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Nimesh Chandan, CIO, Bajaj Finserv Asset Management, believes the government will continue its path to incentivise manufacturing and infrastructure in the upcoming Budget.
Samco Mutual Fund announced the launch of the Samco Dynamic Asset Allocation Fund. The scheme opened for public subscription on December 07, 2023, and will close on December 21, 2023.
Bajaj Finserv Mutual Fund announced the launch of the Bajaj Finserv Balanced Advantage Fund. The scheme opened for public subscription on November 24, 2023, and will close on December 08, 2023.
I am bullish on financials, but not lenders because the fund is quite underweight on lenders. I am bullish on all other parts of the financials. So we have a large exposure to insurance, we have large exposure to capital markets through Bombay Stock Exchange. IT is another sector where I am quite positive.”
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