Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Bajaj Finserv Flexicap
  • Opening:
    24th July 2023
  • Closing:
    7th August 2023
  • Scheme Type:
    Open Ended Equity Flexi Cap Fund
  • Minimum Investment:
    Rs. 500 and in multiples of Re. 1.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed/switched out exceeds 10% of allotted units within 6 months from allotment date
  • Thereafter:
    Nil

Fund Stats

Objective

To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalisation.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Axis Flexi Cap Fund 13.36(6M) 9.69(1Y)
HDFC Flexi Cap Fund 15.31(6M) 24.89(1Y)

Fund Prognosis

Idea Distiller

A dated segment but with a new investment outlook. Something that the fund house is harping upon - The MEGATREND investment method.

  • Fund House AAUM:

  • Rs. 0

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

A new thought in an established segment implies lot of thought for differentiation. And it is method driven, so it ticks the right boxes for me. I am very excited.