Bajaj Finserv

Launches its Mutual Fund Business 6th June 2023

About Bajaj Finserv Asset Management

Bajaj Finserv Asset Management Limited is a wholly owned subsidiary of Bajaj Finserv Limited.

With a future-focused and differentiated investment strategy, the AMC aims to help every Indian achieve their financial goals.

Mutual Fund Launch

Comprehensive set of products across fixed income, hybrid and equity. Aims to meet the needs of diverse investor profiles ranging from retail to HNIs to institutions.

Investment Philosophy

Combine all sources of alpha, namely the Information edge, Quantitative edge and Behavioural edge into a framework, which the AMC calls ‘INQUBE’.

Equity

The AMC adopts a process that is conscious of market inefficiencies and biases.  Three-stage investment process: – Fundamental research      (information edge) – Analysis (analytical edge) – Behavioural edge.

Debt

In the fixed income market, asset quality is crucial. The AMC focuses on borrowers who can repay debt, monitor liquidity and duration, evaluate risk-adjusted returns, and follow investment philosophy for achieving goals.

Mutual Funds

Bajaj Finserv Mutual Fund had filed its first seven schemes with SEBI: – Bajaj Liquid Fund – Bajaj Money Market Fund – Bajaj Overnight Fund – Bajaj Arbitrage Fund – Bajaj Large and Mid-cap Fund – Bajaj Balanced Advantage Fund – Bajaj Flexi Cap Fund

Bajaj Finserv will start rolling out the mutual funds in the next 30 days, starting with fixed income products.