Returns
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Risk
This fund has Very High risk.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
As per SEBI's Riskometer.
More Details about Risk
Portfolio of Bajaj Finserv Flexi Cap Fund - Direct Plan
Asset Allocation
Split between different types of investments
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Market Cap Weightage
Split between categories of Equity investments
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Portfolio Breakdown
Peer Comparison
Fund name | Rating | VR Opinion | Risk | Return (%) | Expense Ratio (%) | |
---|---|---|---|---|---|---|
Bajaj Finserv Flexi Cap Fund - Direct Plan | Unrated | Very High | loading... | 0.41 | ||
Very High | loading... | 0.63 | ||||
Very High | loading... | 0.77 | ||||
Very High | loading... | 0.95 | ||||
Very High | loading... | 0.73 |
Other details of Bajaj Finserv Flexi Cap Fund - Direct Plan
Assets
₹3,613 Cr
Exit Load (Days)
1.00 (180)
Min. Investment (₹)
500
Min. Withdrawal (₹)
500
Min. SIP Investment (₹)
500
Min. No of Cheques
60
More Details
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalisation.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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