November 20, 2024
mayank
Bajaj Finserv Healthcare Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Bajaj Finserv Healthcare Fund Open Date, Close Date?
NFO opens on December 06, 2024
NFO will close on December 20, 2024
Invest Stratege for this NFO?
The Scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related securities of pharma, healthcare and allied companies.
Basic Details
| Fund House | Bajaj Finserv Mutual Fund |
| Issue Open | 06 December 2024 |
| Issue Close | 20 December 2024 |
| Type | Open-ended |
| Category | Equity: Sectoral-Pharma |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | BSE Healthcare TRI |
About Benchmark Index for this NFO?
The BSE Healthcare is designed to provide investors with a benchmark reflecting companies included in the BSE AllCap that are classified as members of the healthcare sector. It was launched on 25th February 2022.
The index can be used by Mutual Funds for running passive strategies such as ETFs and Index Funds as well as gauging the performance of companies in the index. This index can also be used for benchmarking of PMS strategies, active MF Schemes and other investment portfolios.
Quick Facts
| Weighting Method | Capped |
| Rebalancing Frequency | Annually in September with quarterly reviews in December, March, June |
| Calculation Frequency | Real time |
| Calculation Currencies | INR, USD |
| Launch Date | 9th August 1999 |
| First Value Date | 1st February 1999 |
Fund Managers of Bajaj Finserv Healthcare Fund
1) Nimesh Chandan
Education: Mr. Chandan is an MBA in Finance.
Experience: He has good years of experience in capital markets. Prior to joining Bajaj Finserv Mutual Fund, he had been with Canara Robeco MF, ICICI Prudential MF, SBI MF and Aditya Birla Sun Life AMC as fund manager and has also worked with Stratcap Securities and Darashaw and Company.
2) Sorbh Gupta
Education: Mr. Gupta is a B.Com, CA and CFA.
Experience: Prior to joining Bajaj Finserv Mutual Fund, he was associated with Quantum Mutual Fund, Siddhesh Capital Markets Pvt. Ltd. & Pranav Securities Pvt. Ltd. He has over 11 years of overall experience in the equity research.
3) Siddharth Chaudhary
Education: Mr. Chaudhary is a B.Com (H) and PGDM (Securities Markets).
Experience: Prior to joining Bajaj Finserv Mutual Fund, he has worked with Sundaram Mutual Fund and Indian Bank.
AMC
Bajaj Finserv Asset Management Ltd.
Address: 8th floor, E-Core, Solitaire Business Hub (formerly Marvel Edge), Viman Nagar Pune – 411014
Website: https://www.bajajamc.com/
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in Bajaj Finserv Healthcare Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks
https://sahifund.com/review-of-bajaj-finserv-healthcare-fund-nfo/