Latest news with #BajajFinservSmallCapFundNFO
The Wire
3 days ago
- Business
- The Wire
NFO ends today: Last chance to invest in Bajaj Finserv Small Cap Fund
Pune, Maharashtra, India (NewsVoir) The Bajaj Finserv Small Cap Fund NFO closes today. This is the final opportunity for investors to consider participating in a fund that aims to offer a chance to explore the small cap space. An open ended equity scheme predominantly investing in small cap stocks, this small cap fund invests in companies that rank 251st and beyond in terms of market capitalization on the share market as per SEBI guidelines. Small cap funds can be a potential opportunity for investors who have a higher risk appetite and a relatively longer investment horizon. The small cap sector includes several growing businesses that have the potential to transform into tomorrow's market leaders. What is a small cap fund? A small cap fund primarily invests in companies that often in their growth phase and may offer a higher upside potential over long term as compared to more established firms. However, they can also carry higher market risks and may be more sensitive to short-term market movements. The Bajaj Finserv Small Cap Fund aims to identify businesses that have strong fundamentals but are trading below their intrinsic value due to temporary market shifts. The fund is supported by Bajaj Finserv AMC's proprietary investment philosophy INQUBE that ensures bottom-up stock selection and focuses on companies that have sustainable business models, credible fundamentals, and the potential to scale over time. Why consider the Bajaj Finserv Small Cap Fund? The Bajaj Finserv Small Cap Fund may be a suitable option for people with a long-term investment horizon through exposure to the small cap space. The fund's investment philosophy helps scout for undervalued opportunities, emerging category leaders in niche markets and companies with strong governance frameworks. Due to a portfolio that's spread across sectors, it helps mitigate concentrated risk. Additionally, the fund practises careful risk management and aims to potentially vet companies for speculative bets and focus on businesses with clear growth visibility instead. While the small cap segment can be volatile in the short term, it may help you generate potential wealth in the long term. As with any equity investment, it is important to assess whether this fund fits into your overall financial strategy and risk appetite. How to invest You can invest in the Bajaj Finserv Small Cap Fund online through the official Bajaj Finserv AMC website or via authorised mutual fund distributors. You can invest through direct or regular plans, depending on what suits your investment journey. To learn more about the process, visit Units will be offered at Rs. 10 per unit during the NFO period, which may be an entry point for investors looking to potentially build long-term wealth. Conclusion As today marks the closing of Bajaj Finserv Small Cap Fund NFO, use this window of opportunity to evaluate its suitability in your portfolio. With a focus on identifying scalability and sustainability, small cap funds can appeal to investors who are seeking long-term growth and have a higher risk appetite. Investors can consider starting an SIP in this scheme. To make an informed decision, they can also consider making use of an SIP calculator. They can also consult an investment advisor before making an investment decision. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. (Disclaimer: The above press release comes to you under an arrangement with Newsvoir and PTI takes no editorial responsibility for the same.). This is an auto-published feed from PTI with no editorial input from The Wire.
Fashion Value Chain
07-07-2025
- Business
- Fashion Value Chain
Understanding the unique features of Bajaj Finserv Small Cap Fund
The Bajaj Finserv Small Cap Fund is an open ended equity scheme predominantly investing in small cap stocks. It is an equity fund that invests in companies in their early stage of business growth. These companies rank 251st and beyond on the share market in terms of market capitalisation as per SEBI guidelines and they often operate in niche market sectors. As the Bajaj Finserv Small Cap Fund NFO nears its end, this can be a potentially suitable opportunity for you to explore the small cap space. Features of Bajaj Finserv Small Cap Fund Let's explore how the Bajaj Finserv Small Cap Fund may potentially fit into your mutual fund portfolio. Focus on quality to manage volatility Investing in a small cap company comes with its share of volatility. Being new businesses, they are more sensitive to market cycles, funding challenges and competitive pressure. The Bajaj Finserv Small Cap Fund addresses all these challenges through a quality-driven, research-backed stock-selection process. This means that the fund seeks to invest in companies that have strong fundamentals and suitable management practices. By focusing on businesses like these, the fund aims to minimise exposure to speculative companies and build a potentially robust portfolio that may be more suitable in the long run. However, it must be noted that even a quality portfolio cannot be immune to short-term market movements. Targeting long-term scalable growth One of the main objectives of the Bajaj Finserv Small Cap Fund is to select companies that have the capacity to scale in the future. This means that these companies are usually aligned to India's broader structural shifts. This fund also looks for long-term growth stories that are backed by sustainable businesses not just short-term gains. This emphasis on scalable growth, when combined with valuation discipline, is intended to support long-term wealth creation potential for investors. A research-driven and disciplined approach The small cap sectors can often have companies that are under-researched and overlooked. Many have limited analyst coverage or inconsistent disclosures. To overcome this, the Bajaj Finserv Small Cap Fund relies on in-depth analysis and Bajaj Finserv AMC's proprietary INQUBE philosophy to evaluate opportunities. This means scanning companies for their fundamentals, business models, and management track records. The fund management team also takes a meticulous approach to constructing the portfolio, seeking diversification across sectors. Through this active management of the fund, the portfolio may be able to respond to market movements and keep a long-term focus rather than be influenced by short-term switches. Who can consider investing Here's a couple of deciding factors you may consider when investing in the Bajaj Finserv Small Cap Fund: Your risk appetite – If you are someone with a higher risk appetite, this mutual fund may be a suitable option for you Your investment horizon – If you are looking to invest for a longer period, the small cap space may be a potential option to explore Your portfolio diversification – If you are looking to diversify your portfolio, a mutual fund in the small cap segment may be your opportunity to potentially add variety to your portfolio Considering all this, if you are still averse to exploring the small cap segment, you can start with a Systematic Investment Plan in the mutual fund of your choice. In this scenario, doing an SIP in the Bajaj Finserv Small Cap Fund may help you gradually build exposure in the small cap space while mitigating market risks and building long-term participation. You can consider using an SIP calculator to calculate your monthly SIP amount based on your financial goals. How to invest You can invest in the Bajaj Finserv Small Cap Fund online through the official Bajaj Finserv AMC website or via authorised mutual fund distributors. Investments can be made through direct or regular plans. To learn more about the investment process, visit Units will be available at an offer price of Rs. 10 per unit during the NFO period (June 27, 2025 – July 11, 2025). Conclusion If you are looking to venture into small cap investing, the Bajaj Finserv Small Cap Fund may offer you an entry point with its structured and quality-focused approach. The fund invests in companies that are trading under their intrinsic value due to a temporary shift which means that you can add companies with sustainable practices to your portfolio. Before investing, it is advisable to assess whether this fund aligns with your financial goals and risk tolerance. Investors may also explore systematic investing options like SIPs and consult a financial advisor to make a well-informed decision. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
