Last opportunity to invest in Bajaj Finserv Small Cap Fund reaches an end today
The Bajaj Finserv Small Cap Fund, an open-ended equity scheme launched by Bajaj Finserv Mutual Fund, aims to generate long-term capital appreciation by primarily investing in small cap stocks. However, it's important to note that there's no guarantee that this investment objective will be achieved.
The fund employs a 3-in-1 strategy that focuses on identifying companies with strong fundamentals, long-term growth potential, and intrinsic value. This approach ensures a bottom-up selection of stocks, with a focus on companies that exhibit sustainable business models, credible fundamentals, and the potential to scale over time.
The Bajaj Finserv Small Cap Fund's investment strategy prioritizes risk management, aiming to preserve capital and minimize downside risk by maintaining a disciplined and data-driven process. The fund allocates 65-100% of its assets to equity and equity-related securities of small cap companies, with the remainder invested in large and mid-cap companies, debt, and money market instruments.
For those considering investing, the minimum application amount during the New Fund Offer (NFO) is Rs. 500 for both lump sum and Systematic Investment Plan (SIP). The NFO opened on June 27, 2025, and closes today, July 11, 2025. Subsequent investments can be made with a minimum of Rs. 100 plus multiples of Re. 1. An exit load of 1% is applicable if the investment is redeemed within six months of allotment.
The Bajaj Finserv Small Cap Fund offers both Growth and IDCW (Income Distribution cum Capital Withdrawal) options. Investors can invest through various online platforms or directly through Bajaj Finserv Mutual Fund's website. The units of Bajaj Finserv Small Cap Fund will be offered at Rs. 10 per unit during the NFO period.
It's essential to remember that mutual fund investments are subject to market risks. To make an informed decision, investors can use an SIP calculator. The small cap sector includes several growing businesses that have the potential to transform into tomorrow's market leaders.
The Bajaj Finserv Small Cap Fund is supported by Bajaj Finserv AMC's proprietary investment philosophy INQUBE. The fund practices careful risk management and focuses on businesses with clear growth visibility instead of speculative bets. Investors can choose between direct or regular plans for their investment.
Investors seeking a long-term growth opportunity with a higher risk appetite may find the Bajaj Finserv Small Cap Fund an attractive option. As with any investment, it's recommended to consult an investment advisor before making a decision.
- The Bajaj Finserv Small Cap Fund focuses on identifying companies with sustainable business models, implying a focus on personal-finance and businesses that may offer long-term growth potential.
- The fund prioritizes risk management, with a disciplined and data-driven process that includes the allocation of investments in various sectors such as equity, debt, and money market instruments.
- For those who are considering investing, the Bajaj Finserv Small Cap Fund offers Growth and IDCW options, with the added opportunity to invest in the small cap sector, which comprises numerous growing businesses that could potentially become tomorrow's financial market leaders.
