Bajaj Finserv Small Cap Fund NFO – A Smart Investment Opportunity in 2025
The Bajaj Finserv Small Cap Fund is an exciting new offering in the Indian mutual fund space. Launched under Bajaj Finserv Asset Management Ltd., this New Fund Offer (NFO) aims to capitalize on the potential of small-cap companies with strong fundamentals, good governance, and long-term growth prospects.
NFO Timeline
Start Date: 27th June 2025
End Date: 11th July 2025
Fund Type & Objective
This is an open-ended equity scheme primarily investing in small-cap companies. The objective is to generate long-term capital appreciation by investing in fundamentally sound businesses that fall within the small-cap universe.
Investment Strategy
- Quality: Focuses on good governance and sustainability.
- Growth: Targets companies with consistent and scalable earnings.
- Value: Looks for businesses trading below their intrinsic value.
Asset Allocation
| Asset Type | Allocation (%) |
|---|---|
| Small-cap equities | 65% – 100% |
| Other equities (large/mid cap, foreign) | 0% – 35% |
| Debt & Money Market Instruments | 0% – 35% |
| REITs / InvITs | 0% – 10% |
Offer Details
Issue Price: ₹10 per unit
Minimum Investment (Lumpsum): ₹500
SIP Option: ₹500 (minimum 6 instalments)
Load Structure
- Entry Load: Nil
- Exit Load: 1% if redeemed within 6 months, Nil thereafter
Plan Options
The fund is available under:
- Direct Plan (low-cost, for DIY investors)
- Regular Plan (via distributor)
- Growth & IDCW options (Reinvestment / Payout / Transfer)
Fund Managers
- Nimesh Chandan – CIO (Equity)
- Sorbh Gupta – Senior Fund Manager (Equity)
- Siddharth Chaudhary – Senior Fund Manager (Debt)
Risk Profile & Benchmark
Risk Level: Very High
Benchmark: BSE 250 SmallCap TRI
Why Invest in Bajaj Finserv Small Cap Fund?
- Strong research-driven approach with forensic analysis
- Opportunity to invest in high-growth early-stage companies
- Backed by trusted Bajaj brand and experienced fund managers
Call to Action
If you’re a long-term investor seeking growth and can handle high risk, this NFO may be worth considering. Don’t miss out on this opportunity to get in at the ground floor price of ₹10 per unit.
Invest Now
