Latest news with #INQUBE
The Wire
30-06-2025
- Business
- The Wire
3-in-1: How Bajaj Finserv Small Cap Fund Combines Quality, Growth and Value
Pune, Maharashtra, India (NewsVoir) Small cap funds comprise companies that rank 251st and beyond in terms of market capitalisation, as defined by SEBI guidelines. These businesses often are in their early stages of growth and operate in niche markets. But this is dependent on your willingness to ride out the market cycles. Small cap companies can be more sensitive to stock market changes however with the suitable strategy they can also offer you potential opportunities in the long-term. The Bajaj Finserv Small Cap Fund is built carefully on three key elements – quality, growth and value. Together with Bajaj Finserv AMC's proprietary INQUBE framework, this fund helps navigate market risks while identifying companies that can potentially grow wealth in the long-term. A focused approach to quality When investing in the small cap sector, it is essential to pick companies with sound business fundamentals. You can consider factors like steady earnings, a track record of responsible capital allocation and experienced management to make an informed decision. By having a quality-first approach, the Bajaj Finserv Small Cap Fund aims to potentially reduce the impact of market downsides that often accompany small cap investing. The fund meticulously selects businesses that have robust financials and sustainable competitive advantages. This filter can help the fund managers limit exposure to companies that can be weaker and more susceptible to market conditions. Pursuing long-term growth Small cap companies are often in their formative years, operating in emerging markets. While they may lack the expertise larger companies carry, they can display a stronger potential to help grow wealth in the long run. The Bajaj Finserv Small Cap Fund carefully picks businesses that are scalable, adaptable and a long runway for growth. Here, the focus is not only on short-term performance but also on long-term potential that can withstand different market conditions and evolve with time. This can also include companies that are currently potentially benefiting from megatrends such as formalisation, domestic manufacturing, digital adoption and more. Finding value in under-researched opportunities Small Cap companies are often overlooked due to their relatively lower market capitalisations. This means that fundamentally strong businesses can be valued under their intrinsic value due to temporary setbacks, market movements or other factors. Similarly, the Bajaj Finserv Small Cap Fund targets businesses trading below their intrinsic worth with a potential for turnaround, re-rating or re-discovery by the market in time. This bottom-up approach enables assessing long-term potential rather than chasing short-term price movements. Combining the three pillars: A differentiated approach Each of the three pillars – quality, growth and value, can deliver results individually, but it is their combination that can offer an investor a more holistic portfolio. By not relying on one strategy alone, the fund aims to potentially build diversification in a mutual fund portfolio through companies that are positioned for long-term wealth creation. This 3-in-1 advantage also helps with mitigating market risks and reducing expose to fragile businesses by looking at companies that are not just suitable but also sustainable. Lastly, the focus on value helps avoiding overpaying for future expectations. The role of active management Investing in the small cap sector is not an easy task to manoeuvre. It can be hard to find information on the companies; the businesses can be unstable plus liquidity might vary across stocks. This makes the role of a fund manager relevant when investing in the small cap sector. The Bajaj Finserv Small Cap Fund offers active stock selection, consistent monitoring, and a disciplined rebalancing strategy. With this investment process, the fund is also supported by Bajaj Finserv AMC's INQUBE philosophy that helps in proprietary research and in-house frameworks that assist in identifying potential opportunities while managing risk. Looking at long-term performance potential If you are thinking about investing in small cap funds, having a long-term investment horizon can be a more helpful metric than short-term gains. In this scenario, tools like a CAGR calculator can help you calculate the compound annual growth rate of your investment over a specific period, offering you a detailed picture of potential outcomes. Finally, it is important to note that past performance can not be an indicator of future returns. You should consider your individual goals, investment timeline and risk appetite before investing. 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 director regular plans. To learn more about the investment process, visit Units will be available at a offer price of Rs. 10 per unit during the NFO period (June 27, 2025 – July 11, 2025). Conclusion The Bajaj Finserv Small Cap Fund is structured to explore opportunities in the small cap sector by applying a blend of quality, growth and value. The fund is built with a research-driven approach that can offer investors a suitable entry point into the small cap space while managing market risks. You can consider starting an SIP investment in this scheme. As with any investment, it is essential to consult a financial advisor to understand if the fund aligns with your investment objectives and risk appetite. You can explore tools like a CAGR calculator to evaluate potential returns over time and make an informed 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.).
Fashion Value Chain
30-06-2025
- Business
- Fashion Value Chain
3-in-1: How Bajaj Finserv Small Cap Fund Combines Quality, Growth and Value
Small cap funds comprise companies that rank 251st and beyond in terms of market capitalisation, as defined by SEBI guidelines. These businesses often are in their early stages of growth and operate in niche markets. But this is dependent on your willingness to ride out the market cycles. Small cap companies can be more sensitive to stock market changes however with the suitable strategy they can also offer you potential opportunities in the long-term. Invest in Bajaj Finserv Small Cap Fund with 3-in-1 strategy The Bajaj Finserv Small Cap Fund is built carefully on three key elements – quality, growth and value. Together with Bajaj Finserv AMC's proprietary INQUBE framework, this fund helps navigate market risks while identifying companies that can potentially grow wealth in the long-term. A focused approach to quality When investing in the small cap sector, it is essential to pick companies with sound business fundamentals. You can consider factors like steady earnings, a track record of responsible capital allocation and experienced management to make an informed decision. By having a quality-first approach, the Bajaj Finserv Small Cap Fund aims to potentially reduce the impact of market downsides that often accompany small cap investing. The fund meticulously selects businesses that have robust financials and sustainable competitive advantages. This filter can help the fund managers limit exposure to companies that can be weaker and more susceptible to market conditions. Pursuing long-term growth Small cap companies are often in their formative years, operating in emerging markets. While they may lack the expertise larger companies carry, they can display a stronger potential to help grow wealth in the long run. The Bajaj Finserv Small Cap Fund carefully picks businesses that are scalable, adaptable and a long runway for growth. Here, the focus is not only on short-term performance but also on long-term potential that can withstand different market conditions and evolve with time. This can also include companies that are currently potentially benefiting from megatrends such as formalisation, domestic manufacturing, digital adoption and more. Finding value in under-researched opportunities Small Cap companies are often overlooked due to their relatively lower market capitalisations. This means that fundamentally strong businesses can be valued under their intrinsic value due to temporary setbacks, market movements or other factors. Similarly, the Bajaj Finserv Small Cap Fund targets businesses trading below their intrinsic worth with a potential for turnaround, re-rating or re-discovery by the market in time. This bottom-up approach enables assessing long-term potential rather than chasing short-term price movements. Combining the three pillars: A differentiated approach Each of the three pillars – quality, growth and value, can deliver results individually, but it is their combination that can offer an investor a more holistic portfolio. By not relying on one strategy alone, the fund aims to potentially build diversification in a mutual fund portfolio through companies that are positioned for long-term wealth creation. This 3-in-1 advantage also helps with mitigating market risks and reducing expose to fragile businesses by looking at companies that are not just suitable but also sustainable. Lastly, the focus on value helps avoiding overpaying for future expectations. The role of active management Investing in the small cap sector is not an easy task to manoeuvre. It can be hard to find information on the companies; the businesses can be unstable plus liquidity might vary across stocks. This makes the role of a fund manager relevant when investing in the small cap sector. The Bajaj Finserv Small Cap Fund offers active stock selection, consistent monitoring, and a disciplined rebalancing strategy. With this investment process, the fund is also supported by Bajaj Finserv AMC's INQUBE philosophy that helps in proprietary research and in-house frameworks that assist in identifying potential opportunities while managing risk. Looking at long-term performance potential If you are thinking about investing in small cap funds, having a long-term investment horizon can be a more helpful metric than short-term gains. In this scenario, tools like a CAGR calculator can help you calculate the compound annual growth rate of your investment over a specific period, offering you a detailed picture of potential outcomes. Finally, it is important to note that past performance can not be an indicator of future returns. You should consider your individual goals, investment timeline and risk appetite before investing. 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 director regular plans. To learn more about the investment process, visit Units will be available at a offer price of Rs. 10 per unit during the NFO period (June 27, 2025 – July 11, 2025). Conclusion The Bajaj Finserv Small Cap Fund is structured to explore opportunities in the small cap sector by applying a blend of quality, growth and value. The fund is built with a research-driven approach that can offer investors a suitable entry point into the small cap space while managing market risks. You can consider starting an SIP investment in this scheme. As with any investment, it is essential to consult a financial advisor to understand if the fund aligns with your investment objectives and risk appetite. You can explore tools like a CAGR calculator to evaluate potential returns over time and make an informed investment decision. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
The Wire
27-06-2025
- Business
- The Wire
NFO Alert: Introducing Bajaj Finserv Small Cap Fund
Pune, Maharashtra, India (NewsVoir) Risk is often misunderstood as something to be avoided, but in investing, it's the fuel that can power long-term returns. It's also important to recognize that risk isn't defined by size – sometimes, even large, familiar companies can fail due to issues like poor governance or excessive debt. Long-term outperformance doesn't come from size alone, but from quality, strong governance, and sustainable growth. The key is not to avoid risk, but to understand it, manage it, and potentially use it to your advantage. This is especially true in the small cap space, which tends to be highly volatile. But in investing, higher risk usually means higher potential returns. To tap into the potential of small caps while mitigating risk through research-backed stock selection, the Bajaj Finserv AMC announces the launch of Bajaj Finserv Small Cap Fund with a 3-in-1 advantage: Quality – companies with distinct competitive advantage, Growth – companies with high scalability potential, and Value – companies that are trading at below their intrinsic value. The New Fund Offer period begins on June 27, 2025 and is on till July 11, 2025. Units will be available at a offer price of Rs. 10 during the NFO. What are small cap funds? Small cap companies are businesses ranked 251st and beyond on the basis of market capitalisation on the stock exchange as per SEBI guidelines. They often operate in emerging sectors and may offer higher growth potential over the long term. For instance, in the past half-a-decade, small caps have outpaced large and mid-caps in profit contribution, growing up to 2.5X faster. Source: Ace Equity, Data as on Dec 31, 2024 Alongside this, small cap funds offer a broader diversification, spanning across sectors, themes and offering exposure to the companies powering India's growth story. Source: BSE, Data as on May 31, 2025 Why invest in small caps now? The FY25 market correction has brought down small cap prices, but the fundamentals of several companies remain strong, creating a suitable entry point. Profit growth and return ratios continue to be healthy, highlighting the strength of earnings potential. Source: Ace Equity Many small caps are leading quietly in niche markets, driving innovation and expansion. This makes it a suitable time to make an entry into the small caps market. Why Bajaj Finserv Small Cap Fund? • Three-pronged alpha strategy: A balanced blend of Growth, Quality, and Value styles. • Differentiated investment process: The proprietary INQUBE framework leverages top-down megatrends, bottom-up stock selection, and behavioural insights. • Investment expertise: Bajaj Finserv AMC has a seasoned investment team with deep multi-sector expertise. The company currently has 78 unique small cap holdings across existing funds. The five pillars of Bajaj Finserv Small Cap Fund • Quality: The fund will focus on companies with sound fundamentals, consistent earnings performance, and sustainable competitive advantages. • Growth: Portfolio will comprise businesses with a long-term growth vision, scalable models, and the potential to sustain performance over time. • Undervalued opportunities: The fund identifies stocks trading below their intrinsic value, often strong companies facing temporary mispricing or undergoing business turnarounds. • Leadership: The fund backs emerging category leaders that dominate niche segments and hold high market share in specific micro-markets. • Governance: The portfolio prioritises companies with transparent business practices, aligned promoter interests, and experienced, credible management teams. Plan steady investments in small cap funds One way to build long-term exposure to small caps is through a Systematic Investment Plan. With the help of an SIP calculator, you can plan your SIPs in a small cap fund. An SIP calculator helps you visualise how regular monthly investments can grow over time. SIPs allows you to invest regularly while managing market volatility through rupee-cost averaging. When you use an SIP calculator, you can set realistic goals, stay consistent and take advantage of the power of compounding as well as rupee cost averaging. With an SIP in Bajaj Finserv Small Cap Fund, you can not only explore the small cap sector but also experience potential growth while mitigating risks. How to invest You can invest in the Bajaj Finserv Small Cap Fund both online as well as offline. Any investment you make can be done directly or through a mutual fund distributor. To learn more about the fund and invest, visit New Fund Offer Opens on: Friday, June 27, 2025 New Fund Offer Closes on: Friday, July 11, 2025 Scheme re-opens on: Within five business days of allotment date 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.).
Fashion Value Chain
27-06-2025
- Business
- Fashion Value Chain
NFO Alert: Introducing Bajaj Finserv Small Cap Fund
Risk is often misunderstood as something to be avoided, but in investing, it's the fuel that can power long-term returns. It's also important to recognize that risk isn't defined by size – sometimes, even large, familiar companies can fail due to issues like poor governance or excessive debt. Long-term outperformance doesn't come from size alone, but from quality, strong governance, and sustainable growth. Invest in Bajaj Finserv Small Cap Fund NFO The key is not to avoid risk, but to understand it, manage it, and potentially use it to your advantage. This is especially true in the small cap space, which tends to be highly volatile. But in investing, higher risk usually means higher potential returns. To tap into the potential of small caps while mitigating risk through research-backed stock selection, the Bajaj Finserv AMC announces the launch of Bajaj Finserv Small Cap Fund with a 3-in-1 advantage: Quality – companies with distinct competitive advantage, Growth – companies with high scalability potential, and Value – companies that are trading at below their intrinsic value. The New Fund Offer period begins on June 27, 2025 and is on till July 11, 2025. Units will be available at a offer price of Rs. 10 during the NFO. What are small cap funds Small cap companies are businesses ranked 251st and beyond on the basis of market capitalisation on the stock exchange as per SEBI guidelines. They often operate in emerging sectors and may offer higher growth potential over the long term. For instance, in the past half-a-decade, small caps have outpaced large and mid-caps in profit contribution, growing up to 2.5X faster. Source: Ace Equity, Data as on Dec 31, 2024 Alongside this, small cap funds offer a broader diversification, spanning across sectors, themes and offering exposure to the companies powering India's growth story. Source: BSE, Data as on May 31, 2025 Why invest in small caps now The FY25 market correction has brought down small cap prices, but the fundamentals of several companies remain strong, creating a suitable entry point. Profit growth and return ratios continue to be healthy, highlighting the strength of earnings potential. Source: Ace Equity Many small caps are leading quietly in niche markets, driving innovation and expansion. This makes it a suitable time to make an entry into the small caps market. Why Bajaj Finserv Small Cap Fund Three-pronged alpha strategy : A balanced blend of Growth, Quality, and Value styles. Differentiated investment process : The proprietary INQUBE framework leverages top-down megatrends, bottom-up stock selection, and behavioural insights. Investment expertise: Bajaj Finserv AMC has a seasoned investment team with deep multi-sector expertise. The company currently has 78 unique small cap holdings across existing funds. The five pillars of Bajaj Finserv Small Cap Fund Quality : The fund will focus on companies with sound fundamentals, consistent earnings performance, and sustainable competitive advantages. Growth : Portfolio will comprise businesses with a long-term growth vision, scalable models, and the potential to sustain performance over time. Undervalued opportunities : The fund identifies stocks trading below their intrinsic value, often strong companies facing temporary mispricing or undergoing business turnarounds. Leadership : The fund backs emerging category leaders that dominate niche segments and hold high market share in specific micro-markets. Governance: The portfolio prioritises companies with transparent business practices, aligned promoter interests, and experienced, credible management teams. Plan steady investments in small cap funds One way to build long-term exposure to small caps is through a Systematic Investment Plan. With the help of an SIP calculator, you can plan your SIPs in a small cap fund. An SIP calculator helps you visualise how regular monthly investments can grow over time. SIPs allows you to invest regularly while managing market volatility through rupee-cost averaging. When you use an SIP calculator, you can set realistic goals, stay consistent and take advantage of the power of compounding as well as rupee cost averaging. With an SIP in Bajaj Finserv Small Cap Fund, you can not only explore the small cap sector but also experience potential growth while mitigating risks. How to invest You can invest in the Bajaj Finserv Small Cap Fund both online as well as offline. Any investment you make can be done directly or through a mutual fund distributor. To learn more about the fund and invest, visit New Fund Offer Opens on: Friday, June 27, 2025 New Fund Offer Closes on: Friday, July 11, 2025 Scheme re-opens on: Within five business days of allotment date Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
