The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
|Tenure||Fund return||Category average||Category rank|
2: Rahul chooses to invest a lumpsum amount of Rs. 1,00,000.
The above returns are calculated based on past performance of the fund.
Exit load – Charge applied to mutual fund redemptions before the designated investment period.
Exit load for the fund isFor units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
The Short term capital gains (STCG) is eligble for taxation of 15% + Surcharge@10% or 15% + 4% Health & education Cess =17.16% or 17.94%
(Duration of Investment < 12 months)
Long term capital gains (LTCG) of more than Rs. 1 Lakh is applicable for taxation of 10% without indexation & without Foreign currency conversion benefit + Surcharge @10% or 15% + 4% Health & Education cess = 11.44% & 11.96%
(Duration of Investment > 12 months)
Companies/sectors in which this fund is investing your money.
Sector allocation %
Riskometer stipulated by SEBI reflects the current risk of the scheme at a given point of time.
The graph's arrow shows the risk level associated with this fund.
25 May, 2017
Every mutual fund has experienced professionals that manage your funds.
Managing since: 2022
Managing since: 2022
Beta of a mutual fund scheme is the volatility of the scheme relative to its market benchmark.
Equity mutual funds with a focus on a particular theme are known as thematic funds. As they choose firms and sectors that are related by a concept, these funds are more broadly based than sectoral funds. An infrastructure theme fund, for instance, might invest in the cement, steel, and power industries, among others.
Experts believe that the thematic funds are suggested for someone who has been in the market for a considerable amount of time, is familiar with its ups and downs, and has witnessed various market cycles.
In case of thematic fund minimum investment in equity & equity related instruments of a particular sector/ particular theme should be 80% of total assets.
You can redeem your fund in 5 steps :
Step 1: In the Bajaj Finserv app, go to your portfolio
Step 2: Select the scheme against which you want to make redemption
Step 3: Click on 'redeem' on scheme overview page
Step 5: Input the OTP received from RTA to confirm that you want to redeem the money.
BFL does NOT:
(i) provide investment advisory services in any manner or form;
(ii) perform risk profiling of the investor;
(iii) carry customized/personalized suitability assessment;
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on ‘As-is’ basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme /Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities. The NAV will inter-alia be exposed to Price / Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other / better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc. and shall also consult their financial advisers, if they are unsure about the suitability of the scheme before investing
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