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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.

Our Strategies

  • Flexi Cap Strategy
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  • Mid and Small Cap Focused Strategy
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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

Principles:
  • 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
Emphasis:
  • 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

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.

Principles:
  • 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)
Supported by:
  • 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.

Special Situations Expertise

Turnarounds & catalysts

Deep Research Process

Management interaction and ground insights

Flexible Mandate

No sector or cap constraints

FAQs