CNN Central News & Network–ITDC India Epress/ITDC News Bhopal: Strategic investing is a long game. This is especially so for equity-oriented mutual funds, which can be volatile in the short-term but offer significant wealth-building potential over time.
This future-focused view is at the heart of the Bajaj Finserv Flexi Cap Fund’s investment strategy. The scheme stands apart for its MEGATRENDS approach, which involves investing in powerful forces that can result in fundamental and lasting changes in economies and societies.
This article tells you more about the Bajaj Finserv Flexi Cap Fund and tips on optimising return potential when investing.
What are flexi cap funds?
Flexi cap funds are equity mutual funds that can invest in listed companies of all sizes: large cap, mid cap and small cap. These funds are dynamically managed, meaning they can freely adjust the portfolio allocation based on changing market conditions. There is no minimum allocation that needs to be maintained for each market capitalization, which means that fund managers can flexibly respond to changing market conditions and seek to capitalise on opportunities across different sectors and company sizes.
This diversified approach can help reduce risks and optimise return potential.
Investing in MEGATRENDS
One of the key strategies of the Bajaj Finserv Flexi Cap Fund is megatrends investing. Megatrends are powerful, long-term shifts in the economy, technology, and society that have a lasting impact. Examples include digitalisation, artificial intelligence, renewable energy, urbanisation etc. These changes can last for years, even decades, offering substantial growth potential for investors who can capitalise on them early.
The Bajaj Finserv Flexi Cap Fund seeks to identify these future winners and invest in companies that are positioned to benefit from these megatrends.
How to optimise your return potential with Bajaj Finserv Flexi Cap Fund
While returns depend on market conditions and the fund manager’s approach, here are some things that you, as an investor, can do to make the most of your investment strategy.
- Opt for SIP top-up
One of the simplest ways to invest in mutual funds is through a Systematic Investment Plan (SIP). SIPs allow you to invest a fixed amount regularly (daily, weekly, monthly, quarterly etc.), helping you build wealth over time through affordable instalments.
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