Bajaj Finserv AMC’s flagship equity scheme, Bajaj Finserv Flexi Cap Fund, has crossed a significant milestone, with assets under management (AUM) reaching ₹5,410.04 crore across 2,52,388 folios as of 31 August 2025. Launched in August 2023, the fund has delivered a compounded annual growth rate (CAGR) of 19.19% under the regular plan and 20.91% under the direct plan, highlighting its strong performance in a short span.
The fund follows a ‘Megatrends’ investment strategy, identifying structural shifts in technology, demographics, regulatory frameworks, environment, and societal transformation. Its diversified portfolio spans 81 stocks across sectors such as banking, financial services, pharmaceuticals, IT, industrial products, consumer durables, retail, and real estate, with a balanced allocation across large, mid, and small-cap companies. Bajaj Finserv AMC attributes the fund’s success to its INQUBE philosophy—leveraging information, quantitative, and behavioural edges to anticipate market opportunities rather than simply follow trends.
The Flexi Cap Fund has seen growing interest among retail and HNI investors seeking long-term wealth creation avenues. Financial advisors in the city report a steady influx of new subscriptions, reflecting investor confidence in Bajaj Finserv AMC’s differentiated approach and consistent fund performance. Ganesh Mohan, Managing Director, Bajaj Finserv AMC, said the fund’s growth underscores investor trust and highlights the firm’s commitment to sustainable, long-term wealth creation.
