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Since its launch in 2023, WhiteOak's equity scheme investing across, small-, mid- and large- cap stocks has grown its AUM from an original collection of Rs 550 crores during its new fund offer to Rs 1,642 crores in July 2023.
At present there are around 35 schemes in the flexi cap category. Out of 35 schemes, 19 schemes have increased their allocation in mid cap stocks and 26 schemes increased their allocation in small cap stocks. Around 24 flexi cap schemes have reduced their allocation in large cap stocks.
Set an allocation threshold and identify the correct triggers to make it work for you.
Nimesh Chandan, CIO, Bajaj Finserv Asset Management, said, “Bajaj Finserv Flexi Cap Fund is based on MEGATRENDS which are powerful long-term changes that affect economies, businesses, and companies. Spotting Megatrends paves the way for long term Buy-and-Hold investing opportunities and this is a key differentiator between cyclical, thematic and factor investing. Our portfolio will be long-term, multi-thematic, multi-cap, multi-sector and growth-oriented.”
As an investment destination, India is considered to be in a favourable spot by global investors. Equity markets have a track record of surprising investors, particularly when there is a strong consensus, says Mayur Patel, Fund Manager, Listed Equity at 360 ONE Asset