Bajaj Finserv AMC marks the second anniversary of its flagship Equity fund, Bajaj Finserv Flexi Cap Fund, with a strategy anchored in investing in ‘Megatrends’. The fund has achieved a significant milestone, growing its assets under management (AUM) to ₹5,410.04 crore (as on 31 st Aug 2025) in just two years. Since its inception, the fund has showcased a robust performance, delivering a CAGR of 19.19%* under the regular Plan and 20.91%* under the direct Plan (as on 31 st Aug 2025)
Speaking on the fund milestone, Ganesh Mohan, Managing Director, Bajaj Finserv AMC said, “The flexicap fund was our flagship equity fund that we launched with a differentiated megatrend theme. At the 2-year anniversary of the fund, I am happy to see the way the fund has grown and performed. The growth of the fund reflects the trust our investors and distributors have placed in us & the strong performance reflects a differentiated investment philosophy and investment processes we adopt at Bajaj Finserv AMC. Looking forward, we continue to focus on creating sustainable long-term wealth for all Indians by creating unique, true-to-label funds paired with an agile and process-oriented discipline in our investment management approach.”
Elaborating on the funds’ performance, Nimesh Chandan, Chief Investment Officer, Bajaj Finserv AMC said, “Bajaj Finserv Flexi Cap Fund is a true-to-label Flexi Cap Fund that invests in businesses that benefit from long term megatrends. The fund leverages our in-house INQUBE investment philosophy—a blend of Information edge, Quantitative edge, and Behavioural edge— that helps efficient stock selection and allocation. Rather than simply “going with the flow,” the fund focuses on “anticipating the flow” by investing in companies aligned with future profit pools. As a result, the fund also has high active share. This approach allows the fund to capture opportunities emerging from structural shifts in the economy and deliver sustainable long-term value.”