Is NFO Bajaj Finserv Consumption Fund a Good Investment?

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Have you heard, India's new motto "consume more, well, better and easy"? Yes, with a vision to become one of the world's largest consumer markets by 2030, you can take your investment to a whole other level. Want to how?

Here is a great example of following this trend, a newly launched NFO by the Bajaj Finserv Mutual Funds, the Bajaj Finserv Consumption Fund is open for subscription from tomorrow. The dates will close on this new fund offer on 22nd November 2024.

Now you might wonder why to invest in the consumption sector. Well, if you are big on active investing then you can see this new NFO as hitting a jackpot. The main investment focus of this new fund offer is picking on the megatrends while outperforming the Nifty 500 Index by 22.5% in terms of returns.

This analysis will explore if this could be the next best NFO for your portfolio in 2024.

Let’s start with covering the basic information about the recently launched Bajaj Finserv NFO. 

NFO Bajaj Finserv Consumption Fund Basic Details

Here is the basic information on the new fund offer by Bajaj Finserv Mutual Funds:

It’s time to move forward with understanding the investment strategy of this new NFO.

Investment Philosophy By New NFO Bajaj Finserv Consumption Fund

This new fund offer, or NFO, will give you a smart way to manage your mutual fund investments. It uses a unique investment philosophy, "INQUBE," which is an affirmation describing three types of edges. Let's get some more clarity on this new exciting investing strategy:

• IN: Information Edge
• QU: Quantitative Edge
• BE: Behavioral Edge

This means the Bajaj Finserv Consumption Fund is from an equity thematic category. It will focus on outperforming the market with superior information, using quant and analytical models and studying behavioural pitfalls to take advantage of crowd overreaction and underreactions.

Pro Tip: Find out your returns by using the SIP Calculator tool. 

The next stop will lead you towards some compelling reasons to invest in this mutual funds scheme.

Why invest in the Bajaj Finserv Consumption Fund?

Here are some amazing facts about this new NFO that make a strong case for having it in your current portfolio:

• Reason 1: The Bajaj Finserv Consumption Fund is true to label meaning the core involves a pure consumption theme-based strategy. It is quickly transforming how you consume products and services.
• Reason 2: It invests in consumption megatrends by identifying the potential of companies with strong fundamentals in consumer-related goods and services.
• Reason 3: This new NFO will give the flexibility to invest across different market caps.
• Reason 4: It has put a lot of focus on generating high earning margins for you by targeting future profit pool companies.

Aren’t you curious if this new NFO will suit your financial goals or not? Let’s check the suitability for that.

Who Should Invest in Bajaj Finserv NFO?

You must note the following points to know if this NFO will suit you or not:

• Investors looking to do lumpsum investments can go for Bajaj Finserv Consumption Fund for your portfolio.
• If you have a mindset to take high risks for higher rewards, then this fund fits the bill.
• It is best suited for investors looking for tactical allocation in their overall equity portfolio.
• If you have a long-term goal and want to invest for 5-7 years, you can add this consumption mutual fund to make high returns from the growing consumer market of India.

Expert Reviews on NFO Bajaj Finserv Consumption Fund

In short, for a smart investor like you, investing in a consumption fund will open new opportunities aside from regular equity investments. Moreover, while analysing the market trend, India’s consumer market is expected to become one of the major contributors to its wealth by the financial year 2030. Start your investments with the Best SIP Plans. Why wait, when you can book this future star now?