Bajaj Finserv Asset Management Limited (Bajaj Finserv AMC) has unveiled the Bajaj Finserv Multi Asset Allocation Fund. Scheduled for its debut subscription phase from May 13th to May 27th, 2024, this innovative fund offers a comprehensive mix of asset classes, catering to the evolving needs of today’s investors.
The fund’s dynamic portfolio encompasses equity, debt, commodities, and real estate investment trusts (REITs) or infrastructure investment trusts (InvITs). Its distinctive dividend yield strategy aims to leverage compounding growth opportunities amid anticipated shifts in interest rates and dividend values.CEO of Bajaj Finserv AMC, Mr. Ganesh Mohan, emphasized the fund’s unique proposition, stating, “Bajaj Finserv Multi Asset Allocation Fund provides investors with a unique opportunity to access multiple asset classes through a single investment avenue.” Aligned with their investment philosophy, INQUBE, the fund employs a comprehensive evaluation of macroeconomic factors, valuation metrics, and investor behavior to ensure consistent returns.
Nimesh Chandan, the CIO, highlighted the fund’s disciplined asset allocation approach, aimed at minimizing volatility impact and maximizing returns. Chandan stated, “Investors seeking a balanced portfolio with low volatility compared to pure equity funds can find value in Bajaj Finserv Multi Asset Allocation Fund.”
