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Bajaj Finserv Multi Cap Fund

Writer: Team NorthStella WealthTeam NorthStella Wealth


The objective of the scheme is to generate long term capital appreciation by investing in equity and equity related securities of large cap, mid cap and small cap companies.

However, there is no assurance that the investment objective of the scheme will be achieved.




Key Details of the NFO


  • NFO Period: 06 February 2025 To 20 February 2025

  • Investment Objective: An open ended equity scheme investing across large cap, mid cap, small cap stocks

  • Benchmark Index: Nifty 500 Multicap 50:25:25 TRI

  • Minimum Investment: Lumpsum: Rs. 500/- and in multiples of Re. 1/- thereafter.

    SIP: Rs. 500/- and and above (minimum 6 instalments)

  • Exit Load:


  • Risk Level: Very High-risk






Who should invest in Bajaj Finserv Multi Cap Fund?

  • Investors aiming to invest in undervalued opportunities, capitalizing on earnings growth and valuation multiple re-rating

  • Investors looking for sound investment opportunities in times of volatility

  • Investors with a horizon of 5+ years to realise the full potential of contrarian opportunities

  • Investors looking for one stop solution with disciplined exposure to large cap, mid cap and small cap segments





Fund Management Team


The fund is managed by a team of experienced professionals:


  • Nimesh Chandan

    Chief Investment Officer

  • Sorbh Gupta

    Senior Fund Manager - Equity

  • Siddharth Chaudhary

    Senior Fund Manager - Fixed Income



If you’re interested in participating in this NFO, consult a financial advisor for more details.





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