Bajaj Finserv Flexi Cap Fund Turns 3, Delivers Alpha: Understanding Its T.R.E.N.D.S Approach
Bajaj Finserv Flexi Cap Fund has outperformed its benchmark over the last three years by utilizing a 'TRENDS' investment framework. This strategy focuses on long-term megatrends across technological, regulatory, economic, nature, demographic, and social sectors.
Why it matters
It provides investors with insight into how thematic, long-term investment strategies can navigate market volatility to deliver alpha.
Three years ago, Bajaj Finserv Flexi Cap Fund entered the market with a clear proposition: look beyond the next quarter and invest in shifts that could shape businesses for years. These broad, long-running shifts, known as megatrends, are at the heart of the fund’s investment strategy.
Since then, the fund has applied this approach through changing market conditions and has outperformed its benchmark, BSE 500 TRI, over several periods. Since inception, the Regular Growth Plan delivered annualised returns of 16.59%, while the Direct Growth Plan delivered 18.21%, compared with 12.74% for the benchmark. Over the last year, the respective returns were 9.85% and 11.26%, against the benchmark’s 4.93%*.
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