Bajaj Finserv Asset Management Introduces Bajaj Finserv Large and Mid Cap Fund .

Bajaj Finserv Asset Management Introduces Bajaj Finserv Large and Mid Cap Fund .

Bajaj Finserv Large and Mid Cap Fund : Pioneering the concept of ‘Moat Investing’ in large and midcap funds .


  • NFO opens on 6th February 2024, and closes on 20th February 2024
  • The Benchmark Index of the fund is Nifty Large Midcap 250 TRI

Mumbai/Pune, February 5, 2024: Bajaj Finserv Asset Management has announced the launch of a new equity fund ‘Bajaj Finserv Large and Mid Cap Fund’, strategically designed to grow investors’ wealth through ‘Moat Investing’. The fund is an open-ended equity scheme that targets investment in both large-cap and mid-cap stocks, emphasising the concept of economic moats to ensure long-term sustainability and profitability.

Bajaj Finserv Large and Mid Cap Fund uses a unique concept of ‘Economic Moat’ in deciding the asset allocation strategies. An economic moat in investing is like a shield that protects a company’s profits from various future challenges in the business worldThis strategy identifies businesses with rapid growth potential, profit and a sustained competitive edge.

In the current market scenario, both large-caps and a combination of large and mid-caps are trading below long-term averages, creating a favorable risk-reward scenario, especially when compared to the Nifty 500 Index. The strategic emphasis on economic moats in large and mid-cap stocks is derived from their stability amid market fluctuations, and potential for long-term growth. This aligns with Bajaj Finserv AMC’s commitment to delivering lasting value to its investors. Following its investment philosophy, InQuBE, the investment process integrates quantitative attributes, such as Return on Incremental Capital (ROIC) and sustained margins, along with qualitative criteria like pricing power and management quality, ensuring superior information collection and prudent decision-making for market outperformance.

Speaking on the launch of the product, Mr. Ganesh Mohan, CEO, Bajaj Finserv Asset Management, said “This new offering is a testament to our strategic vision and deep understanding of market dynamics. We are capitalising on the growth potential inherent in both large size companies and agile midcap enterprises. This approach allows investors to benefit from the relative stability of established giants and the agility of rising stars.”

He further added, “Our team of seasoned professionals has meticulously curated a portfolio designed to weather market fluctuations and seize growth opportunities built on the unique concept of Moat Investing. In this strategy, our team focuses not only on market leaders but those companies that are able to defend their leadership position.”

Mr. Nimesh Chandan, CIO, Bajaj Finserv Asset Management, highlighted “Large and Mid cap is a category which has many companies with leadership in their businesses. The key characteristic of this fund is stock selection based on Moat Investing strategy. It is a strategy that identifies companies with a competitive advantage which helps them defend their leadership and strong business metrics, resulting in long-term value creation. We endeavour to identify robust businesses across sectors based on bottom analysis of companies and hence creating a diversified portfolio for our investors. We believe that Moat Investing is a robust framework to identify strong business models that have the potential to create long term wealth.

The fund will be jointly managed by Mr. Nimesh Chandan and Mr. Sorbh Gupta on the Equity side and Siddharth Chaudhary on the Debt side.

The new fund offer will open for initial subscription on 6th February, and close on 20th February 2024.

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