Bajaj Finserv Asset Management Limited (Bajaj Finserv AMC) has launched the Bajaj Finserv Multi Asset Allocation Fund, a dynamic investment opportunity catering to the needs of modern-day investors. This open-ended scheme, slated to commence its initial subscription on May 13th and concluding on May 27th, 2024, presents a diverse portfolio spanning across various asset classes, promising a blend of stability and growth.The fund, strategically designed to navigate through market volatility, offers exposure to equity, debt, commodities, and real estate investment trusts (REITs) or infrastructure investment trusts (InvITs). With a unique dividend yield strategy aimed at capitalizing on compounding growth through reinvestment, the fund seeks to provide investors with an attractive avenue amidst expected declining interest rates and anticipated growth in dividend value.
CEO of Bajaj Finserv AMC, Mr. Ganesh Mohan, highlighted the fund’s innovative approach, stating, “Bajaj Finserv Multi Asset Allocation Fund provides investors with a unique opportunity to access multiple asset classes through a single investment avenue.” He emphasized the fund’s comprehensive evaluation of macroeconomic factors, valuation metrics, and investor behavior, aligning with their investment philosophy, INQUBE, to deliver consistent returns.
The fund’s investment strategy, outlined by CIO Nimesh Chandan, emphasizes a disciplined approach to asset allocation, focusing on minimizing volatility impact and maximizing returns. Chandan mentioned, “Investors seeking reasonable returns, professional asset allocation, and an all-weather investment avenue with low volatility compared to pure equity funds can consider Bajaj Finserv Multi Asset Allocation Fund.” Managed jointly by seasoned professionals across equity, fixed income, and commodities investment, the fund promises a robust investment avenue for both seasoned and novice investors alike.