DSIJ Mindshare

"Corporate India is witnessing a consensus earning upgrade cycle"

Despite reservations about the ‘froth’ building up in the mutual fund industry, Sorbh Gupta, Senior Fund Manager (Equities) Bajaj Finserv Asset Management, believes that the time is right for investors, especially those taking their first plunge, to park their funds in flexi-cap funds to take advantage of the positive trends

Vardan Pandhare 0 374 Article rating: 5.0

Interview with Sorbh Gupta, Senior Fund Manager (Equities), Bajaj Finserv Asset Management.

Top 3 consistently performing large and mid-cap funds over the past five years

Large and Mid-cap Funds from Quant mutual fund, Axis mutual fund, and ICICI Prudential mutual fund have shown consistent performance over the 5 years with more than 20 per cent returns.

Prajwal Wakhare 0 15639 Article rating: 3.6

We've selected the most reliable mutual fund schemes by looking at two main factors: their average returns over time and how consistently they outperform others in their category. To make sure we're evaluating properly, we only considered funds with at least 5 years of performance history, covering different market conditions like bull and bear markets. Also, we excluded funds with assets under management (AUM) less than Rs 500 Crores from our rankings.

Bajaj Finserv Mutual Fund's Latest Offering: Bajaj Finserv Large and Mid-Cap Fund (NFO)

The new NFOs, their goals, fund allocation, fund managers, and peer performance are all clarified in the article that follows.

Prajwal Wakhare 0 1017 Article rating: 2.2

Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities, predominantly in large and mid-cap stocks from various sectors. The fund manager may also seek participation in other equity and equity related securities.

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