian
Investing



Bajaj
Finserv
AMC
announces
the
launch
of
the

Bajaj
Finserv
Multi
Cap
Fund
,
an
equity
fund
invests
in
companies
across
the
market
capitalization
spectrum.
The
fund
follows
a
contrarian
investment
approach,
going
against
the
tide
to
spot
undervalued
opportunities
with
long-term
growth
potential.



The
New
Fund
Offer
period
begins
on
Thursday,
February
6,
2025,
and
ends
on
Thursday
,
February
20,
2025.



Read
on
to
learn
more
about
the
Bajaj
Finserv
Multi
Cap
Fund
and
why
it
may
be
a
compelling
investment
opportunity.




Understanding
multi
cap
funds



Multi
cap
funds
are
equity
mutual
funds
that
invest
in
large,
mid
and
small
cap
stocks,
with
a
minimum
25%
allocation
to
each
segment.
Each
market
segment
comes
with
a
unique
set
of
characteristics:




  • Large
    caps

    offer
    relative
    stability
    and
    steady
    long-term
    growth
    potential,
    as
    these
    companies
    are
    well
    established
    and
    typically
    have
    healthy
    fundamentals.




  • Mid
    caps

    offer
    higher
    growth
    potential
    as
    they
    are
    in
    their
    growth
    phase.
    At
    the
    same
    time,
    they
    are
    generally
    less
    volatile
    than
    small
    caps.




  • Small
    caps

    are
    known
    for
    their
    significant
    growth
    potential,
    though
    they
    come
    with
    significant
    risk.




What
is
contrarian
investing?



What
sets
the
Bajaj
Finserv
Multi
Cap
Fund
apart
from
other
funds
in
this
category
is
its
contrarian
investing
approach.
Contrarian
investing,
a
popular
approach
amongst
seasoned
investors,
including
the
likes
of
Warren
Buffet,
has
a
long
history.



In
simple
terms,
contrarian
investing
is
a
strategy
where
investors
go
against
the
crowd.
Instead
of
following
popular
market
trends,
contrarian
investors
look
for
opportunities
in
stocks
that
others
may
be
avoiding
or
undervaluing.
The
idea
is
simple—buy
when
others
are
selling
and
sell
when
others
are
buying.



Contrarian
investing
is
rooted
in
investor
psychology
and
behaviour.
It
rests
on
the
belief
that
markets
often
overreact
or
underreact
to
news,
economic
changes,
or
short-term
challenges.
This
can
lead
to
certain
stocks
being
undervalued,
even
if
the
company
has
strong
long-term
potential.
Contrarian
investors
take
advantage
of
this
by
investing
in
these
overlooked
stocks
and
waiting
for
the
market
to
recognize
their
true
value.




Advantages
of
contrarian
investing




  1. Buying
    at
    lower
    prices
    :
    Since
    contrarian
    investors
    focus
    on
    undervalued
    stocks,
    they
    can
    buy
    at
    lower
    prices
    and
    potentially
    benefit
    if
    the
    stock’s
    value
    is
    realised.




  2. Higher
    return
    potential
    :
    When
    the
    market
    corrects
    its
    view
    and
    the
    stock
    price
    rises,
    contrarian
    investors
    can
    earn
    significant
    profits.




  3. Less
    competition
    :
    Since
    most
    investors
    follow
    trends,
    contrarian
    investors
    face
    less
    competition
    in
    buying
    good
    stocks
    at
    bargain
    prices.




  4. Avoiding
    market
    bubbles
    :
    By
    not
    following
    the
    crowd,
    contrarian
    investors
    can
    avoid
    investing
    in
    overpriced
    stocks
    that
    may
    crash
    later.




  5. Margin
    of
    stability
    :
    Buying
    undervalued
    stocks
    provides
    a
    cushion
    against
    losses,
    as
    the
    stock
    is
    already
    priced
    lower
    than
    its
    true
    worth,
    reducing
    the
    risk
    of
    major
    downside.



However,
contrarian
investing
requires
patience,
confidence
and
thorough
market
knowledge
and
investing
expertise
to
make
suitable
contrarian
bets.
Not
all
poor-performing
stocks
are
necessarily
undervalued
and
not
all
undervalued
stocks
recover.



This
is
where
the
Bajaj
Finserv
Multi
Cap
Fund
comes
in.
Managed
by
investment
experts,
the
fund
helps
investors
leverage
these
sophisticated
investment
strategies
even
if
they
don’t
have
the
knowledge
or
resources
to
do
so
independently.




Bajaj
Finserv
Multi
Cap
Fund:
Scheme
details



As
we
can
see,
the
Bajaj
Finserv
Multi
Cap
Fund
offers
a
unique
opportunity
to
investors.
You
can
purchase
units
at
a
face
value
of
Rs.
10
each
during
the
NFO
period
or
at
the
prevailing
Net
Asset
Value
when
the
scheme
reopens
for
subscription



Bajaj
Finserv
Multi
Cap
Fund

Scheme
Features



NFO
Period



 Thursday,
February
06,
2025
– 
Thursday,
February
20,
2025



Scheme
Type



An
open
ended
equity
scheme
investing
across
large
cap,
mid
cap,
small
cap
stocks



Plans



Regular
Plan
|
Direct
Plan



Option



Growth
|
IDCW



Minimum
Application
Amount



Rs.
500
(Plus
multiples
of
Re.1)



Minimum
Additional
Application



Rs.
100
(Plus
multiples
of
Re.1)



Entry
Load



Nil



Exit
Load



If
units
are
redeemed/
switched
out:

Within
6
months
from
the
date
of
allotment



Upto
10%
of
units
held

Nil



Remaining
90%
0f
units
held

1%
of
applicable
NAV

After
6
months
from
the
date
of
allotment

Nil



Fund
Manager



Equity
Portion:
Mr.
Nimesh
Chandan
&
Mr.
Sorbh
Gupta
Debt
Portion:
Mr.
Siddharth
Chaudhary



Benchmark
Index



Nifty
500
Multicap
50:25:25
TRI



SIP/
SWP/
STP



Available



Investment
options
start
from
Rs.
500
(Systematic
Investment
Plan
 or
SIP
as
well
as
lumpsum).
Starting
6th
February
2025,
individuals
can
invest
in
this
scheme
directly
through
Bajaj
Finserv
AMC
by
visiting

www.bajajamc.com
.
They
can
also
invest
through
registered
mutual
fund
distributors.
Additionally,
they
can
invest
through
aggregator
platforms
or
through
our
Registrar
and
Transfer
Agent
KFintech.
Both
online
and
offline
investment
options
are
available.




Mutual
Fund
investments
are
subject
to
market
risks,
read
all
scheme
related
documents
carefully.



This
document
should
not
be
treated
as
endorsement
of
the
views/opinions
or
as
investment
advice.
This
document
should
not
be
construed
as
a
research
report
or
a
recommendation
to
buy
or
sell
any
security.
This
document
is
for
information
purpose
only
and
should
not
be
construed
as
a
promise
on
minimum
returns
or
safeguard
of
capital.
This
document
alone
is
not
sufficient
and
should
not
be
used
for
the
development
or
implementation
of
an
investment
strategy.
The
recipient
should
note
and
understand
that
the
information
provided
above
may
not
contain
all
the
material
aspects
relevant
for
making
an
investment
decision.
Investors
are
advised
to
consult
their
own
investment
advisor
before
making
any
investment
decision
in
light
of
their
risk
appetite,
investment
goals
and
horizon.
This
information
is
subject
to
change
without
any
prior
notice.