Bajaj Finserv Flexi Cap Fund(IDCW)
Ticker: mf14937
Decent
68/100
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SBI PSU Fund(IDCW-Payout)
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SBI PSU Fund(IDCW)
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M
Motilal Oswal Small Cap Fund(IDCW)
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SBI Automotive Opportunities Fund(IDCW)
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SBI Automotive Opportunities Fund(IDCW Payout)
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Aditya Birla SL PSU Equity Fund(IDCW)
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Axis India Manufacturing Fund(IDCW)
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B
Bajaj Finserv Liquid Fund(W-IDCW)
Bajaj Finserv Liquid Fund shows decent potential with stable growth and profitability metrics, but caution is advised due to execution risks and moderate liquidity.
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B
Bajaj Finserv Liquid Fund(DD-IDCW)
Bajaj Finserv Liquid Fund shows decent potential but faces challenges in profitability and valuation compared to peers.
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B
Bajaj Finserv Liquid Fund(FN-IDCW)
Bajaj Finserv Liquid Fund shows decent potential with consistent growth, but faces challenges in profitability and valuation metrics.
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B
Bajaj Finserv Liquid Fund(M-IDCW)
Bajaj Finserv Liquid Fund shows decent potential but faces challenges in profitability and valuation metrics.
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H
HSBC Flexi Cap Fund(IDCW-Payout)
The HSBC Flexi Cap Fund shows a decent potential for growth with manageable risks, making it a viable option for investors.
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H
HSBC Flexi Cap Fund(IDCW)
The HSBC Flexi Cap Fund shows a decent overall performance with good growth potential and profitability metrics, but it is essential to monitor execution risks.
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H
HSBC Multi Cap Fund(IDCW Payout)
The HSBC Multi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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Business Overview
Bajaj Finserv Flexi Cap Fund (IDCW) is a dynamic mutual fund that invests across large, mid, and small-cap stocks to optimize growth potential. It is designed for investors seeking long-term wealth creation with the flexibility to adapt to market conditions. This fund is ideal for those looking to diversify their portfolio while benefiting from equity exposure. With a strong management team and a focus on quality companies, it aims to deliver consistent returns over time.
- Dynamic investment across market caps
- Ideal for long-term wealth creation
- Diversifies your investment portfolio
- Managed by experienced professionals
- Focus on quality companies for consistent returns
Investment Thesis
Bajaj Finserv Flexi Cap Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuations compared to peers. This combination positions the fund for strong performance, making it a compelling choice for retail investors seeking long-term wealth creation.
- Backed by the reputable Bajaj Group, ensuring strong governance and trust.
- Digital services are rapidly expanding, tapping into a growing market.
- Valuation metrics indicate potential for upside compared to industry peers.
- Diversified portfolio mitigates risks while capturing growth opportunities.
- Ideal for investors looking for a balanced approach to equity exposure.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diverse investment portfolio
- Potential for high returns
- Experienced fund management
- Growing market demand for flexi cap funds
Risks ⚠️
- Market volatility impacts returns
- Regulatory changes in mutual funds
- Economic downturn affecting investments
- High expense ratio compared to peers
- Dependence on equity market performance
Peer Perspective
Bajaj Finserv Flexi Cap Fund trades at a premium compared to peers like HDFC Flexi Cap Fund and ICICI Prudential Flexi Cap Fund; a rerating could occur with sustained margin stability and consistent growth in AUM.
📊 Stock Investment Checklist (100 Points)
Bajaj Finserv Flexi Cap Fund(IDCW) • Updated: 2025-10-01 14:43:03
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10BusinessHighThe sector is future-ready with a clear model and some competitive advantages.
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10GrowthHighRevenue and profit growth have been consistent over the past few years.
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10ProfitabilityHighROE and ROCE are healthy, but OCF is slightly below net profit.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighDebt levels are manageable, with good liquidity and reserves.
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6GovernanceGoodPromoter holding is strong, but there are some concerns about pledging.
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5DriversGoodThere are growth catalysts, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
Bajaj Finserv Flexi Cap Fund shows decent potential with consistent growth and manageable risks, but investors should be cautious of valuation and execution risks.