About Us
AIF
Structured for stability, designed for alpha.
Our Alternative Investment Fund (AIF) platform offers a differentiated approach to listed equities through two complementary strategies: Flexicap Strategy and Mid and Small Cap focused Strategy. A research-driven framework that integrates macroeconomic and political insights with rigorous bottom-up fundamental analysis to identify emerging opportunities across market cycles.
Flexi Cap Strategy
The Flexi Cap (Core) Strategy seeks to deliver long-term capital appreciation through flexi- cap approach, investing across large, mid, and small-cap companies. The strategy seeks to benefit from both stability in established market leaders and emerging opportunities in high- growth businesses, thereby creating a balanced yet alpha-oriented portfolio.
Investment Approach
- Global macro & geopolitical awareness
- Policy → sector → stock linkage
- Thematic investing (multi-year trends)
- Bottom-up fundamental research
- Benchmark-aware but flexible
- Long-term, patient compounding approach
- Risk management
- Diversification
- Disciplined processes
- Research
Why choose Bajaj Alts?
True Flexi-cap Approach
No rigid allocation limits
Integrated Framework
Combines macro + bottom-up research
Thematic Investing
Captures structural growth trends
Dynamic Allocation
Adapts across cycles
Research Depth
In-house + external insights
Risk Discipline
Focus on risk-adjusted returns
FAQs
Investors seeking a core equity allocation with flexibility across market caps.
Mid and Small Cap Focused Strategy
Our Mid and Small Cap Focused (Satellite) Strategy focuses on generating alpha relative to its benchmark through under-researched mid and small-cap companies and turnarounds.
Investment Approach
Strong bottom-up, research-intensive approach.
- Deep company-level analysis
- Identification of mispriced opportunities
- Management engagement & channel checks
- Alpha-focused stock selection
- Benchmark-agnostic investing
- Catalyst-driven investing (turnarounds, inflection points)
- Macro & policy awareness
- Structural thematic tailwinds
Why choose Bajaj Alts?
Pure Alpha Focus
Not index-driven
Access to Hidden Gems
Under-researched mid/small-cap
High Conviction Portfolio
Entities with scalable business models, stable management, and robust earnings visibility.
Expertise
Turnarounds & catalysts
Deep Research Process
Management interaction and ground insights
Flexible Mandate
No sector or cap constraints
FAQs
Investors seeking high-alpha, differentiated exposure.