Investing your hard-earned money wisely is crucial for securing your financial future. With so many investment options available, it can be challenging to choose the right one.
However, Bajaj Finserv Mutual Fund has recently launched the Bajaj Finserv Multi Asset Allocation Fund, which offers a range of benefits that make it a suitable choice for investors. Here are five reasons why you should consider investing in this fund:
1. Invests in high dividend paying companies
One of the key features of the Bajaj Finserv Multi Asset Allocation Fund is its focus on investing in high dividend-paying companies.
Dividends are a portion of the company’s profits that are distributed to shareholders, and investing in companies that pay high dividends can provide a steady stream of income for investors.
By investing in such companies, this fund aims to generate regular income for its investors, making it an attractive option for those seeking income from their investments.
2. Mitigates market volatility through diversification
Market volatility can be unsettling for investors, as it can lead to fluctuations in the value of their investments.
However, the Bajaj Finserv Multi Asset Allocation Fund mitigates this risk through diversification.
Diversification involves spreading your investments across different asset classes, such as stocks, bonds, and commodities.
By diversifying its portfolio, this fund aims to reduce the impact of market volatility on investor returns, providing a more stable investment experience.
3. Provides equity taxation on investment
Taxation is an important consideration for investors, as it can impact their overall returns.
The Bajaj Finserv Multi Asset Allocation Fund offers equity taxation on investment, which can be beneficial for investors.
Equity taxation typically involves lower tax rates compared to other forms of investment taxation, such as those applicable to debt investments.
By providing equity taxation on investment, this fund aims to enhance the after-tax returns for its investors, helping them achieve their financial goals more effectively.
4. Versatile for all market conditions
Bajaj Finserv Multi Asset Allocation Fund is designed to be versatile and adaptable to different market conditions.
Whether the market is bullish, bearish, or experiencing volatility, this fund aims to navigate through various market environments effectively.
This versatility can provide investors with peace of mind, knowing that their investments are managed with the flexibility to respond to changing market dynamics.
5. Balances risks and rewards
Investing always involves a trade-off between risks and rewards. While higher-risk investments may offer the potential for returns in long term, they also come with increased volatility and the risk of loss.
The Bajaj Finserv Multi Asset Allocation Fund seeks to balance risks and rewards by diversifying across multiple asset classes.
By spreading investments across different types of assets, this fund aims to achieve a balance between generating returns and managing risk, providing investors with a more stable and consistent investment experience.
In conclusion, the Bajaj Finserv Multi Asset Allocation Fund offers a range of benefits that make it a suitable choice for investors.
From its focus on high dividend-paying companies to its ability to mitigate market volatility through diversification, this fund is designed to help investors achieve their financial goals effectively.
Consider starting an SIP investment in the Bajaj Finserv Multi Asset Allocation Fund to secure your financial future with confidence.
NFO details: Bajaj Finserv Multi Asset Allocation Fund
NFO period: May 13, 2024 – May 27, 2024
Type of scheme: An open ended scheme investing in equity and equity related instruments, debt & debt derivatives and money market instruments, Gold ETFs, Silver ETFs, exchange traded commodity derivatives and in units of REITs and InvITs.
Minimum application amount:
During NFO
Minimum application amount (lumpsum) – Rs. 500 and in multiples of Re. 1.
Systematic Investment Plan (SIP):
Rs. 500 and above: minimum 6 instalments.
During ongoing offer:
Fresh subscription – Rs. 500/- and in multiples of Re. 1/-
Minimum additional application amount – Rs. 100/- and in multiples of Re. 1/-
Systematic Investment Plan (SIP):
Rs. 500 and above: minimum 6 instalments.
Minimum amount for switch-in – Rs. 500 and in multiples of Re. 1.
Plan
Bajaj Finserv Multi Asset Allocation Fund – Direct Plan
Bajaj Finserv Multi Asset Allocation Fund – Regular Plan
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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