Bajaj Finserv Mutual Fund launches Bajaj Finserv Large and Mid Cap Fund

NFO period: 06^th February – 20^th February, 2024

Highlights of the NFO:

• Scheme type – An open ended equity scheme investing in both large cap and mid cap stocks


• Investment objective – To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities. However, there is no assurance that the investment objective of the scheme will be achieved.


• Product suitability – The product is suitable for investors who are seeking wealth creation over long term. Open ended equity scheme by investing in both large cap and mid cap stocks.


• Minimum Application Amount – First investment is Rs.500/- and in multiples of Rs.1/- thereafter


• Plan/ Options available – Regular Plan & Direct Plan having Growth option and Income Distribution cum Capital Withdrawal (IDCW) option with Payout of Income Distribution cum Capital Withdrawal sub-option, Reinvestment of Income Distribution cum Capital Withdrawal sub-option and Transfer of Income Distribution cum Capital Withdrawal sub-option.


• Fund Manager – Mr. Nimesh Chandan, Mr. Sorbh Gupta and Mr. Siddharth Chaudhary


• Benchmark – Nifty Large Midcap 250 TRI