~ Backed by a Moat-Investing Strategy, the fund delivers a cumulative alpha of 8.07%* in the direct plan and 6.45%* in the regular plan
Bengaluru, 27 March, 2025: Bajaj Finserv AMC has marked the first anniversary of its Bajaj Finserv Large & Mid Cap Fund. In its inaugural year, the fund outperformed its benchmark, the Nifty Large Midcap 250 TRI, delivering a cumulative alpha of 8.07% in the Direct Plan and 6.45% in the Regular Plan.
Bajaj Finserv Large and Mid cap fund is an open ended equity fund investing in large and mid cap stocks, that sets itself apart with its MOAT investing strategy. The stock selection largely focuses on quality-oriented companies with strong economic moats – distinct competitive advantages that can give companies a long-term edge over their peers.
The fund currently focuses on 69 high-quality stocks with strong economic moats such as management strength, cost advantages, economies of sale, switching costs, brand strength, and patent. The fund seeks to stay resilient to market fluctuations and keep its focus on high quality businesses that can sustain profitability over time. This helps the fund create a well-diversified portfolio built for long-term wealth creation.
Speaking on the milestone, Ganesh Mohan, Chief Executive Officer, Bajaj Finserv AMC, said, “Our Large and Mid-Cap Fund was launched last year with a vision to balance stability and growth. The fund has navigated dynamic market conditions while staying true to its core philosophy of investing in quality businesses with strong long-term potential. We are grateful for the trust of our investors and remain committed to delivering sustainable value through disciplined and research-driven investing.
Nimesh Chandan, Chief Investment Officer, Bajaj Finserv AMC said, “Bajaj Finserv Large and Mid-Cap Fund is uniquely positioned for quality oriented long-term investors. Our focus on moat-based investing allows us to identify companies with strong, sustainable competitive advantages, providing a resilient foundation for long-term growth, and allows us to maintain a balanced risk profile.”
The fund house has developed trust among investors through exhaustive research and by incorporating its in-house investment philosophy, InQuBe (INformation edge + QUantitative edge + BEhavioral edge) in stock selection and allocation. The Bajaj Finserv Large and Mid Cap Fund combines the tenets of InQuBe with its moat investing strategy for a top-down and bottom-up stock selection process. This has helped it craft a resilient portfolio that has generated consistent alpha over the past year.
Bajaj Finserv Large and Mid Cap Fund is an open ended equity scheme that aims to provide long-term capital appreciation by investing predominantly in equity and equity-related instruments across large and mid cap companies. It is benchmarked against the Nifty Large Midcap 250 TRI. The equity portion of the fund is managed by Mr. Nimesh Chandan and Mr. Sorbh Gupta, while the debt portion of the portfolio is managed by Mr. Siddharth Chaudhary.
