Bajaj Finserv Asset Management Company (AMC) is celebrating the second anniversary of its flagship equity offering, the Bajaj Finserv Flexi Cap Fund, which employs a strategy focused on ‘Megatrends’. As of August 31, 2025, the fund has successfully increased its assets under management (AUM) to ₹5,410.04 crore within just two years. Since its inception, the fund has demonstrated impressive returns, achieving a compounded annual growth rate (CAGR) of 19.19%* for the regular plan and 20.91%* for the direct plan. The fund’s investment strategy revolves around capitalizing on long-term structural changes in areas including technology, regulations, demographics, the environment, and societal shifts.
By identifying and investing in sectors poised to benefit from these expansive trends, the fund aims to provide sustainable, long-term growth. Currently, it holds a diversified portfolio of 81 stocks, each chosen for its potential to thrive in changing market conditions. The fund maintains a balanced allocation across large cap, mid cap, and small cap sectors, with significant investments in banking, financial services, pharmaceuticals, biotechnology, electrical equipment, industrial products, retail, consumer durables, IT software, real estate, and beverages. Launched in August 2023, the Bajaj Finserv Flexi Cap Fund has consistently attracted investor interest, expanding to 252,388 folios as of August 31, 2025, highlighting investor trust and the fund’s responsive approach to varying market capitalizations.
The fund is benchmarked against the BSE 500 TRI, capturing opportunities across different market segments and rapidly establishing itself as one of the fastest-growing products in Bajaj Finserv AMC’s lineup. Ganesh Mohan, Managing Director of Bajaj Finserv AMC, remarked on the milestone, stating, “The flexicap fund was our flagship equity fund that we launched with a differentiated megatrend theme. At the 2-year anniversary of the fund, I am happy to see the way the fund has grown and performed. The growth of the fund reflects the trust our investors and distributors have placed in us, and the strong performance showcases our unique investment philosophy and processes at Bajaj Finserv AMC.
Moving forward, we aim to create sustainable long-term wealth for all Indians through innovative, true-to-label funds with an agile, process-driven approach to investment management.” Nimesh Chandan, Chief Investment Officer at Bajaj Finserv AMC, added, “Bajaj Finserv Flexi Cap Fund is a true-to-label flexi cap fund that invests in businesses benefiting from long-term megatrends. The fund utilizes our proprietary INQUBE investment philosophy, which combines information, quantitative, and behavioral insights to facilitate efficient stock selection and allocation. Instead of merely following market trends, the fund seeks to anticipate them by investing in companies aligned with future profit opportunities.
This strategy results in a high active share, enabling the fund to seize opportunities arising from economic structural changes and generate sustainable long-term value.” Since its launch in 2023, Bajaj Finserv AMC has expanded significantly, now offering a diverse range of products with 17 active schemes (8 equity, 5 debt, and 4 hybrid) and 5 passive schemes. *Source: Internal Data As of August 29, 2025 (Since Inception Annualized Return). Past performance may or may not be sustained in the future. Disclaimer: Mutual Fund Investments are subject to market risks; read all scheme-related documents carefully. Statutory Disclosure: Bajaj Finserv Flexi Cap Fund Returns as of August 29, 2025. Past performance may or may not be sustained in the future.
Different plans, i.e., Regular Plan and Direct Plan, under the scheme have different expense structures. Benchmark: BSE 500 TRI. Additional Benchmark: Nifty 50 TRI. Inception Date: August 14, 2023. Returns greater than 1 year are compounded annualized. Face Value per unit: ₹10.