NFO Monitor

Fund Facts

Name of Fund:

Bajaj Finserv Consumption
Opening:

8th November 2024
Closing:

22nd November 2024
Scheme Type:

Open Ended Equity Sectoral/ Thematic - Consumption
Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter
Plan:

Regular and Direct
Options:

Growth and IDCW
Entry Load:

Nil
Exit Road:

1% of NAV if units are redeemed/switched out within 3 months from the date of allotment
Thereafter:

Nil

Fund Stats

Objective

The objective of the Scheme is to generate long term capital appreciation by predominantly investing in equity and equity related securities of companies that are likely to benefit directly or indirectly from the domestic consumption led demand.

Benchmark:
NIFTY CONSUMPTION
Fund Manager:
Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary

Asset Allocation

80-100 % Equity

upto 20% Money Market

Comparable existing schemes

Baroda BNP Paribas India Consumption Fund	10.72(6M)	28.71(1Y)
HSBC Consumption Fund	15.28(6M)	36.17(1Y)

Fund Prognosis

Idea Distiller

Consumption. Because the population is growing and upwardly mobile.

Fund House AAUM:
Rs 1559267.47 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 23 years

Scheme DNA 4 fundamentals

UNIQNESS
RETURN
RISK
OPERABILITY

OOMP Factor

Average idea and very competition heavy. No matter what investment innovation one brings in.

Bajaj Finserv Consumption