Bajaj Finserv Asset Management Limited Launches Multi Asset Allocation Fund

**Key Highlights:**
- **Scheme Type:** Open-ended, investing in equities, debt instruments, gold and silver ETFs, commodity derivatives, and REITs/InvITs.
- **Investment Strategy:** Focus on high dividend-yield companies and dividend reinvestment, aiming to capitalize on compounding growth amid declining interest rates.
- **NFO Period:** Opens on 13th May 2024 and closes on 27th May 2024.
- **Benchmark:** 65% Nifty 50 TRI, 25% NIFTY Short Duration Debt Index, 10% Domestic Prices of Gold.

**Mumbai/Pune:** Bajaj Finserv Asset Management Limited (Bajaj Finserv AMC) announces the launch of the Bajaj Finserv Multi Asset Allocation Fund. This fund is designed to provide investors with a diversified investment avenue across multiple asset classes, including high dividend yield equities, dynamic duration-managed debt, commodities, and real estate/infrastructure trusts (REITs/InvITs).

**Investment Allocation:**
- **Equity:** 35% to 80%, with a focus on dividend yield strategy and multi-sector approach.
- **Fixed Income:** 10% to 55%, managed dynamically with macro and quantitative inputs.
- **Commodities:** 10% to 55%, investing in gold and silver ETFs, and commodity derivatives for hedging against equity volatility.
- **REITs/InvITs:** 0% to 10%, targeting regular income and diversification.

**CEO Statement:**
Mr. Ganesh Mohan, CEO of Bajaj Finserv AMC, stated, "This fund provides a unique opportunity to access multiple asset classes through a single investment. It is India’s first Multi Asset Fund to offer a dividend yield strategy, aiming to combine stability and growth. Our investment philosophy, INQUBE, focuses on gaining information, quantitative, and behavioral edges to outperform the market."

**CIO Insight:**
Nimesh Chandan, CIO of Bajaj Finserv AMC, added, "Our disciplined approach to asset allocation, considering macroeconomic factors and valuation metrics, focuses on minimizing volatility and maximizing returns through dividend yield-based investing. This fund is ideal for investors seeking reasonable returns with professional asset management and lower volatility compared to pure equity funds."

**Fund Management Team:**
- **Equity:** Nimesh Chandan and Sorbh Gupta.
- **Fixed Income:** Nimesh Chandan and Siddharth Chaudhary.
- **Commodities:** Vinay Bafna.

**Subscription Details:**
- **Initial Subscription Period:** 13th May to 27th May 2024.
- **Ongoing Subscription:** On or before 6th June 2024.
- **Entry Load:** Not applicable.
- **Exit Load:** 
  - If units are redeemed/switched out within 1 year:
    - Up to 30% of units: Nil
    - Excess of 30%: 1% of NAV
  - No exit load after 1 year from the date of allotment.

**About Bajaj Finserv Asset Management Limited:**
Bajaj Finserv AMC is a subsidiary of Bajaj Finserv Limited, offering innovative products in equity, debt, hybrid mutual funds, and ETFs. With a forward-looking investment strategy, it aims to help every Indian achieve their financial goals. For more information, visit [www.bajajamc.com](http://www.bajajamc.com).